About

Provided by Drummond Woodsum

Practice Overview

Drummond Woodsum’s estate planning and administration team provides a broad array of personal legal services to help our clients accomplish their estate planning goals. In addition to preparing wills, trust agreements, financial powers of attorney, and advance health care directives, which are the foundation of almost all estate plans and are carefully tailored to meet our clients’ specific needs and wishes, we also advise individuals and families on gift and estate taxation, succession planning for business interests and the ownership of family camp/vacation home real estate, charitable giving, retirement plans, pre-marital agreements, planning for incapacity and general tax planning, and other estate planning and administration services.

We represent personal representatives, trustees, and beneficiaries in the administration of trusts and estates and pride ourselves in being able to efficiently implement and put to the test the estate plans we designed for our clients during their lifetime. We also have extensive experience in all types of proceedings in probate courts throughout the State of Maine, including guardianships, conservatorships, adoptions, and will and trust interpretation and administration issues. In collaboration with our firm’s Trial Services Group, we are able to provide skilled representation in all types of contested probate, will, and trust matters.

Chambers Review

Provided by Chambers

Private Wealth Law - Maine

2
Band 2

What the Team is Known For

Drummond Woodsum has a strong trusts and estate practice for clients in Maine. The firm's lawyers also have experience in cross-border matters for high net worth individuals.

Strengths

Provided by Chambers

Notable Practitioners

Provided by Chambers

David Backer
1
David Backer
1
Band 1
David Backer leads the trust and estate planning practice group at Drummond Woodsum. He is well known for his sophisticated work in this area.

David is our go-to attorney for complex matters and advice. We also would refer high net worth families to him for more complex estate planning.

David had the expertise we were looking for, and he developed approaches that addressed our needs before we even knew they existed.

When we are asked to refer clients to estate planners, David is almost always on our list. I think he is one of the best in the area. He is experienced and knowledgeable and works well with clients.

David really listens. He knows what you're saying, is empathetic to your own situation and wonderful at crafting a solution that satisfies all of the requirements you may have.

Jana Magnuson
2
Jana Magnuson
2
Band 2
Jana Magnuson works with high net worth clients on trust and estate planning and administration. She also advises trustees on probate and matters relating to their duties.

Jana does a great job of answering or finding the answer to my questions. She gives sound advice.

Jana has the rare combination of strong professional competency and a genuinely warm personality, both of which are important in managing sensitive issues and people.

Jana has been a great addition to the team.

Ranked Individuals at
Drummond Woodsum

Provided by Chambers
Filter by
Band

Maine

Private Wealth Law

David Backer
1
David Backer
1
Band 1
Jana Magnuson
2
Jana Magnuson
2
Band 2

Members

Provided by Drummond Woodsum