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

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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...

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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...

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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...

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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...

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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...

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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...

News

Verrill Welcomes Attorney Danielle Starr

(October 23, 2019) – Verrill is pleased to welcome attorney Danielle Starr to the firm’s Portland office. As a member of both Verrill’s Real Estate Group and Private Clients Group, Starr focuses her practice...

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U.S. and Foreign Tax Liabilities

We furnished advice to a client who is a U.S. permanent resident (green card) but a citizen of another country, in coordinating his estate planning and that of his parent (a citizen of that...

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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...

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39 Verrill Attorneys Named 2019 Super Lawyers and Rising Stars

Verrill Attorney Karen Frink Wolf Again Named One of New England’s Top 100 Attorneys and Top 50 Women Attorneys (December 11, 2019) – The 2019 edition of New England Super Lawyers and Rising Stars...