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Join us as financial services professionals in understanding the future of our work.

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. 

 

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DEC 3, 2020 12:45-2:30

APPROVED CREDITS:

  • 2.0 CTFA 
  • 2.0 CRSP
  • 1.5 CPEs for CPA (Business Law) 
  • 1.5 CLE Maine 

Recent Developments in Estate and Trust Administration

It’s the season of giving! How about a review of recent legislation, regulatory developments, cases, and rulings surrounding gift giving (charitable and not)? Plus, we’ll cover the latest in estate, generation-skipping tax, and fiduciary income tax.

Look for a focus on:

  • Legislative and Regulatory Developments
  • Gifts and Charitable Planning
  • Valuation of Non-Publicly-Traded Assets
  • Generation-Skipping Planning
  • State Death Taxes

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

Contact Us

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