Estate Planning, Elder Law & Special Needs Planning

Our goal is to help you find peace of mind through planning for the future. We assist people of all ages in estate and tax planning, and we also help navigate the legal issues and life decisions that seniors and their families face.

 

We have been practicing in the areas of estate planning and elder law for more than 30 years and have helped shape the elder law landscape in Maine. We participate in a variety of advisory committees and have been part of the most groundbreaking caselaw in our field.

Looking for more resources on estate planning and elder law? Check out our elder law information page.

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We advise individuals and families on a variety of estate planning and elder law issues, including:

  • Planning for asset distribution

  • Estate and gift tax planning

  • Asset preservation strategies

  • Probate, estate and trust administration

  • Management of financial decisions during life

  • Joint ownership of assets

  • Long-term care and nursing home planning

  • Management of healthcare decisions during life

  • Guardianships and conservatorships

  • Supported decision making

  • Medicaid (MaineCare) applications

  • Special needs and settlement planning

  • Insurance and Social Security benefits

  • VA Benefits

Some of the documents we draft include:

  • Wills

  • Revocable and Irrevocable Trusts

  • Advanced Healthcare Directives

  • Financial Powers of Attorney

  • Prenuptial or postnuptial agreements