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X-WR-CALDESC:Events for Portland Trust Co.
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251002T130000
DTEND;TZID=America/New_York:20251002T143000
DTSTAMP:20260525T082650
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:20251106T130000
DTEND;TZID=America/New_York:20251106T143000
DTSTAMP:20260525T082650
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:20251204T130000
DTEND;TZID=America/New_York:20251204T143000
DTSTAMP:20260525T082650
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:20260226T130000
DTEND;TZID=America/New_York:20260226T143000
DTSTAMP:20260525T082650
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:20260326T130000
DTEND;TZID=America/New_York:20260326T143000
DTSTAMP:20260525T082650
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:20260409T130000
DTEND;TZID=America/New_York:20260409T143000
DTSTAMP:20260525T082650
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:20260507T130000
DTEND;TZID=America/New_York:20260507T143000
DTSTAMP:20260525T082650
CREATED:20260213T210332Z
LAST-MODIFIED:20260213T210336Z
UID:6497-1778158800-1778164200@www.portlandtrust.com
SUMMARY:Fiduciary Litigation Annual Review for 2026
DESCRIPTION:Gain insight into contemporary fiduciary matters and effective strategies to mitigaterelated risks. A distinguished panel of trust litigation attorneys will present their annualanalysis of significant fiduciary issues currently under judicial consideration\, providingguidance on risk avoidance and the matters that commonly give rise to disputes. \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/fiduciary-litigation-annual-review-for-2026/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260820T130000
DTEND;TZID=America/New_York:20260820T143000
DTSTAMP:20260525T082650
CREATED:20260213T210611Z
LAST-MODIFIED:20260213T210614Z
UID:6499-1787230800-1787236200@www.portlandtrust.com
SUMMARY:Income Tax-Efficient Strategies for a Liquidity Event or Diversification
DESCRIPTION: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. \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/income-tax-efficient-strategies-for-a-liquidity-event-or-diversification/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260910T140000
DTEND;TZID=America/New_York:20260910T150000
DTSTAMP:20260525T082650
CREATED:20260213T210944Z
LAST-MODIFIED:20260213T210947Z
UID:6501-1789048800-1789052400@www.portlandtrust.com
SUMMARY:The Psychology of Financial Decision-Making — and Why It Matters
DESCRIPTION:Please note the new time! \n\n\n\nFinancial 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. \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/the-psychology-of-financial-decision-making-and-why-it-matters/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20261112T140000
DTEND;TZID=America/New_York:20261112T150000
DTSTAMP:20260525T082650
CREATED:20260213T211122Z
LAST-MODIFIED:20260213T211124Z
UID:6503-1794492000-1794495600@www.portlandtrust.com
SUMMARY:Tax Planning Conversations to Have Now
DESCRIPTION:Please note the new time. \n\n\n\nLisa 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. \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/tax-planning-conversations-to-have-now/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20261203T130000
DTEND;TZID=America/New_York:20261203T143000
DTSTAMP:20260525T082650
CREATED:20260213T211231Z
LAST-MODIFIED:20260213T211234Z
UID:6505-1796302800-1796308200@www.portlandtrust.com
SUMMARY:Recent Developments: 2026 Estate and Trust Administration
DESCRIPTION: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. \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/recent-developments-2026-estate-and-trust-administration/
END:VEVENT
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