Portland Trust Co.

Income Tax-Efficient Strategies for a Liquidity Event or Diversification
2026-08-20 13:00 - 14:30 (America/New_York)
This advanced-level program will provide an in-depth review of income tax-efficientstrategies for individuals, business owners, and families facing major liquidity events ordiversification transactions. The presenters will discuss techniques such as structuredinstallment sales, charitable and non-charitable trust planning, qualified opportunityfunds, and corporate or partnership reorganizations designed to minimize or deferfederal and state income tax exposure. Attendees will also learn how to integrate post-liquidity structures to optimize cash flow management, family wealth preservation andcharitable impact.

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

The Psychology of Financial Decision-Making — and Why It Matters
2026-09-10 14:00 - 15:00
Please note the new time!

Financial choices are not driven by numbers alone. They are also shaped by humanbehavior, emotions and biases. This webinar explores the psychology behind financialdecision-making and the principles of behavioral finance that influence advisors andtheir clients. Participants will gain insights into the most common cognitive andemotional biases, understand how these factors affect money choices, and learnpractical strategies to guide clients toward sound, goal-aligned decisions.

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

Tax Planning Conversations to Have Now
2026-11-12 14:00 - 15:00
Please note the new time.

Lisa R. Featherngill, Senior Vice President and National Director of Wealth Planning atComerica Wealth Management, will share insights and strategies for tax planningconversations with clients in light of tax legislation changes, steady interest rates andenhanced deductions. Advisors will learn approaches they can use to successfullynavigate conversations on income tax considerations, estate planning strategies andpreparing heirs for wealth transfer.

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

Recent Developments: 2026 Estate and Trust Administration
2026-12-03 13:00 - 14:30
This presentation will update attendees on 2026 legislative and regulatorydevelopments, rulings and cases in estate planning and gifts, generation-skippingtransfers and fiduciary income tax. We’ll also discuss how the changes can affect clientsand customers.

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
