Barbara K Wheaton

Practice Areas

Barbara concentrates her practice on estate planning, estate and trust administration, charitable giving, and related disciplines. Barbara's clients include high net worth individuals, business owners, family offices, charities and fiduciaries. She represents her clients' interests in probate proceedings involving trustee or executor duties, guardianships, trust administration and reformation, and contested estate administrations.

Barbara also works extensively with nonprofit organizations, helping them obtain and retain their tax exempt status. She provides effective solutions to the tax and regulatory problems frequently confronting private foundations and public charities. Barbara speaks frequently to nonprofit boards about best governance practices and tax compliance.

Barbara provides sophisticated, solution-driven estate planning services to high net worth individuals and their families. She frequently works with individuals who have special estate planning considerations, such as substantial real estate holdings, closely held businesses, retirement plan assets, intellectual property, and special family considerations.

She is admitted in Maine and Florida.

Professional Memberships

Fellow, American Bar Foundation; Fellow, American College of Trust and Estate Counsel (ACTEC), member of Senior Advisory Committee of ACTEC New England Fellows Institute; Chair, Professional Ethics Commission of the Maine Board of Bar Overseers; Former President, Maine Estate Planning Council.

Personal

J.D., Harvard Law School; A.B. (summa cum laude), Bowdoin College.