Practices | Trusts and Estates

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.