Private Clients & Fiduciary Services

Highlights

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Recognized as a Top Ranked firm in Chambers High Net Worth 2017.
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Recognized in the 2017 U.S. News - Best Lawyers "Best Law Firms" rankings.

Experience

We provided advice to the sole owner of a significant privately held company.
We represent a nationally known U.S. charity in connection with its dissolution upon retirement of the charity's founder. 
Representation of a client in connection with estate and tax planning.

We provided estate and tax planning to the majority owner of a major family controlled network of businesses.

Our attorneys represented an estate in its negotiations to amend a conservation easement on a large ocean front property in Scarborough, ME.    

We represented key family members operating an extensive family business.

We represented the client and other family members in litigation and negotiations.

Obtained reversal of 10-year-old Land Use Planning Commission ruling for Moosehead Lake landowner. New determination found that landowner’s property was consistent with LUPC rules and allowed landowner to convey family camp to another family member. 

We represented the daughter of billionaire parents in negotiating a prenuptial agreement.

We have assisted a client and his other advisors in creating and implementing a plan, involving gifts and sales of interests to trusts for the benefit of younger generation family members.

We represented one of the independent trustees of a trust holding multibillion dollar investments in two public companies.

We represent charitable beneficiaries of a trust seeking early termination of that trust.

We furnished advise to a client who is a U.S. permanent resident (green card) but a citizen of another country, in coordinating his estate planning and that of his parent.