Estate Planning & Wealth Transfer

Protecting your family’s future, providing peace of mind

Regardless of their net worth, our clients share an interest in assuring that, during their lives and after their deaths, their wishes will be respected and carried out as thoroughly and efficiently as possible. This includes not only transferring property and assets to family members and loved ones by way of lifetime gifts and transfers occurring after death, but also addressing other important family issues such as the succession of a business, preservation of the family camp, or the appointment of a guardian for a relative with special needs. Our clients represent a broad cross section of Maine’s economy. Our attorneys work closely with clients and their families and advisors to identify and understand their planning objectives and to develop individualized plans that will accomplish these goals.

The Estate Planning & Wealth Transfer Practice at Eaton Peabody has represented individuals, families and closely-held businesses throughout Maine for more than 70 years. Our attorneys and staff provide a high degree of personalized service that focuses on each client’s individual circumstances, goals and objectives. We offer a range of services from simple to sophisticated estate and tax planning, business succession planning, and probate and trust administration, as well as related legal services such as beneficiary representation, probate litigation, and elder law. We also assist clients in achieving their charitable objectives through establishing charitable remainder trusts, charitable lead trusts, charitable foundations and perpetual endowed funds. Our attorneys represent numerous nonprofit and tax-exempt organizations on a wide range of issues. Our well-qualified and experienced staff provides complete estate settlement services which include preparation of probate filings, estate inventories, federal and state estate and income tax returns, settlement of creditors’ claims, and fiduciary accountings.

Eaton Peabody’s Estate Planning & Wealth Transfer practice provides legal services related to:

  • Advance health care directives
  • Charitable giving
  • Closely-held business planning
  • Elder law
  • Estate and trust administration
  • Estate planning
  • Estate, gift, generation-skipping and income tax planning and advice
  • Guardianships and conservatorships
  • Powers of attorney
  • Irrevocable insurance trusts
  • MaineCare planning
  • Personal asset management
  • Prenuptial agreements
  • Probate litigation
  • Special needs trusts
  • Will and trust preparation

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