Barbara K. Wheaton
Barbara Wheaton concentrates her legal 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. Barbara regularly employs advanced tax planning techniques to meet effectively her clients' personal, tax, and strategic objectives.
- Best Lawyers in America® “Lawyer of the Year” in Maine for Trusts and Estates (2013)
- Best Lawyers in America® for Trusts and Estates (since 2003), Trusts and Estates Litigation (since 2014), Tax Law (since 2014), and Elder Law (since 2015)
- Best Lawyers in America® “Lawyer of the Year” in Maine for Tax Law (2016)
- Best Lawyers in America® “Lawyer of the Year” in Maine for Trusts & Estates Litigation (2022)
- Chambers USA High Net Worth Guide: Top "Band 1" ranking in private wealth law in Maine (2016-present)
- Rated AV® Preeminent™ by Martindale-Hubbell.
Portland, Maine 04101
