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DTSTART;TZID=America/New_York:20240502T130000
DTEND;TZID=America/New_York:20240502T143000
DTSTAMP:20260420T215047
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
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240404T130000
DTEND;TZID=America/New_York:20240404T143000
DTSTAMP:20260420T215047
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:20260420T215047
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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