Verrill's Private Clients & Fiduciary Services Group draws on the experience of its attorneys to provide clients with trustworthy advice regarding the transfer of wealth. We get to know you, your family, and your goals as we produce plans that carry out your intentions. Through our extensive knowledge of estate planning techniques, our attention to the estate administration process, and our care as fiduciaries of the trusts we oversee, we help our clients achieve fulfilling outcomes.

Sound, Efficient Wealth Transfer Techniques

The group deploys advanced estate planning strategies to facilitate the effective, efficient transfer of wealth within families. We also frequently work with our clients to achieve their charitable-giving goals by planning charitable gifts, organizing charitable entities, and managing charitable trusts and foundations that they establish.

Personal Relationships

Trust is the foundation of our practice. We earn the trust of our clients by learning about their families, by recognizing their needs, and by exercising our keen discretion. The trust we build serves as the cornerstone not only of our estate planning and fiduciary work, but also of our "family office" services for clients who engage our team for personal affairs management, including bill payment, management of insurance relationships, and maintenance of financial records.

Tenacious Advocacy

Our practice in the probate courts of Maine, Massachusetts, and Connecticut includes establishments of probate estates, advocacy in guardianship and conservatorship proceedings, and litigation in estate and trust disputes.

Prudent and Empathetic Fiduciaries

We offer full-service, personalized trust management to our clients and their families. Our attorneys and trust management team communicate directly with clients to develop an in-depth understanding of each beneficiary's circumstances. Informed by the situations of those we serve, our fiduciaries exercise sound judgment to diligently and discreetly manage the trusts under our care.

We work with individuals and families on matters including:

  • Asset protection planning
  • Charitable gift planning, including planned giving and private foundations
  • Durable powers of attorney and health care proxies and directives
  • Estate administration
  • Estate and income tax and financial planning
  • Estate planning
  • Family office management
  • Guardianship and conservatorship of children and adults
  • Intergenerational gifting
  • LGBTQIA+ legal issues
  • Multigenerational ownership and succession of family compounds and vacation properties
  • Non-married and co-habitants agreements
  • Planning for multigenerational ownership of real estate and succession
  • Post-marital agreements
  • Pre-marriage planning and agreements
  • Probate and trust litigation
  • Succession planning for closely held businesses
  • Trust management/fiduciary services

Firm Highlights

Blog

Do you understand your Investment Policy Statement?

The Acme Rocket Sled Company Retirement Plan Administration Committee recently selected a new investment advisor for the company’s 401(k) plan. During the RFP process, the new advisor observed that the Investment Policy Statement (IPS...

News

Verrill Welcomes Law Firm Industry Veteran, James Durham as New Chief Operating Officer

Event

2021 Employment Law Annual Update Series: Part Eight

Join us for the eighth part of our 2021 Employment Law Annual Update! The virtual series will continue through the year on the third Thursday of each month . This year, we are taking...

Matter

Trademark Litigation: Software

Represented trademark owner in litigation with foreign software company. Successfully defeated motion to dismiss on jurisdictional grounds, which was affirmed on appeal. Also successfully defeated summary judgment motion, which resulted in case settling before...

Event

MAME's 32nd Annual Scholarship Golf Tournament

Please join us as we sponsor MAME’s 32nd Annual Scholarship Golf Tournament! Proceeds go to the MAME Scholarship Fund to help support students interested in entering the manufacturing and trade industry in Maine. At...

Blog

A Big Merci Beaucoup to Les Habitants

Oh, Canada, you give us ice hockey, maple syrup, Tom Hortons, and one stubborn province that had a noted aversion to “publicity contests.” But no more. Quebec has amended its laws concerning mandatory registration...

Publication/Podcast

Can Nonprofits Require COVID-19 Vaccines?

On June 10, employment and labor attorney Tawny Alvarez spoke with Maine Association of Nonprofits for its blog post "Help Desk FAQ: Can Nonprofits Require COVID-19 Vaccines?" As MANP continues to receive questions from...

Publication/Podcast

Workers' Compensation and Employers' Liability Committee

In the spring of 2021, employment and labor attorney Beth Smith published an article in the American Bar Association's The Brief publication. Entitled "Workers' Compensation and Employers' Liability Committee," Beth discusses how this committee...

News

James A. Durham, Verrill's New COO

On August 3, Law360 covered the hire of James A. Durham as Verrill's new chief operating officer in an article, "Longtime Law Firm Executive Becomes Verrill Dana's COO." Durham has significant experience as a...

Matter

Copyright Litigation: Software

Defended equipment manufacturer in copyright dispute involving firmware for digital subscriber line access multiplexers (“DSLAMs”). Case resolved favorably.

Contact Verrill at (855) 307 0700