An Estate Planning, Elder Law and Tax Practice
Serving Maine and Massachusetts
Helping you focus on what matters most.
My FocusHaving the right perspective in a legal matter can make all the difference. For this reason my practice is generally limited to what I do best:
- Estate and gift planning;
- Trust and probate matters;
- Federal and State tax matters; and
- Real estate, corporate and charitable matters as they involve items 1-3 above.
The following is a list of the services and legal areas I regularly assist clients with:
- Probate Administration
- Trust Administration
- Drafting Wills and Trusts
- Revocable Trust planning
- Credit Shelter Trust planning
- Marital Trust planning
- Generation Skipping Trust planning
- Real EstateTrust planning
- Irrevocable Life Insurance Trusts ("ILITS")
- Qualified Personal Residence Trust planning
- Grantor Retained Annuity Trust planning
- Charitable Trust planning
- Special Needs Trusts and Supplemental Needs Trust ("SNT") planning
- Pet Trusts
- Advance Health Care Directives
- Durable Financial Powers of Attorney
- Deeds
- Business Entities (LLCs, limited partnerships, general partnerships, etc.)
- Business and Partnership Agreements
- Tax Exempt Organizations
- Tax planning, advice and some return preparation (Forms 706, 709, Forms 1041)
- Fiduciary Representation
- Beneficiary Representation
- Prenuptial and Marital Agreements
I graduated in the top of my class from the University of Oregon School of Law (top 10% ranking) in 2000. In addition to a law degree, I also have a LL.M (legal masters) in Taxation, which I earned at the University of Washington School of Law in Seattle, Washington, in 2001. I had the distinct honor to serve as an attorney-advisor to Judge Carolyn Chiechi at the United States Tax Court in Washington, D.C. for two (2) years, where I received excellent legal training and really began to hone my legal analytical and drafting skills. Clerkships at the United States Tax Court are highly regarded and sought after and for good reason; they provide a young attorney with a unique insight and perspective, not to mention excellent legal training. I have been practicing law with the same focus on trusts, estates and tax matters since I began to actively practice in law in 2003 after leaving the Tax Court and have been fortunate to have worked with some very fine attorneys in different firms, each of whom has taught me a great deal and helped me further refine my practice skills. I believe that the passion I bring to my work, my dedication to my clients, my advanced education in taxation (which included advanced studies in estate tax, partnership tax, international tax, corporate tax, employee benefits, income tax and tax accounting) and the judicial and law firm training I have received in trust, estate and tax matters has provided me with training and experience my clients can count on to achieve optimal results.
What Others Are Saying
I am committed to providing my clients with prompt, dedicated and detailed service at reasonable rates but don't take my word for it; if you are a prospective client, please consider reviewing the testimonial page of my website to read what others have to say about their experience or ask your accountant or financial adviser for their opinion about my level of training and experience in relation to your matter. If you are a current client, please consider sharing your comments with others.
Where I Am Licensed to Practice
I am licensed to practice law in both Maine and Massachusetts. I am also an inactive member of the Virginia Bar. I am a former member (having voluntarily resigned) of the Washington Bar.
In the News:
Click on the folowing link to read a recent article about who we are and firm's practice areas. York attorney uses high-tech methods to get to know clients in low-tech way http://www.fosters.com/apps/pbcs.dll/article?AID=/20120730/GJBUSINESS_01/707309993/-1/FOSBUSINESS
Contact Me:
Office: 207-361-4680
Cell: 207-467-5134
E-mail: smiliegrogers@smiliegrogers.com
I try to respond to all inquiries within 24 hours.
Speaking Engagements
The following is a list of my most recent public engagements.
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Essentials for Solo and Small Firm Practitioners, Augusta Civic Center, December 7, 201
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NBI Seminar- Ten Estate Planning Techniques (GRATs, QPRTs and AHCDs), August 2010
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Estate planning overview for a retirement community, Kittery, Maine, March 2010
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Estate planning overview at local community center, Sanford, Maine, March 2010
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NBI Seminar – Sophisticated Probate Techniques (post-mortem planning, tax return filings and closing a probate estate), Portland, Maine, December 2009
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NBI Seminar – Top Ten Estate Planning Techniques (GRATs, QPRTs and AHCDs), Portland, Maine, August 2009
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Estate Planning Overview for a retirement community in Sanford, Maine, 2009
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Estate Planning Overview for Small Woodland Owners of Maine, 2008
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NBI Seminar – Top Ten Estate Planning Techniques (GRATs, QPRTs and AHCDs), Portland, Maine, 2008
Attorneys in York, Maine serving Maine (York and Cumberland counties including: York, York Beach, Kittery, Kittery Point, Eliot, South Berwick, North Berwick, Berwick, Ogunquit, Wells, Kennebunkport, Kennebunk, Alfred, Lyman, Arundel, Biddeford, Saco, Sanford, Springvale, Acton, Shapleigh, Limerick, Scarborough, and Portland) and Northern Massachusetts (including: Boston, Saugus, Dorchester, Roxbury, Waltham, Beverly, Lynn, Medford, Newbury, West Newbury, Newburyport, Newton, Peabody, Lowell, Lawrence, Andover, Boxford, Amesbury), with a focus on Estate Planning (Wills and Trusts, probate and estate administration), Elder Law, and Tax (estate, gift, and income) matters, and providing general business formation (LLC, Corporations, and General and Limited Partnership) services and business succession planning and real estate services.
