Olga Goldberg, Griff Leschefske, and Barbara Wheaton Panelists at Maine Estate Planning Council Program: “Issues for Clients Moving to and from Maine”

Firm attorneys will provide attendees with important considerations related to estate planning, state and local tax concerns, and trust administration. 

State and local tax partner Olga Goldberg will address residency and domicile concepts with advice and best practices for assisting new Mainers or new former Mainers from an income tax perspective, including thoughts for professionals with clients who spend their time in more than one state.

Trusts & Estates partner Griff Leschefske will discuss moving trusts to Maine and away from Maine, including answering the question, is Maine really that bad of a place for trust administration?

Estate planning partner Barbara Wheaton will discuss practical considerations relating to estate planning for clients new to Maine, including issues relating to community property and joint trusts from other jurisdictions.

We are pleased to host this program in our Portland, Maine office. Please visit MEPC for more information.