MAINE ESTATE PLANNING COUNCIL

You’re Invited!
Join the Maine Estate Planning Council for an engaging and informative presentation:

Tax Law Updates for Planned Giving and Philanthropy

Our speakers, T. Griffin Leschefske Partner of Pierce Atwood, Kelly Pelletier and Nicholas Porto, Principals at Baker Newman Noyes, will share valuable insights on recent tax law developments and their impact on charitable giving and estate planning strategies.

Event Schedule:

• 5:00 PM – Networking, refreshments, and appetizers

• 5:30 – 6:30 PM – Educational presentation

• 6:30 – 7:00 PM – Social and continued networking

We look forward to an evening of learning, conversation, and connection with fellow professionals.

Speaker Bios:

Griff Leschefske’s practice centers on estate planning, charitable giving, and probate, trust, and fiduciary litigation, in which he represents individuals, families, fiduciaries, and institutional clients in all aspects of trust and estate planning, administration, and controversy. Griff also represents charitable organizations, educational institutions, and corporate clients with respect to planned giving and philanthropy matters.

In his estate planning practice, Griff provides counsel on wealth transfer and charitable planning, including through the use of sophisticated, tax-focused planning strategies, and planning for special assets. Griff also represents clients faced with unexpected trust and estate administrative problems arising after death, whether in the nature of under-performing or inappropriate estate plans, late tax elections, domicile issues, or ambiguous provisions.

Griff has notable experience with trust and estate litigation, where he provides comprehensive, solution-focused representation at all phases of controversy, drawing upon hands-on experience with sophisticated trust, estate and charitable planning to the strategic advantage of his clients.

Kelly is a Principal in the tax practice at Baker Newman Noyes. She is a member of BNN’s Gifts, Estates & Trust Group, a team of professional advisors who specialize in clients’ trust and estate matters and gifting strategies. With the firm since 2015, Kelly focuses her practice on income tax planning and compliance for high-net-worth individuals, trusts, and estates, as well as gift and estate tax planning and compliance. In addition to her specialized tax work, Kelly is a member of the BNN Women’s Committee.

Kelly earned her bachelor’s degree from Northeastern University, magna cum laude, and her JD from the University of North Carolina School of Law.

Nick is a Principal in the Tax Practice at Baker Newman Noyes specializing in tax-exempt organization compliance for public charities and private foundations, and is the firm’s go-to resource for 501(c)(3) complexities. Nick leads the firm’s nonprofit tax practice and serves tax-exempt entities and nonprofit organizations across New England. In addition to his specialized client work, Nick serves on the firm’s Board of Directors. BNN’s Board is responsible for the long-term vision and strategy of the firm.

Nick has been with the firm since 2010. An Honors College graduate, Nick earned bachelor’s and master’s degrees in accounting from the University of Maine, Orono.