Tales from the Crypt

Tales from the Crypt

Tales from the Crypt

June 6, 2019 • 12:45pm-3:00pm • Two City Center, 3rd Floor Portland

 

Mistakes made by fiduciaries and estate planning professionals and how to avoid them will be discussed.

Discussion Highlights:

  • Issues in trust administration
  • Mistakes on tax returns
  • Valuation issues
  • Misuse of the GST tax exemption
  • Fiduciary litigation issues
  • Maintaining confidentiality
  • Mistakes with charitable trusts

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