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

Preti Flaherty Partnership Announces Promotion to Partner of Kristin Collins and John Cronan, III

Preti Flaherty is pleased to announce that the firm’s partnership has named two new partners: Kristin M. Collins and John J. Cronan, III. Both attorneys stand out as distinguished practitioners within their respective fields...

Publication

Legislative Alert: Convening of the 2nd Regular Session of the 130th Legislature

The Second Regular Session of the 130 th Legislature will convene next Wednesday, January 5 th at 10 a.m. This is intended to be an in-person session of both the House and Senate with...

News

Preti Flaherty Attorneys Mariana Baron and Nelson Larkins Honored by Maine Supreme Judicial Court for Pro Bono Service

Preti Flaherty is pleased to announce that attorneys Mariana Baron and Nelson Larkins have been honored by the Katahdin Counsel Recognition Program for their 2021 contributions to pro bono legal aid in the state...

News

Preti Flaherty Welcomes Attorney Jeffrey Thaler to the Firm

In a move that significantly expands its pioneering Climate Strategy Practice Group, Preti Flaherty Beliveau & Pachios, LLP is pleased to announce that it has hired Jeffrey Thaler, a leading climate and clean energy...

Publication

EPA Makes History With First-Ever Addition of Hazardous Air Pollutant

After a decade-long back-and-forth with states, NGOs and industry groups, the U.S. Environmental Protection Agency has finally announced that it will add a powerful dry cleaning solvent, 1-bromopropane, or “1-BP” to its list of...

Press Coverage

Maine Newspapers Fight Anonymous Testimony in Lawsuit Challenging Vaccine Mandate

A group of newspapers in Portland, Lewiston, Augusta, and Waterville, represented by Preti Flaherty attorney Sigmund Schutz, have filed a motion in federal court requesting the identity of nine healthcare workers seeking religious exemption from the state's...

Publication

What Do the Supreme Court's Vaccination Rulings Mean for Your Business?

Reflecting the deep rift in public opinion concerning the government’s role in dictating how businesses, health care entities and public sector employers ought to act to stem the spread of COVID-19, a divided U.S. Supreme...

News

Preti Flaherty Attorney Sigmund D. Schutz Named to AAA Roster of Arbitrators

Preti Flaherty is pleased to announce that attorney Sigmund Schutz was recently named to the American Arbitration Association’s (AAA) Roster of Arbitrators. AAA is a not-for-profit organization in the field of alternative dispute resolution...

Publication

Maine Supreme Court Affirms Decision in Workers’ Compensation Case Regarding Notice Requirements

In  Desgrosseilliers v. Auburn Sheet Metal  (2021 ME 63 [December 16, 2021]), the question presented is whether an employee is required to give notice of his occupational disease claim to his former employer’s insurer...

Press Coverage

Preti Flaherty Attorneys Walker and Sedlack Provide Counsel in Portland Recount Battle

After two days, hours of discussions, reported discrepancies in voting machines, and a hand recount of ballots, Roberto Rodriguez emerged as the winner of Portland’s at-large city council election. The hotly contested race was the first ranked-choice...