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INDIVIDUAL PROFILE

Pierce Atwood LLP

Jana Magnuson

Portland, USA High Net Worth Guide 2021 Ranked in 1 departments
Ranked in : Private Wealth Law
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Individual Information
chambers review
Individual Information

Individual profile for High Net Worth 2021

High Net Worth

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High Net Worth
Private Wealth Law - Maine

Band 2

Jana Magnuson is recognised for her experience advising high net worth individuals on matters related to trust and estate planning and administration and special needs trusts. "I think she is great to work with," says an interviewee, continuing: "She has a unique combination of being very smart and very down to earth. She has a unique ability to relate to her clients and relate particularly to clients in northern New England."
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Practice Areas

Jana Magnuson works with individuals, couples and families to prepare solid and flexible wills, trusts, durable powers of attorney and health care directives. She also assists clients with specific objectives such as creating special needs trusts and tax shelter trusts; transferring business holdings and real estate; making gifts; structuring premarital agreements; and securing guardianships and conservatorships.

Jana particularly enjoys crafting settlement agreements and judicial solutions to fix ambiguous and other “problem” trusts to better achieve trust purposes, and working with parents and siblings to create trusts and limited liability companies for strong and flexible multi-generational ownership of family camps and cottages.

In addition to advising personal representatives and trustees on administration of Maine probate estates and trusts, Jana frequently represents nonresident estate executors in ancillary probate proceedings to transfer Maine real estate. She also advises trust companies and individual trustees with respect to trustee discretionary decisions and other trust actions, and nonprofit organizations on matters relating to their activities and tax-exempt status.

Jana has an active pro bono practice preparing estate plans for terminally ill hospice patients of limited means.

Personal

J.D. (cum laude), University of Maine School of Law; A.B. (cum laude), Duke University.

High Net Worth
Jana Magnuson

Pierce Atwood LLP

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Phone number
firm
Office

254 Commercial Street

Portland

Maine

USA

ME 04101

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Ranked In

High Net Worth 2021

High Net Worth 2020

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