Barbara K. Wheaton - Pierce Atwood LLP

Barbara K. Wheaton

Listed in Best Lawyers since 1995

Barbara K Wheaton, partner in the Trusts & Estates practice group, 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.

Harvard Law SchoolJ.D.
United Way of Greater PortlandUnited Way Foundation of Greater PortlandAmerican College of Trust and Estate Counsel American Bar Association Section of Real Property, Probate and Trust Law Maine State Bar Association Maine Estate Planning Council

Case History

Recent Experience

Implemented estate planning and philanthropic strategies for successful entrepreneur on eve of $140 million sale of the company.

Over 20 years counseling entrepreneurial couples and their children on their estate planning, including strategically positioning their estate plan for the eventual sale of their successful closely-held company.

Counseled individual trustees through complex merger transaction involving the family's $300 million corporation.

Designed and implemented strategy employing integrated UK trust and US LLC to successfully move valuable London real estate from the client's estate while minimizing UK transfer tax and US gift tax consequences

Successfully defended IRS income tax audit involving prearranged sale allegations and a $3 million charitable deduction arising from sale of clients' closely held business, resulting in a "no change" report from the auditor 

Office Location

Merrill's Wharf
254 Commercial Street
Portland, ME 04101
United States

Lawyer of the Year Awards

2016 Lawyer of the Year in Tax Law of the Portland-ME Metro Area2013 Lawyer of the Year in Trusts and Estates of the Portland-ME Metro Area
Barbara K. Wheaton has earned a Lawyer of the Year award for 2016!Barbara K. Wheaton has earned a Lawyer of the Year award for 2013!

Practice Areas

Elder Law
Litigation - Trusts and Estates
Tax Law
Trusts and Estates

Other Information

Gender: Female