T: 207.985.7000

Estate Planning and Probate

We are a highly specialized group of practitioners offering a wide range of services to clients and their families. This includes planning for the transition of wealth from one generation to the next as well as full support and guidance through the estate and trust administration process.

We provide sophisticated and comprehensive planning to high net worth individuals who wish to reduce the impact of federal and state estate taxes while preserving control of their assets and assuring a smooth transition of wealth. Our attorneys use a variety of techniques to assist clients in achieving these goals, including the use of wills, trusts and lifetime gifts, and also more specialized instruments such as Charitable Remainder Trusts, Irrevocable Life Insurance Trusts, Qualified Personal Residence Trusts, Family Limited Partnerships, Conservation Easements, Special Needs Trusts, and trusts designed to deal with vacation homes. We are sensitive to the delicate dynamics of asset control and transfer between generations. We strive to implement plans that not only achieve the tax goals, but also recognize the unique personal circumstances of each family.

Even a well-designed estate plan can flounder due to inadequate administration or unfamiliarity with the process. We work closely with you and your families to insure that you successfully navigate through the complex probate administration and tax compliance requirements. A substantial part of our practice is providing probate, estate and trust administration services, an area in which our attorneys have significant experience and in which we are assisted by a group of well-trained and talented paralegals that allow us to be efficient and cost-effective. Moreover, if there are post-death opportunities to cure problems created by inadequate planning, the expertise of our attorneys allows clients to take advantage of such opportunities.

Articles:

My friends with children often ask me why they need to plan their estate - Sarah B. Neault, Esq.

 

Kennebunk Office

Bergen & Parkinson, LLC

62 Portland Road, Suite 25

Kennebunk, ME 04043

Phone: (207) 985-7000

Fax:     (207) 985-7707

Saco Office

Bergen & Parkinson, LLC

144 Main Street

Saco, ME 04072

Phone: (207) 283-1000

Fax:     (207) 571-3477

Office Hours

Monday - Friday

8 a.m. - 5 p.m.