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DTSTART;TZID=America/New_York:20241107T130000
DTEND;TZID=America/New_York:20241107T143000
DTSTAMP:20260420T230650
CREATED:20240305T014147Z
LAST-MODIFIED:20241024T170146Z
UID:6418-1730984400-1730989800@www.portlandtrust.com
SUMMARY:Managing Conflicts in a Trust
DESCRIPTION:There is no such thing as a trust that can avoid all conflict among beneficiaries or between beneficiaries and trustees. But much can be done during drafting and administration to minimize the conflicts. This session will discuss various options and good trust administration processes. \n\n\n\nDiscussion Highlights: \n\n\n\n\nDisputes among family members and their sources\n\n\n\nDrafting to minimize the chances of family disagreement\n\n\n\nCreative no contest clauses\n\n\n\nTrustee removal and replacement\n\n\n\nThe limits on waiving trustee liability\n\n\n\nTrust modification\n\n\n\nAlternate 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 2.00 creditsApproved for 1.5 ME CLE \n\n\n\nTo register\, please email amelia.dow@portlandtrust.com.
URL:https://www.portlandtrust.com/event/cle-11072024/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241003T130000
DTEND;TZID=America/New_York:20241003T143000
DTSTAMP:20260420T230650
CREATED:20240305T013924Z
LAST-MODIFIED:20241024T170159Z
UID:6417-1727960400-1727965800@www.portlandtrust.com
SUMMARY:Sunset 2025? Planning with the Estate Tax Exclusion Given Future Uncertainty
DESCRIPTION:At the end of 2025\, the increase in the estate tax applicable exclusion amount made in 2017 is scheduled to sunset\, cutting the exclusion in half. This session will discuss planning in anticipation of this possible major change in the estate tax law. \n\n\n\nDiscussion Highlights: \n\n\n\n\nPlanning in anticipation of a possible sunset\n\n\n\nAvoiding the step transaction and reciprocal trusts doctrines\n\n\n\nUpdate on valuation adjustment clauses to reduce audit risk\n\n\n\nGuidance on how much time wealth advisors need to implement new lifetime transfers\n\n\n\nOther important tax considerations based on the position papers of the current presidential candidates\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 creditsApproved for 1.5 ME CLE \n\n\n\nTo register\, please email amelia.dow@portlandtrust.com.
URL:https://www.portlandtrust.com/event/cle-10052024/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240905T130000
DTEND;TZID=America/New_York:20240905T143000
DTSTAMP:20260420T230650
CREATED:20240305T013643Z
LAST-MODIFIED:20240312T223443Z
UID:6416-1725541200-1725546600@www.portlandtrust.com
SUMMARY:Planning Challenges for Families with Multi-National Family Members or Assets
DESCRIPTION:Many U.S.- based families have one or more family members living outside the  country for many years or even permanently. Other families acquire property in a foreign country. This session will review some of the more common issues to watch for when dealing with the legal and tax systems of different countries. \n\n\n\nDiscussion Highlights: \n\n\n\n\nMost common legal and tax differences important to estate planning between the U.S. and other countries\n\n\n\nNon-U.S. citizen spouses and the marital deduction\n\n\n\nOwning real property in another country\n\n\n\nChallenges with trusts that exist even in other common law jurisdictions\n\n\n\nU.S. citizens who have a tax residency in a foreign country who own interests in a U.S. business entity\n\n\n\nBasic challenges in opening accounts across jurisdictions\n\n\n\nEU and U.K. ownership disclosure requirements \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 creditsApproved for 1.5 ME CLE \n\n\n\nTo register\, please email amelia.dow@portlandtrust.com.
URL:https://www.portlandtrust.com/event/cle-09052024/
LOCATION:Virtual
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240606T130000
DTEND;TZID=America/New_York:20240606T143000
DTSTAMP:20260420T230651
CREATED:20240305T013010Z
LAST-MODIFIED:20240312T223526Z
UID:6413-1717678800-1717684200@www.portlandtrust.com
SUMMARY:Asset Rich\, Cash Poor: Planning for the Illiquid Estate
DESCRIPTION:Explore the planning challenges for individuals with significant wealth but few liquid assets. The estate tax is due nine months after the date of death\, and the federal government generally accepts cash only. The speakers in this session will discuss the techniques and election options to address this challenge. \n\n\n\nDiscussion Highlights: \n\n\n\n\nValuation rules and opportunities                      \n\n\n\nAlternate valuation and special use valuation\n\n\n\nCharitable planning with business interests      \n\n\n\nBuy-sell agreements and the use of life insurance\n\n\n\nSection 303 redemptions \n\n\n\nDeferral of estate tax payment under Section 6166\n\n\n\nLoans to facilitate payment of estate tax\, and rules on deductibility of interest\n\n\n\nLifetime steps for transferring property and structuring entities to facilitate use of special rules available at death\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 2.00 creditsApproved for 1.5 ME CLE \n\n\n\n\nTactics to reduce client resistance to discussing difficult topics such as intergenerational wealth transfers\, health care wishes or a change in beneficiary\n\n\n\n\nSpeaker: \n\n\n\nKathleen Burns Kingsbury\, Wealth Psychology Expert\, Author & Coach\, KBK Wealth Connection \n\n\n\nTo register\, please email amelia.dow@portlandtrust.com.
URL:https://www.portlandtrust.com/event/cle-06022024/
LOCATION:Virtual
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240502T130000
DTEND;TZID=America/New_York:20240502T143000
DTSTAMP:20260420T230651
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
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240404T130000
DTEND;TZID=America/New_York:20240404T143000
DTSTAMP:20260420T230651
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:20260420T230651
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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