Preti Flaherty has a multi-state trust and estate practice focused on the legal and financial issues associated with individuals and families and the accumulation, conservation and transfer of wealth. We develop close relationships with our clients, taking the time to understand their goals and objectives and educate them about the various options before assisting with the implementation of their estate plan. When a trust or estate dispute arises, we draw on the substantive knowledge of our attorneys and the strength of the firm’s litigation practice group. We provide counsel and legal solutions for the full range of matters involved in trusts and estates. Our experience includes:

  • Estate planning
  • Wills, trusts, durable powers of attorney and other family-controlled entities
  • Re-titling of assets
  • Retirement plan assets including IRAs, 401(k)s and qualified plans
  • Probate litigation
  • Representation of executors, personal representatives, trustees and beneficiaries
  • Contested trust and estate matters
  • Guardianship and conservatorship proceedings
  • Non-profit/charitable planning
  • Effective and efficient tax planning
  • Formation and operation of family foundations
  • Representation before the IRS, state revenue authorities and regulatory agencies

A wealth of experience in estate and trust administration

In addition to matters of planning and dispute resolution, our attorneys regularly advise and assist individual and professional fiduciaries with basic and complex legal and financial issues related to estate and trust administration. Our services include assisting with admission of decedent’s will to probate, identification and gathering of assets, representing the estate against legal actions such as third-party creditor claims, preparation of estate tax returns, the distribution of assets and obtaining the discharge of the fiduciary. We also advise trustees regarding legal issues associated with creation, operation and termination of a trust. As part of our services, we also prepare any fiduciary-related accountings and inventories.

Firm Highlights

News

2021 Maine Diversity Summer Associate Program Expands to Include Additional Law Firms and Corporate Partners

Following a highly successful inaugural year, the three founding law firms of the Maine D1L Diversity Summer Associate program and the University of Maine School of Law welcome all of the new participating law...

Event

The Crisis of the She-cession and What Employers Can Do to Address It

Preti Flaherty is proud to partner with our friends at KMA Human Resources Consulting for their Lunch and Legal Conversations webinar series, moderated by Rhoda McVeigh, Director of Consulting Services at KMA. Each program...

Publication

New Eviction Restrictions for Portland, Maine

On November 3, 2020, voters in Portland approved an amendment to the Code of Ordinances which will implement rent control and tenant protections.  The new Sec. 6-236 of the Code of Ordinances extends the...

Event

The Future of Work: Assessing the Long-Term Impacts of COVID in the Workplace

Preti Flaherty is proud to partner with our friends at KMA Human Resources Consulting for their Lunch and Legal Conversations webinar series, moderated by Rhoda McVeigh, Director of Consulting Services at KMA. Each program...

Publication

Governor Janet Mills Releases Maine Supplemental and Biennial Budgets

Governor Mills released both the Supplemental and the Biennial Budgets today. The Revenue Forecasting Committee has estimated a $650 million revenue shortfall in 2021 – 2023 combined. In his presentation to the Appropriations Committee...

News

Preti Flaherty Partnership Announces Promotion of Moppin, Rideout, White to Partner

Preti Flaherty is pleased to announce that the firm’s partnership has named three new partners: Sara N. Moppin, Laura A. Rideout, and Emily T. White.  Each attorney stands out as a distinguished practitioner within...

Press Coverage

Should workers wary of COVID-19 vaccines be forced to take one for the team?

As COVID-19 vaccinations become more readily available, should employers be legally allowed to mandate vaccination for all employees? Maine employers are wrestling with the choice of whether or not to mandate employees be vaccinated...

Publication

Maine Workers' Comp Alert: WCB Revises Fee Schedule

The Maine Workers' Compensation Board has completed the annual update of its Medical Fee Schedule. Appendix II (professional fees) and Appendix IV (outpatient facility fees) have been updated in accordance with Title 39-A M.R.S.A...

Press Coverage

A Maine Legislature changed by the pandemic could challenge lobbyists in 2021

The 2021 Maine legislative session will present a number of unprecedented challenges for lobbyists. Since the coronavirus pandemic began, the State House has been closed to everyone but essential workers, and most meetings, committee votes, and public...

News

Attorney Bodie B. Colwell Elected IWIRC Management Committee Vice Director of Social Media

Preti Flaherty is proud to announce that attorney Bodie B. Colwell has been elected to the Management Committee of the International Women's Insolvency & Restructuring Confederation (IWIRC), where, effective January 1, 2021, she will serve...