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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260409T130000
DTEND;TZID=America/New_York:20260409T143000
DTSTAMP:20260420T125432
CREATED:20260213T205558Z
LAST-MODIFIED:20260213T205835Z
UID:6492-1775739600-1775745000@www.portlandtrust.com
SUMMARY:Portability Revisited — Its Limitations and Benefits for Clients
DESCRIPTION:Portability\, the ability of a spouse to pass their estate tax exclusion to the survivor\, hasbecome an integral part of estate planning for marital couples. It carries even moresignificance now that the estate tax exclusion has moved to $15 million per person withno sunset. This session will review the benefits and potential pitfalls of portability. \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\nApproved for 1.5 ME CLE \n\n\n\nTo register\, please email amelia.dow@portlandtrust.com
URL:https://www.portlandtrust.com/event/portability-revisited-its-limitations-and-benefits-for-clients/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260326T130000
DTEND;TZID=America/New_York:20260326T143000
DTSTAMP:20260420T125432
CREATED:20260213T205349Z
LAST-MODIFIED:20260213T210053Z
UID:6490-1774530000-1774535400@www.portlandtrust.com
SUMMARY:Avoiding Pitfalls of Grantor Trusts
DESCRIPTION:Grantor trust planning has emerged as a key strategy for tax planning. Because thegrantor of the trust pays the income tax of the trust\, a grantor trust provides a vehicle forindirect gifts and for allowing the trust to appreciate. But the grantor trust also providesimportant flexibility for the grantor to enter into transactions with the trust and to managetrust assets\, liquidity and tax savings over time. This presentation will give an overviewof key strategies and pitfalls for grantor trusts. \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\nApproved for 1.5 ME CLE \n\n\n\nTo register\, please email amelia.dow@portlandtrust.com
URL:https://www.portlandtrust.com/event/avoiding-pitfalls-of-grantor-trusts/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260226T130000
DTEND;TZID=America/New_York:20260226T143000
DTSTAMP:20260420T125432
CREATED:20260213T205055Z
LAST-MODIFIED:20260213T205751Z
UID:6488-1772110800-1772116200@www.portlandtrust.com
SUMMARY:Estate Planning Post One Big Beautiful Bill Act
DESCRIPTION:The One Big Beautiful Bill Act (OBBBA) introduces significant changes\, includingincreased transfer tax exemptions and various individual income tax provisions. Many ofits most notable impacts are in the realm of charitable and business planning. Thissession will review the critical changes impacting estate planning\, as well as newopportunities under the Act. \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\nApproved for 1.5 ME CLE \n\n\n\nTo register\, please email amelia.dow@portlandtrust.com
URL:https://www.portlandtrust.com/event/estate-planning-post-one-big-beautiful-bill-act/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251204T130000
DTEND;TZID=America/New_York:20251204T143000
DTSTAMP:20260420T125432
CREATED:20250103T224426Z
LAST-MODIFIED:20251006T185847Z
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
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251106T130000
DTEND;TZID=America/New_York:20251106T143000
DTSTAMP:20260420T125432
CREATED:20250103T224254Z
LAST-MODIFIED:20251006T185651Z
UID:6451-1762434000-1762439400@www.portlandtrust.com
SUMMARY:Developments in the Treatment of Trusts in Divorce
DESCRIPTION: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 individual are completely irrelevant in determining how property will be divided if that individual gets divorced. That is not the case. In almost every state\, at a minimum the existence of the trust and the income a spouse regularly receives from it will be considered in determining the division of property and any alimony obligations. Moreover\, courts in some states increasingly are finding indirect ways to treat a trust or a portion of it as property subject to division\, even if the court cannot force a trustee to distribute trust property right away. We will explore new developments in this ever-changing area. \n\n\n\nDiscussion Highlights\n\n\n\n\nUnderstand the impact of the 2017 Tax Cuts and Jobs Act on the tax treatment of irrevocable trusts with an ex-spouse as a beneficiary and how to navigate these changes in estate planning.\n\n\n\nLearn about the general laws applicable to irrevocable trusts in the context of divorce and how these laws affect the division of property and alimony obligations.\n\n\n\nReview recent cases and explore how some state courts are increasingly finding ways to treat trusts as property subject to division in divorce proceedings.\n\n\n\nIdentify effective strategies for drafting and administering irrevocable trusts to help protect them from being considered in divorce settlements.\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/developments-in-the-treatment-of-trusts-in-divorce/
LOCATION:2 Monument Square\, Suite 703\, Portland\, ME 04101
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251002T130000
DTEND;TZID=America/New_York:20251002T143000
DTSTAMP:20260420T125432
CREATED:20250103T224057Z
LAST-MODIFIED:20250122T205010Z
UID:6449-1759410000-1759415400@www.portlandtrust.com
SUMMARY:Directed Trusts Revisited
DESCRIPTION: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. \n\n\n\nDiscussion Highlights\n\n\n\n\nIdentify best practices and guidelines for serving as a directed trustee\, including do’s and don’ts to ensure compliance and effective trust management.\n\n\n\nLearn about the variations in state laws governing directed trusts and how these differences affect the roles and responsibilities of trustees.\n\n\n\nReview recent legal cases to understand the liability issues faced by directed trustees and the implications for trust administration.\n\n\n\nExplore effective drafting strategies for clearly defining and dividing trustee responsibilities in directed trusts.\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—CTFA 2.00\, 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/directed-trusts-revisited/
LOCATION:2 Monument Square\, Suite 703\, Portland\, ME 04101
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250605T130000
DTEND;TZID=America/New_York:20250605T143000
DTSTAMP:20260420T125432
CREATED:20250103T223917Z
LAST-MODIFIED:20250122T205054Z
UID:6447-1749128400-1749133800@www.portlandtrust.com
SUMMARY:Post-Mortem Publicity Rights
DESCRIPTION: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 to control the use of one’s name and likeness to last beyond the individual’s life\, making it an asset that must be dealt with at death. It can be a very significant asset for musicians\, entertainers\, athletes\, authors and others whose livelihood depends in part on commercialization of their name and likeness. \n\n\n\nDiscussion Highlights\n\n\n\n\nIdentify effective strategies for planning with the right of publicity\, ensuring that this asset is properly managed and protected in estate planning.\n\n\n\nGain a clear understanding of what the right of publicity entails and its significance for individuals whose livelihoods depend on the commercialization of their name\, image or likeness.\n\n\n\nExplore the state laws that govern the right of publicity\, including how these laws extend beyond an individual’s life and the implications for estate planning.\n\n\n\nLearn about the methods used to value the right of publicity.\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—CTFA 2.00\, 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/post-mortem-publicity-rights/
LOCATION:2 Monument Square\, Suite 703\, Portland\, ME 04101
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250501T130000
DTEND;TZID=America/New_York:20250501T143000
DTSTAMP:20260420T125432
CREATED:20250103T223721Z
LAST-MODIFIED:20250122T205114Z
UID:6445-1746104400-1746109800@www.portlandtrust.com
SUMMARY:Fiduciary Litigation Annual Review for 2025
DESCRIPTION: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. \n\n\n\nDiscussion Highlights\n\n\n\n\nExplore effective strategies for managing fiduciary litigation\, including dispute resolution techniques and proactive planning measures.\n\n\n\nExamine key fiduciary litigation cases and rulings from 2025 to understand their implications for trust and estate administration.\n\n\n\nIdentify emerging trends and common issues in fiduciary litigation to better anticipate and address potential challenges.\n\n\n\nLearn best practices for fiduciary conduct to minimize the risk of litigation and ensure compliance with legal and ethical standards.\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—CTFA 2.00\, 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/fiduciary-litigation-annual-review-for-2025/
LOCATION:2 Monument Square\, Suite 703\, Portland\, ME 04101
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250403T130000
DTEND;TZID=America/New_York:20250403T143000
DTSTAMP:20260420T125432
CREATED:20250103T223406Z
LAST-MODIFIED:20250122T205126Z
UID:6440-1743685200-1743690600@www.portlandtrust.com
SUMMARY:Impact of the Election on Future Tax Legislation
DESCRIPTION:This session will review the prospects for new tax legislation that could affect wealth planning in the aftermath of the 2024 elections. \n\n\n\nDiscussion Highlights\n\n\n\n\nReview tax-related legislative initiatives that align with the winning party’s agenda and their implications.\n\n\n\nAssess the tax policy proposals put forth by the newly elected president and their potential impact.\n\n\n\nExamine the makeup of the new Congress and the likelihood that it would pass major tax legislation.\n\n\n\nThe higher estate tax exclusion and other provisions of the 2017 Tax Cuts and Jobs Act expire at the end of 2025 — explore the potential effects for wealth planning.\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—CTFA 2.00\, 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/impact-of-the-election-on-future-tax-legislation/
LOCATION:2 Monument Square\, Suite 703\, Portland\, ME 04101
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241205T130000
DTEND;TZID=America/New_York:20241205T143000
DTSTAMP:20260420T125432
CREATED:20240305T014513Z
LAST-MODIFIED:20241024T170108Z
UID:6419-1733403600-1733409000@www.portlandtrust.com
SUMMARY:Recent Developments (2024)
DESCRIPTION: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 changes can affect clients and customers. \n\n\n\nDiscussion Highlights: \n\n\n\n\nLegislative developments\n\n\n\nRegulatory developments\n\n\n\nGifts\n\n\n\nValuation\n\n\n\nEstate inclusion\n\n\n\nMarital and charitable deductions\n\n\n\nGST issues\n\n\n\nFiduciary income tax\n\n\n\n\nSpeakers: \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—CTFA 2.00\, 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/cle-12052024/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241107T130000
DTEND;TZID=America/New_York:20241107T143000
DTSTAMP:20260420T125432
CREATED:20240305T014147Z
LAST-MODIFIED:20241024T170146Z
UID:6418-1730984400-1730989800@www.portlandtrust.com
SUMMARY:Managing Conflicts in a Trust
DESCRIPTION:There is no such thing as a trust that can avoid all conflict among beneficiaries or between beneficiaries and trustees. But much can be done during drafting and administration to minimize the conflicts. This session will discuss various options and good trust administration processes. \n\n\n\nDiscussion Highlights: \n\n\n\n\nDisputes among family members and their sources\n\n\n\nDrafting to minimize the chances of family disagreement\n\n\n\nCreative no contest clauses\n\n\n\nTrustee removal and replacement\n\n\n\nThe limits on waiving trustee liability\n\n\n\nTrust modification\n\n\n\nAlternate dispute resolution\n\n\n\n\nSpeakers: \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—CTFA 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/cle-11072024/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241003T130000
DTEND;TZID=America/New_York:20241003T143000
DTSTAMP:20260420T125432
CREATED:20240305T013924Z
LAST-MODIFIED:20241024T170159Z
UID:6417-1727960400-1727965800@www.portlandtrust.com
SUMMARY:Sunset 2025? Planning with the Estate Tax Exclusion Given Future Uncertainty
DESCRIPTION:At the end of 2025\, the increase in the estate tax applicable exclusion amount made in 2017 is scheduled to sunset\, cutting the exclusion in half. This session will discuss planning in anticipation of this possible major change in the estate tax law. \n\n\n\nDiscussion Highlights: \n\n\n\n\nPlanning in anticipation of a possible sunset\n\n\n\nAvoiding the step transaction and reciprocal trusts doctrines\n\n\n\nUpdate on valuation adjustment clauses to reduce audit risk\n\n\n\nGuidance on how much time wealth advisors need to implement new lifetime transfers\n\n\n\nOther important tax considerations based on the position papers of the current presidential candidates\n\n\n\n\nSpeakers: \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—CTFA 2.0 creditsApproved for 1.5 ME CLE \n\n\n\nTo register\, please email amelia.dow@portlandtrust.com.
URL:https://www.portlandtrust.com/event/cle-10052024/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240905T130000
DTEND;TZID=America/New_York:20240905T143000
DTSTAMP:20260420T125432
CREATED:20240305T013643Z
LAST-MODIFIED:20240312T223443Z
UID:6416-1725541200-1725546600@www.portlandtrust.com
SUMMARY:Planning Challenges for Families with Multi-National Family Members or Assets
DESCRIPTION:Many U.S.- based families have one or more family members living outside the  country for many years or even permanently. Other families acquire property in a foreign country. This session will review some of the more common issues to watch for when dealing with the legal and tax systems of different countries. \n\n\n\nDiscussion Highlights: \n\n\n\n\nMost common legal and tax differences important to estate planning between the U.S. and other countries\n\n\n\nNon-U.S. citizen spouses and the marital deduction\n\n\n\nOwning real property in another country\n\n\n\nChallenges with trusts that exist even in other common law jurisdictions\n\n\n\nU.S. citizens who have a tax residency in a foreign country who own interests in a U.S. business entity\n\n\n\nBasic challenges in opening accounts across jurisdictions\n\n\n\nEU and U.K. ownership disclosure requirements \n\n\n\n\nSpeakers: \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—CTFA 2.0 creditsApproved for 1.5 ME CLE \n\n\n\nTo register\, please email amelia.dow@portlandtrust.com.
URL:https://www.portlandtrust.com/event/cle-09052024/
LOCATION:Virtual
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240606T130000
DTEND;TZID=America/New_York:20240606T143000
DTSTAMP:20260420T125432
CREATED:20240305T013010Z
LAST-MODIFIED:20240312T223526Z
UID:6413-1717678800-1717684200@www.portlandtrust.com
SUMMARY:Asset Rich\, Cash Poor: Planning for the Illiquid Estate
DESCRIPTION:Explore the planning challenges for individuals with significant wealth but few liquid assets. The estate tax is due nine months after the date of death\, and the federal government generally accepts cash only. The speakers in this session will discuss the techniques and election options to address this challenge. \n\n\n\nDiscussion Highlights: \n\n\n\n\nValuation rules and opportunities                      \n\n\n\nAlternate valuation and special use valuation\n\n\n\nCharitable planning with business interests      \n\n\n\nBuy-sell agreements and the use of life insurance\n\n\n\nSection 303 redemptions \n\n\n\nDeferral of estate tax payment under Section 6166\n\n\n\nLoans to facilitate payment of estate tax\, and rules on deductibility of interest\n\n\n\nLifetime steps for transferring property and structuring entities to facilitate use of special rules available at death\n\n\n\n\nSpeakers: \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—CTFA 2.00 creditsApproved for 1.5 ME CLE \n\n\n\n\nTactics to reduce client resistance to discussing difficult topics such as intergenerational wealth transfers\, health care wishes or a change in beneficiary\n\n\n\n\nSpeaker: \n\n\n\nKathleen Burns Kingsbury\, Wealth Psychology Expert\, Author & Coach\, KBK Wealth Connection \n\n\n\nTo register\, please email amelia.dow@portlandtrust.com.
URL:https://www.portlandtrust.com/event/cle-06022024/
LOCATION:Virtual
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240502T130000
DTEND;TZID=America/New_York:20240502T143000
DTSTAMP:20260420T125432
CREATED:20240305T012624Z
LAST-MODIFIED:20240312T223642Z
UID:6412-1714654800-1714660200@www.portlandtrust.com
SUMMARY:Fiduciary Litigation Annual Review (2024)
DESCRIPTION:A panel of trust litigation attorneys conducts an annual review of current key fiduciary issues being addressed by the courts and provides advice on how to avoid associated risks. \n\n\n\nDiscussion Highlights: \n\n\n\n\nTax issues for trusts\n\n\n\nTrustee obligations to report and account\n\n\n\nAlleged breaches of fiduciary duty\n\n\n\nAttorney-client privilege\n\n\n\nThe duty of impartiality and conflicts\n\n\n\nTrust modifications and challenges to them\n\n\n\n\nSpeakers: \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—CTFA 2.0\, CRSP 2.0 creditsApproved for 1.5 ME CLE \n\n\n\nTo register\, email amelia.dow@portlandtrust.com.
URL:https://www.portlandtrust.com/event/cle-05022024/
LOCATION:Virtual
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240404T130000
DTEND;TZID=America/New_York:20240404T143000
DTSTAMP:20260420T125432
CREATED:20240305T012223Z
LAST-MODIFIED:20240312T223726Z
UID:6409-1712235600-1712241000@www.portlandtrust.com
SUMMARY:Where Does Your Trust Live?
DESCRIPTION:The situs of a trust — where it is administered and the law that applies — can make a significant difference in trust administration and tax matters. This webinar will discuss the important ramifications of trust situs and how to use it for planning purposes. \n\n\n\nDiscussion Highlights: \n\n\n\n\nRules and limits for determining and selecting trust situs\n\n\n\nThe rule against perpetuities\n\n\n\n“Silent trusts” and its impact on trustee obligations to disclose \n\n\n\n\nand account \n\n\n\n\nOther significant laws or concepts affected by situs\, including asset protection\, powers of appointment\, trust modification\, creation of a directed trust\, no contest clauses and alternative dispute resolution\n\n\n\n\nSpeakers: \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—CTFA 2.0 credits \n\n\n\nApproved for  1.5 ME CLE  \n\n\n\nTo register\, please email amelia.dow@portlandtrust.com.
URL:https://www.portlandtrust.com/event/cle-04042024/
LOCATION:Virtual
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240307T130000
DTEND;TZID=America/New_York:20240307T143000
DTSTAMP:20260420T125432
CREATED:20240305T011549Z
LAST-MODIFIED:20240305T012428Z
UID:6408-1709816400-1709821800@www.portlandtrust.com
SUMMARY:Estate Planning for the Modern Family
DESCRIPTION:The traditional concept of families and descendants from the 1980s and earlier does not apply to many families today. This session will address planning for the modern family that may have unique attributes. \n\n\n\nDiscussion Highlights: \n\n\n\n\nFamily members who are highly mobile across state and countries\n\n\n\nDescendants born through assisted reproductive technologies\n\n\n\nBlended Families\n\n\n\nSame-sex marriages and relationships\n\n\n\n\nSpeakers: \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—CTFA 2.0 credits \n\n\n\nApproved for 1.5 ME CLE  \n\n\n\nTo register\, please email mail@portlandtrust.com.
URL:https://www.portlandtrust.com/event/cle-03072024/
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