Terry counsels clients in connection with the transfer of wealth. He helps develop estate plans that address gift and estate tax issues and at the same time meet the clients' non-tax goals. He also guides clients in the administration of estates and trusts. Terry has worked extensively with the Maine estate tax law, the Maine Uniform Trust Code, and the Maine Uniform Power of Attorney Act.
Honors & Distinctions
Terry is a Fellow of the American College of Trust and Estate Counsel and a former member of the Executive Committee of the Federal Tax Institute of New England. He is rated AV® Preeminent™ by Martindale-Hubbell.Professional Activities
Member, Maine Estate Planning Council, 1992-present