CONTINUING EDUCATION SERIES
Portland Trust Company is happy to play host to an ongoing series of continuing education events that serve to keep our community of financial services professionals up to speed on the latest topics and trends. Please join us for insightful commentary and lively discussion.
All of our events are from 12:45 to 2:30 p.m. and are held here in our offices, on the third floor of Two City Center, in Portland, Maine.
RECENT CLASSES
POST MORTEM PLANNING TECHNIQUES
APPROVED CREDITS:
- 2.0 CTFA
- 1.8 CPEs
- 1.5 CFP
- 1.5 CLE Maine
- View this webinar to learn about what post-mortem techniques work and when. This webinar explains the factors for deciding on when to elect portability, and reviews the advantages and disadvantages of QTIP and valuation elections, disclaimers, decanting, nonjudicial relief and judicial relief. You will also learn what issues the IRS focuses on in audits of estate tax returns and how to address them. This webinar will also discuss how to fix mistakes that are not discovered until after the death of the testator.
- Discussion Highlights include:
- Basic post-mortem planning techniques
- Using the alternate valuation date
- Partial QTIP elections
- Effective use of disclaimers
- Effective use of portability
- Graegin notes
- Decanting
- Judicial and Nonjudicial relief
- Audit issues with respect to the federal estate tax return
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
FIDUCIARY LITIGATION ANNUAL REVIEW
APPROVED CREDITS:
- 2.0 CTFA
- 2.0 CRSP
- 1.8 CPE
- 1.5 CFP
- 1.5 CLE Maine
View this webinar to join a panel of attorneys in an annual review of the current types of fiduciary issues being addressed by the courts and learn how to avoid risks associated with these issues. Hear what is happening in areas ranging from objections to settlements, fraudulent transfers to decanting.
Discussion Highlights include:
- Objections to settlements
- Need of consent of co-trustees
- Breaches of fiduciary duty
- Arbitration provisions in trusts
- Child support payments from spendthrift trusts
- Fraudulent transfers
- Consideration of irrevocable trust assets in divorce
- Trustee fees
- Replacement of trustees
- In terrorem clauses
- Decanting
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
