October Event--Fiduciary Issues in Trust Administration

Date: Thursday, October 21, 2021
Time: 3:00pm - 4:30pm
Location: Zoom
Speaker: Caitlin DiMillo, Lauren Epstein, and Alexander Latendresse

Zoom presentation by

Caitlin DiMillo, Lauren Epstein & Alexander Latendresse

Thursday, October 21, 2021

3:00 – 4:30 PM

Topic: Fiduciary Issues in Trust Administration

Please join the Maine Estate Planning Council for a presentation on Fiduciary Issues in Trust Administration featuring Caitlin DiMillo of Spinnaker Trust, Lauren Epstein of Camden National Wealth Management, and Alexander Latendresse of Portland Trust Company.  In this program, our speakers will discuss managing relationships with grantors and beneficiaries, distribution standards and the decision-making process, fiduciary liability, and legal tools available for maintaining flexibility with trusts.

Related Document(s):

See Upcoming Event Calendar