Maine boasts an array of highly technical and dedicated lawyers specializing in Private Wealth Law. This area of law deals predominantly with the management of personal assets and financial affairs, offering advice on matters such as estate planning, trust administration, succession planning and charitable giving. In what follows, we showcase ten such professionals, all of whom have demonstrated advanced skills and expertise, and are highly regarded within their field.
In no particular order, these lawyers are respected not only for their unparalleled understanding of trust and estate administration but also for their industry dedication and exceptional communication skills. They have lent their expertise to high net worth clients and non-profit organizations alike, helping them navigate the complexities of private wealth law through informed and strategic advice.
While some of these featured lawyers work for high-profile law firms with a significant online presence, others prefer to practice independently or within smaller teams. Regardless of their firm’s size or scope, all have earned their place on this list through their exceptional performances in their respective specialities.
Barbara K Wheaton
At Pierce Atwood LLP, Barbara Wheaton is known for her deep technical expertise. She works with non-profit organizations alongside her high net worth clients, advising them on matters of trust and estate administration. A source notes that Wheaton “has been well respected for decades.”
Jana Magnuson
Jana Magnuson is a part of Drummond Woodsum and operates from their website. She focuses on trust and estate planning and administration, regularly advising high net worth clients. Magnuson also boasts expertise in special needs trusts and succession planning.
Elizabeth McCandless
Elizabeth McCandless, a practitioner “very responsive, with great technical skills,” operates from McCandless LLC. She is particularly revered for her informative approach, with no reported website for her firm.
Mary McQuillen
Verrill Dana, LLP is where Mary McQuillen calls home. She’s “highly respected in Maine” for her work advising high net worth clients on complex trust and estate matters. Her practice involves complex generation-skipping and gift tax strategies as well as trust administration.
David Backer
David Backer of Drummond Woodsum is lauded as “a strong practitioner” with great dedication to improving Maine’s trust and estates practice. Visit the firm’s website to learn more about his work.
Elizabeth High
Operating without a firm website, Elizabeth High from LeBlanc & Young has acquired a reputation as a dedicated, responsive, and creative practitioner with high technical skills. One peer notes that High is an “amazing issue spotter” and her clients have significant affection for her.
Dennis O’Donovan
Dennis O’Donovan of Epstein & O’Donovan LLP, not having a website, is renowned for his practicality and excellent communication. Sources appreciate his mediation skills for complicated estate litigation.
Marianna Putnam Liddell
A lawyer at Pierce Atwood LLP, Marianna Putnam Liddell “has a great reputation,” according to one interviewee. Other peers describe her as having high technical expertise and analytical skills, particularly involving complex matters.
Kathryn Wallace
Kathryn Wallace from Bernstein Shur provides her high net worth clients with sophisticated trust and estate planning advice. Visit Bernstein Shur’s website to learn more about her exceptional work.
Martha E. Greene
Lastly, we have Martha Greene of Brann & Isaacson who represents her clients exceptionally well, focusing on trust and estate administration and charitable giving. Despite her firm not having a reported website, Greene is said to be “very technically proficient”.
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