probate, administration of ESTATES & TRUSTS; CONTESTED MATTERS
In addition to planning for the appropriate disposition of property, we also regularly provide counsel with respect to probate and the administration of estates and trusts. With respect to decedents’ estates, our usual role is to advise and support personal representatives (also commonly known as “executors”) in estate settlement. Carrying out the dispositive plan set forth in a will or trust instrument typically involves navigating the probate process and attending to various Maine and federal tax filings, while addressing other legal issues that may arise. We offer comprehensive representation across all fronts. We also represent trustees and beneficiaries during the lifespan of various kinds of trusts, providing ongoing tax and accounting support and advising clients with respect to fiduciary responsibilities and the rights of beneficiaries.
We do serve as trustees and personal representatives ourselves when appropriate.
In these roles we are happy to work alongside family members or corporate fiduciaries or serve independently.
Sometimes our work calls upon us to represent parties in contested matters in Maine’s probate and superior courts. These cases might include trust reformation proceedings, contested guardianship and conservatorship matters, and will contests, among others. In these areas, we provide intelligent and vigorous representation with the aim of resolving these matters sensibly and expeditiously. In all of these matters, we are committed to providing service that is responsive and cost-effective.