Resources
News

Verrill Dana Recognized for Wide-Ranging Private Wealth Law Practice in Chambers and Partners High Net Worth Guide

August 20, 2018 Press Releases

(August 20, 2018) – Verrill Dana attorneys Michael Fay, Kurt Klebe, and Mary McQuillen were recognized in the Chambers High Net Worth 2018 guide, Chambers and Partners' third edition of the publication specifically aimed at the international private wealth market. The firm, one of only three Maine firms ranked, was also recognized for its wide-ranging private wealth law practice, one of the largest and most experienced Private Clients Groups in Northern New England.

Michael Fay, Counsel at Verrill Dana, has more than 40 years of experience advising clients on all aspects of wealth management, including tax efficient transfer of wealth, creation of family controlled structures for long-term financial management and disposition of family assets, risk management, and implementation and oversight of family philanthropic endeavors. Michael has been recognized annually byWorthmagazine as one of the nation's "Top 100 Attorneys" based upon his outstanding legal practice and exceptional client service, and he has also received Boston Magazine's FIVE STAR Wealth Manager Award. He is listed in Best Lawyers in America© for Trusts and Estates and has been named a Massachusetts Super Lawyer from 2004 – 2015 in Estate Planning/Trust Law. Quoted within the guide, one wealth adviser noted, "He's one of the smartest and most caring attorneys I have ever had the honour of knowing, and he cares deeply about his clients."

Kurt Klebe, Partner and Chair of Verrill Dana's Private Clients & Fiduciary Services Group, focuses his practice in all aspects of estate planning, probate administration and trust administration, as well as tax planning and charitable gift planning for individuals and nonprofit entities. He has also been recognized in Best Lawyers in America© in the practice of Trusts and Estates and has been elected as a Fellow of the American College of Trust and Estate Counsel. Quoted within the guide, one wealth adviser explained, "He is consultative and does an outstanding job identifying the needs of each client. He recognises each situation is unique and requires an approach focused on the client's agenda. On a personal level, Kurt is trustworthy and has an excellent manner. I think this is why his clients often ask him to serve as their trustee."

Mary McQuillen, Partner at Verrill Dana, has practiced trusts and estates law since 1987, both in Maine and New York. Her practice includes representation of private foundations and other tax-exempt organizations, as well as estate planning, trust and estate administration and representation of fiduciaries. She has also been recognized in Best Lawyers in America© in the practice of Trusts and Estates. Quoted within the guide, a fellow estate planning attorney acknowledges that McQuillen is "a very good critical thinker and extremely smart."
Chambers HNW provides a resource for accessing the world's leading high net worth advisers, including lawyers, bankers, accountants, and investment managers, among others serving this market internationally. Chambers and Partners, one of the world's most respected legal research and publishing firms, interviewed hundreds of professionals to assess the reputations and experience of professionals across the world in the private wealth sector.

Verrill Dana's Private Clients Group works closely with individuals and families to understand the clients' priorities and goals for the legacies they wish to provide. As part of their service to clients, members of the group will also serve as trustees of trusts and as personal representatives of estates. Learn more at www.verrilldana.com/privateclientsandfiduciaryservices.

Firm Highlights

Matter

Estate and Tax Planning

We provided estate and tax planning, in conjunction with advice from other advisors, to the majority owner of a major family controlled network of businesses to ensure transfer of ownership and control to younger...

Matter

Prenuptial Agreement

We represented the daughter of billionaire parents in negotiating a prenuptial agreement, including crafting disclosure of both interests in trusts of which she is currently a beneficiary and her contingent interests in assets that...

Matter

Estate and Tax Planning

Representation of a client in connection with estate and tax planning involving net worth in excess of $500,000,000.00, including major philanthropic plans, disposition of an exceptionally valuable art collection and provisions for a non-citizen...

Matter

Litigation and Negotiations of Trust

We represented the client and other family members in litigation and negotiations resulting in a settlement pursuant to which the Trustee of a Trust established by the client's late parent, with assets approaching $500,000,000.00...

News

Verrill’s Wide-Ranging Private Wealth Law Practice Recognized in 2020 Chambers and Partners High Net Worth Guide

(July 20, 2020) – Verrill attorneys Michael Fay, Kurt Klebe, Mary McQuillen, and Jacqueline Rider were recognized in the Chambers High Net Worth 2020 Guide , Chambers and Partners' fifth edition of the publication...

Matter

Family Business Termination

We represented key family members operating an extensive family business consisting of numerous operating companies and commercial real estate properties in delicate and volatile negotiations with a senior executive and family member leading to...

News

Nearly 80 Verrill Attorneys Recognized by Best Lawyers® 2021, Including a Dozen Named Lawyers of the Year

(August 24, 2020) – Nearly 80 Verrill attorneys were recognized as "Best Lawyers" by Best Lawyers® 2021 , including 12 attorneys named “Lawyer of the Year,” a distinguished recognition for only a single lawyer...

Publication/Podcast

2020 Estate Planning Update

SECURE ACT What you need to know : The Setting Every Community Up for Retirement Enhancement (SECURE) Act went into effect on January 1, 2020. The most significant provisions of the SECURE Act involve...

Matter

Sales of Interest

We have assisted a client and his other advisors in creating and implementing a plan, involving gifts and sales of interests to trusts for the benefit of younger generation family members, involving hundreds of...

Matter

Trust Holding Dispute

We represented one of the independent trustees of a trust holding multibillion dollar investments in two public companies in the context of a family dispute respecting control of the family's interest in those companies...