Recent Developments in Estate and Trust Administration

Recent Developments in Estate and Trust Administration

Recent Developments in Estate and Trust Administration

December 3, 2020 • 12:45pm-2:30pm • Two City Center, 3rd Floor Portland

 

A review of recent legislation, regulatory developments, cases and rulings in the estate, gift, generation-skipping tax, fiduciary income tax, and charitable giving areas will be provided. Some of the topics expected to be discussed include:

  • Legislative and Regulatory Developments
  • Gifts
  • Valuation of non-publicity traded assets
  • Generation-Skipping Planning
  • Charitable Planning
  • State Death Taxes

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:

  • 2.0 CTFA
  • 2.0 CISP
  • 2.0 CRSP
  • 1.5 CPE for CPAs
  • 1.5 Maine CLE Credits

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