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DTSTART;TZID=America/New_York:20251204T130000
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UID:6453-1764853200-1764858600@www.portlandtrust.com
SUMMARY:Recent Developments: 2025 Estate and Trust Administration
DESCRIPTION: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 changes can affect clients and customers. \n\n\n\nDiscussion Highlights\n\n\n\n\nLearn about the latest developments in marital and charitable deductions\, generation-skipping transfer (GST) issues\, and their effect on clients and customers.\n\n\n\nGain an understanding of the key legislative and regulatory changes in 2025 that affect estate planning\, gifts\, and fiduciary income tax.\n\n\n\nExamine significant rulings and cases from 2025\, focusing on their implications for estate and trust administration.\n\n\n\nExplore updates in valuation methods and estate inclusion rules\, and how these changes affect estate planning strategies.\n\n\n\n\nThomas W. Abendroth\, Partner\, ArentFox Schiff LLP \n\n\n\nStephen W. Murphy\, Partner\, McGuireWoods LLP \n\n\n\nContinuing Education Credits: \n\n\n\nLive and Recording—CISP 2.00\, CRSP 2.00 creditsApproved for 1.5 ME CLE \n\n\n\nTo register\, please email amelia.dow@portlandtrust.com
URL:https://www.portlandtrust.com/event/recent-developments-2025-estate-and-trust-administration/
LOCATION:2 Monument Square\, Suite 703\, Portland\, ME 04101
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