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.
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