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The firm’s trusts and estates attorneys are among Maine’s most experienced practitioners in advising clients on estate planning and on the administration, oversight, and settlement of trusts and estates. Group members prepare wills, trusts, powers of attorney, shareholder/partnership agreements, medical directives, and other documents.
Estate Planning Attorneys
Bernstein Shur’s estate planning lawyers prepare wills, trusts, powers of attorney, and medical directives. They advise clients on all aspects of personal and business planning, including gift planning, charitable giving; preparation of shareholder and partnership agreements; and business succession planning. Our estate planning lawyers are experienced in the unique planning issues confronting married couples, non-US citizens and same sex couples.
Estates and Trusts Administration
Bernstein Shur estates and trusts attorneys advise individual and institutional fiduciaries on all aspects of trust and estate administration. The attorneys themselves often serve as independent fiduciaries when asked to do so by their clients, by other professional advisors, or by probate judges. This first-hand experience with the challenges fiduciaries face in fulfilling their duties enhances the estate administration lawyers’ abilities not only in advising their fiduciary-clients, but also in assisting their planning clients with the selection of appropriate fiduciaries.
Trust and Estate Attorneys
The firm’s trust and estate attorneys represent fiduciaries, charities and individuals in all aspects of trust and estate controversies including mediation, litigation, intrafamily estate and trust disputes, fiduciary breach of trust matters, trust reformations, guardianship disputes, will contests and will or trust construction actions.
Guardianship, Conservatorship and Adoption
The firm’s trust and estate lawyers assist their married and unmarried clients in both domestic and foreign adoptions and are experienced in obtaining guardianship and conservatorship appointments for minors and incapacitated adults.
Elder Law, Disability Planning and Long-Term Care Planning
Attorneys in this group assist clients, and their families, with all matters relating to elder law. In light of the ever-increasing cost of long-term care, they can analyze a client’s financial situation in the context of foreseeable long-term care needs. This includes developing comprehensive planning and gifting strategies in which clients may preserve assets while potentially qualifying for public benefits programs, such as MaineCare. They can then help clients and their families through the MaineCare eligibility process.
The firm’s elder law attorneys can also help disabled clients navigate various state and federal public benefits programs and retain eligibility for these programs through the use of private supplemental needs trusts or through the use of first-party or third-party pooled trusts, such as the Maine Trust for People with Disabilities.