Schedule:
Friday, May 29th, 2025 | 7:45 AM - 5PM
Saturday, May 30th, 2025 | 8 AM - 4 PM
Thursday topics include (see brochure for description and time):
Advanced Concepts in Estate Planning: Case Studies
Introduction to Estate Planning and Non-Probate (also being shown as a webcast)
Introduction to Grantor Trusts: A Review of the Tax Rules and Planning Opportunities
MaineCare Denial, Now What Do You Do?
Planning for Retirement Benefits: IRA Mistakes & How to Fix Them (also being shown as a webcast)
Protecting a Legacy: Estate Planning for the Small Business Owner
Pubic Benefits 101 (also being shown as a webcast)
Real Estate
Representing Clients Through the Maine Uniform Guardianship, Conservatorship and Protective Proceedings Act
Safeguarding Public Benefits with Special Needs Trusts, ABLE Accounts, and More (also being shown as a webcast)
Social Security Benefits: A Closer Look at Benefits for Workers and Their Spouse and Children Under Title II of the Social Security Act
Til Death—or the POA—Do Us Part: Protecting Spousal Assets from Adult Children
Trust as Beneficiary of IRA
Trust Modification
Friday topics include (see brochure for description and time):
An Overview of Non-Probate Assets, Beneficiary Designations, and Trust Funding
Asset Protection: Techniques Including Trusts (also being shown as a webcast)
Basis Step-Up: Using 706/706ME (also being shown as a webcast)
Canada-U.S.A. Cross-Border Issues
Discussion of Technical Issues and Strategies
Ethics in Client Representation-Practice Management (also being shown as a webcast)
Family Camps
Fiduciary Liability
Good Trustee Selection and Succession: A
Introduction to Grantor Trusts: A Review of the Tax Rules and Planning Opportunities
Introduction to Tax Planning: Basic Bypass, Portability (also being shown as a webcast)
MaineCare Basics (also being shown as a webcast)
Probate 201
Special Needs Trusts Administration
Veteran's Benefits
Registration:
To register, go to: https://www.mainebar.org/events/EventDetails.aspx?id=1954614&group=