Recent Developments in Estate and Trust Administration

Recent Developments in Estate and Trust Administration

Recent Developments in Estate and Trust Administration

December 5, 2019 • 12:45pm-3:00pm • Two City Center, 3rd Floor Portland

 

Recent developments in 2019 in the fields of transfer tax, estate and trust administration, and estate planning will be reviewed.

Discussion Highlights:

  • Legislative and regulatory developments
  • Implementation of the 2017 Tax Act
  • Gifts
  • Valuation
  • Generation-skipping planning
  • Insurance
  • Charitable planning
  • Fiduciary income tax
  • Asset protection planning
  • State death tax

Portland Trust Company is pleased to offer Continuing Education opportunities featuring tenured professionals from the American Bankers Association Trust Schools.

Speakers:

Thomas W. Abendroth, Partner, Schiff Hardin LLP

Charles “Skip” D. Fox IV, Partner, McGuireWoods LLP

“Recent Developments in Estate and Trust Administration” has been approved for:
2.5 CTFA credits                                                                                                                                                                                                                                                                                                                          2.0 CPE credits for CPAs (Business Law)
2.0 Maine CLE credits

RSVP amelia.kurtz@portlandtrust.com or 558-6222