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X-ORIGINAL-URL:https://www.portlandtrust.com
X-WR-CALDESC:Events for Portland Trust Co.
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260226T130000
DTEND;TZID=America/New_York:20260226T143000
DTSTAMP:20260420T183751
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:20260420T183751
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:20260420T183751
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:20260420T183751
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:20260420T183751
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:20260420T183751
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:20260420T183751
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:20260420T183751
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/
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