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

Event

N.H. Virtual Employment Law Summit Series: Options for Dealing with Your Employees' COVID-19 Challenges

For over 25 years, Preti Flaherty's Employment Law Group has been keeping clients, business partners and friends up to date on recent employment law developments through our annual Employment Law Summits. Earlier this summer...

Event

Maine Virtual Employment Law Summit Series: Options for Dealing with Your Employees' COVID-19 Challenges

For the past 26 years, Preti Flaherty's Employment Law Group has been keeping clients, business partners and friends up to date on recent employment law developments through our annual Employment Law Summits. Earlier this...

Publication

Legislative Alert: Economic Recovery Grant Program Update

On Thursday, August 20, 2020, Governor Janet Mills announced the launch of the newly established Maine Economic Recovery Grant Program – a state-based approach to help support struggling Maine businesses and nonprofit organizations that...

Publication

It's Time to Fight Back Against Illegal State and Local Cannabis Laws

Matt Warner, of Preti Flaherty's Cannabis Business Practice Group, has authored an article for Cannabis Business Executive  on the constitutionality of state residency requirements for obtaining a license to operate a cannabis-related business, how such...

Publication

Maine Workers' Comp Alert: Update on Appellate Division Findings on Notice of Injury Requirements

Maine WC Appellate Division Affirms Decision Finding Untimely Notice of Injury; Reiterates Requirements for Timely Notice As background, the notice period is 90 days for dates of injury between January 1, 1993, and January...

Press Coverage

Washington Cannabis Company Says Oklahoma Residency Rules Unconstitutional

Oklahoma has become the latest battleground in the growing challenge to state residency requirements for cannabis business licenses. As has happened in Maine and other states, a nonresident business has initiated a suit against...

News

Preti Flaherty Joins Maine Justice Foundation for Racial Justice Fund

As part of our ongoing efforts to promote racial justice, Preti Flaherty has joined with the Maine Justice Foundation and other local businesses and philanthropists to create the Racial Justice Fund . Each of the 22 founders...

News

Federal Indictments Follow Long-Running Antitrust Class Action in Ready-Mix Concrete Industry

Yesterday, the U.S. Department of Justice announced that a federal grand jury in Savannah, Georgia, indicted a ready-mix concrete company and four individuals for fixing prices, rigging bids, and allocating customers and markets in...

Press Coverage

Portland-Based Education Nonprofit Sued For Study Abroad Refunds

A class-action suit has been filed against CIEE on behalf of thousands of college students who were denied any refund of tuition, room and board, and other fees for Spring 2020 study abroad programs...

Event

N.H. Virtual Employment Law Summit Series: Managing a Safe Return to Work

For over 25 years, Preti Flaherty's Employment Law Group has been keeping clients, business partners and friends up to date on recent employment law developments through our annual Employment Law Summits. Earlier this summer...