Portland Trust Co.

Where Does Your Trust Live?
2024-04-04 13:00 - 14:30 (America/New_York) | Virtual
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.

Discussion Highlights:

Rules and limits for determining and selecting trust situs

The rule against perpetuities

“Silent trusts” and its impact on trustee obligations to disclose

and account

Other 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

Speakers:

Thomas W. Abendroth, Partner, ArentFox Schiff LLP

Stephen W. Murphy Partner, McGuireWoods LLP

Continuing Education Credits:

Live and Recording—CTFA 2.0 credits

Approved for 1.5 ME CLE

To register, please email amelia.dow@portlandtrust.com.

Estate Planning for the Modern Family
2024-03-07 13:00 - 14:30
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.

Discussion Highlights:

Family members who are highly mobile across state and countries

Descendants born through assisted reproductive technologies

Blended Families

Same-sex marriages and relationships

Speakers:

Thomas W. Abendroth, Partner, ArentFox Schiff LLP

Stephen W. Murphy, Partner, McGuireWoods LLP

Continuing Education Credits:

Live and Recording—CTFA 2.0 credits

Approved for 1.5 ME CLE

To register, please email mail@portlandtrust.com.
