Recent Developments (2024)

This presentation will update attendees on 2024 legislative and regulatory developments, rulings and cases in estate planning and gifts, generation-skipping transfers and fiduciary income tax. We’ll also discuss how the […]

Impact of the Election on Future Tax Legislation

2 Monument Square, Suite 703, Portland, ME 04101

This session will review the prospects for new tax legislation that could affect wealth planning in the aftermath of the 2024 elections. Discussion Highlights Thomas W. Abendroth, Partner, ArentFox Schiff […]

Fiduciary Litigation Annual Review for 2025

2 Monument Square, Suite 703, Portland, ME 04101

A panel of trust litigation attorneys will conduct their annual review of key fiduciary issues currently being addressed by the courts and provide advice on avoiding associated risks. Discussion Highlights […]

Post-Mortem Publicity Rights

2 Monument Square, Suite 703, Portland, ME 04101

The right of publicity is the right of an individual to control the use of their name, image or likeness and how it is commercialized. Many states extend the right […]

Directed Trusts Revisited

2 Monument Square, Suite 703, Portland, ME 04101

This session will review the laws on the use of directed trusts, with a particular focus on corporate trustees serving primarily as an administrative trustee with investment authority assigned elsewhere. […]

Developments in the Treatment of Trusts in Divorce

2 Monument Square, Suite 703, Portland, ME 04101

Protecting assets from a beneficiary’s divorce is a common concern of clients as they structure their estate plans. The common assumption is that irrevocable trusts for the benefit of an […]

Recent Developments: 2025 Estate and Trust Administration

2 Monument Square, Suite 703, Portland, ME 04101

This presentation will update attendees on 2025 legislative and regulatory developments, rulings and cases in estate planning and gifts, generation-skipping transfers and fiduciary income tax. We’ll also discuss how the […]

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