Corporate and M&A

Trusts & Estates

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 Files Human Trafficking and Forced Labor Lawsuit Against Church of Scientology

Preti Flaherty attorneys Greg Hansel, Shana Solomon, and Ellie Quinby filed a human trafficking and forced labor lawsuit against the Church of Scientology on behalf of three plaintiffs claiming decades of forced labor, intimidation, coercion...

News

Racial Justice Fund Seeks Applications for Second Round of Grants

The Maine Justice Foundation is pleased to announce the second round of grants from the Racial Justice Fund. The Foundation will accept applications for grants of up to $10,000 from June 1-15, 2022. The...

Press Coverage

Court Orders State Police to Reveal More Details About Misconduct by Troopers

Previously concealed records of trooper misconduct by the Maine State Police must be provided in response to public records requests by the press, according to a ruling by Judge William R. Anderson of Penobscot Superior...

Publication

Changes Affecting Employment Authorization for L-2, E, and H-4 Dependent Spouses

On November 12, 2021, USCIS announced that L-2 and E dependent spouses are no longer required to apply for an EAD to work in the United States. Instead, L-2 and E dependent spouses are...

Press Coverage

Maine State Police Announces Restructuring After 3 Weeks of Declining to Share Details

On June 10, the Maine State Police announced plans to reorganize troop deployment and delegation of manpower in line with revised law enforcement priorities. The announcement follows several weeks of secretive posturing and a lack...

Publication

How Does the Collapse of Roe v. Wade Impact Employer Health Plans?

On June 24, 2022, the U.S. Supreme Court overturned its prior decisions in  Roe v. Wade  and  Planned Parenthood v. Casey , which held that the U.S. Constitution prohibits states from banning abortion or...

Publication

Primary Round-Up

Primary Round-Up As you are probably aware, primary elections in Maine took place on Tuesday, June 14, and there were a handful that could be significant to the general election outcome in November. Congressional...

News

Sixteen Preti Flaherty Attorneys Selected as Chambers USA Leaders in Their Field

Sixteen Preti Flaherty attorneys and six practice groups have been selected for inclusion in the 2022 Chambers USA Guide to America's Leading Lawyers for Business , the highly regarded directory of leading attorneys and...

Press Coverage

Five Major Norwegian Salmon Companies Agree to $85 Million Settlement in Antitrust Case

Preti Flaherty announced today that a Miami federal Court has granted preliminary approval to an $85 million settlement agreement in an antitrust case involving alleged price fixing of farmed salmon sold in the United...

Publication

What Are My Options If My H-1B Registration Was Not Selected?

The H-1B nonimmigrant visa category allows employers to sponsor foreign nationals performing work in a “specialty occupation.” This typically requires an offer of employment in a job requiring at least a U.S. bachelor’s degree...