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

Kenneth Rubinstein and Anthony Manhart to Present on Modifying AIA Contract Documents

AIA contract documents are the industry standard for managing contractual relationships in construction and design projects. Despite this widespread use, the contracts often contain holes and fail to protect the interests of particular clients...

Event

Legal Lunches: Workin' for the Weekend

Laura Rideout and John Cronan will participate in a panel discussion called "Workin' for the Weekend: Team Safety Including Wage & Hour, OSHA and Workers' Comp in a Post-COVID World" as a part of...

Publication

Beyond Maine’s Ban-the-Box Statute: Practical Employer Considerations

In five (5) days, Maine’s Fair Chance Employment Act goes into effect.  We originally summarized the objective and impact of that legislation in an alert posted on August 11, 2021 .  Now is the...

News

Nineteen Preti Flaherty Attorneys Selected for Inclusion in 2021 Super Lawyers

Nineteen Preti Flaherty attorneys have been selected for recognition by Super Lawyers , including eleven Rising Stars. Super Lawyers rates outstanding lawyers throughout the United States in more than 70 practice areas. Only five...

Event

Dan Walker to Present on Maine Cannabis Law and Policy at Cumberland Bar Association

Preti Flaherty attorney and Cannabis Business Group chair Dan Walker will present on the topic "Maine Cannabis Law and Policy: Review of Current Status and Updates to Maine’s Two Cannabis Programs – Medical and...

Press Coverage

In Reversal, Maine CDC Will Allow "Advocacy Journalists" into Next COVID-19 Briefing

Following an announcement by Gov. Janet Mills, representatives from the Maine People's Alliance and the Maine Policy Institute will be allowed to attend and participate in the weekly livestream COVID-19 briefings presented by the Maine Center for Disease...

Publication

Employees Who Refuse to Comply with a Mandatory Vaccination Policy are Generally Ineligible to Receive Unemployment Benefits

Following a nationwide spike in cases, hospitalizations, and deaths, an increasing number of Maine private businesses and colleges have joined the healthcare industry in requiring workers to provide proof of vaccination against COVID-19. Vaccine...

News

Law360 Names Matt Warner 2021 Cannabis MVP

Preti Flaherty attorney and Cannabis Business Group member Matt Warner was recently named one of Law360's 2021 MVPs in the field of Cannabis. Matt distinguished himself with his pioneering work challenging medical marijuana residency...

Press Coverage

The Maine Monitor Sues York County for Jail Call Records

On August 2, The Maine Monitor filed a lawsuit against York County, challenging the County's denial of reporter access to public records that may detail times it has recorded confidential conversations between defendants being held at the...

Publication

Legislative Alert: Special Session, Redistricting, and Cloture

The Legislature gathered for a Special Session last week, September 29 th , to vote on legislative redistricting. The final agreement passed successfully and with strong bipartisan support in both the House and the...