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Portability Revisited — Its Limitations and Benefits for Clients

April 9 @ 1:00 pm 2:30 pm

Portability, the ability of a spouse to pass their estate tax exclusion to the survivor, has
become an integral part of estate planning for marital couples. It carries even more
significance now that the estate tax exclusion has moved to $15 million per person with
no sunset. This session will review the benefits and potential pitfalls of portability.

Thomas W. Abendroth, Partner, ArentFox Schiff LLP

Stephen W. Murphy, Partner, McGuireWoods LLP

Continuing Education Credits:

Approved for 1.5 ME CLE

To register, please email amelia.dow@portlandtrust.com