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.


Thomas W. Abendroth, Partner, Schiff Hardin LLP

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

“Tales from the Crypt” 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