Panel Discussion: Navigating Property Transfer and Family Dynamics
Date: Thursday, September 19, 2024
Time: 12:00pm - 2:00pm
Location: The Cumberland Club, 116 High Street, Portland, Maine
Speaker: James Hopkinson, Meghan Myers, Anya Endsley, Nicholas Anania and Lane Mixer Melanson
Join The Maine Estate Planning Council for an Informative Panel Discussion:
Navigating Property Transfer and Family Dynamics
Date: September 19th
Time: 12:00 PM – 2:00 PM
Location: The Cumberland Club, 116 High Street, Portland
Lunch will be served.
Explore essential topics to help you manage the transfer of family property with ease:
- Emotional & Family Considerations: Managing family dynamics, balancing sentimental value, and fostering open communication.
- Legal Aspects: Understanding property ownership, transfer methods (gifting, trusts, LLCs), and estate planning essentials.
- Financial Insights: Navigating tax implications, maintenance costs, insurance needs, and life insurance options.
- Practical Management: Setting usage agreements, defining roles, and planning for potential sales or exits.
- Long-Term Planning: Ensuring a sustainable future for the property through effective succession planning.
- Real-World Examples: Learning from case studies and experiences.
- Professional Guidance: Leveraging expertise from advisors, attorneys, and financial planners.
Don’t miss this opportunity to gain valuable insights and prepare for a smooth property transfer process.
Panelists:
James A. Hopkinson - Hopkinson & Abbondanza
Meghan L. Myers - Brann & Isaacson
Nicholas E. Anania - Verrill Dana
Anya F. Endsley - Verrill Dana
Lane Mixer Melanson - Chalmers Insurance Group
Moderator:
Katie L. Piper - Chalmers Insurance Group
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