Atty. Barbara K. Wheaton

Atty. 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.

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Litigation - Trusts and Estates & More Attorney · Serving Portland, ME

Profile Summary

About Barbara K. Wheaton at a Glance

Barbara K. Wheaton is a trusts and tax attorney based in Portland, Maine, practicing at Pierce Atwood LLP. Admitted to practice in United States, Maine and United States, Florida. Educated at Harvard University (J.D., 1987) and Bowdoin College (—, 1984). Recognitions include Lawyer of the Year — Trusts and Estates, Portland (ME) (2026), Best Lawyers in America — Litigation - Trusts and Estates (2026), and Best Lawyers in America — Tax Law (2026). Serves clients in Portland, ME and the surrounding metropolitan area.

Verified attorney profile · Updated November 2026

About 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

Practice Areas Explained

Barbara K. Wheaton's Areas of Legal Practice

Each practice area below reflects the types of cases Barbara K. Wheaton handles, with a practical overview of what that area of law involves and how it may apply to your situation in Portland.

Trusts in Portland

Barbara K. Wheaton is one of 103,428 trusts attorneys indexed nationally. Browse trusts attorneys in Maine →

Tax Law in Portland

Tax attorneys handle IRS audits, tax debt, international tax, estate planning, and tax court litigation.

Barbara K. Wheaton is one of 84,606 tax attorneys indexed nationally. Browse tax attorneys in Maine →

Jurisdictional Context

Why Local Counsel Matters in Portland

Practicing law in Maine. Legal matters in Maine are governed by state-specific rules of civil and criminal procedure, statutes of limitations, and substantive law. Cases originating in Portland are typically filed in the local municipal court or the appropriate Maine state district court, depending on subject matter and amount in controversy. An attorney licensed in Maine brings working knowledge of local procedural deadlines, judicial practices in this venue, and the substantive law that applies to cases brought here. Out-of-state attorneys generally cannot represent clients in Maine courts without local counsel or pro hac vice admission.

Portland Courts and Legal Process

Choosing a Portland-based attorney means your counsel already knows the local docketing timelines, preferred filing formats, and how individual judges typically rule on procedural motions — details that only come from practicing in this jurisdiction day after day. That local familiarity can translate to better strategy, faster filings, and fewer costly surprises.

Looking for additional Maine attorneys? Browse all attorneys in Portland or all attorneys in Maine.

Frequently Asked

Common Questions About Barbara K. Wheaton

Where is Barbara K. Wheaton's law office located?
Barbara K. Wheaton's law practice is located in Portland, Maine. The firm is Pierce Atwood LLP. You can contact the office directly through this profile page.
What practice areas does Barbara K. Wheaton handle?
Barbara K. Wheaton focuses on trusts, tax. Each practice area listed reflects experience handling cases of that type in Maine.
Where did Barbara K. Wheaton go to law school?
Barbara K. Wheaton earned their education at (J.D., 1987); (—, 1984).
How can I contact Barbara K. Wheaton for a consultation?
You can contact Barbara K. Wheaton directly through this profile page. Click "Ask the Attorney" to submit a question, or "Schedule a Consultation" to book a meeting. Most claimed-profile attorneys respond within one business day.
What awards or recognition has Barbara K. Wheaton received?
Barbara K. Wheaton's notable recognition includes: Lawyer of the Year — Trusts and Estates, Portland (ME); Best Lawyers in America — Litigation - Trusts and Estates; Best Lawyers in America — Tax Law; Best Lawyers in America — Trusts and Estates; Best Lawyers in America — Additional Areas of Practice:.

Professional Profile

Why Clients in Portland Choose Barbara K. Wheaton

Selecting an attorney is one of the most consequential decisions you can make when a legal matter arises. Below are the core qualities that distinguish Barbara K. Wheaton's practice in the field of trusts and tax.

Multi-State Bar Admission

Licensed in United States, Maine and United States, Florida, Barbara K. Wheaton can represent clients in cases that span state lines or require counsel in multiple jurisdictions.

Broad Practice Area Coverage

Covering trusts and tax, Barbara K. Wheaton can address the full spectrum of a client's legal needs without requiring referrals to separate specialists for each issue.

Local Presence in Portland

A Portland-based practice means Barbara K. Wheaton attends hearings in the same courthouses, knows the local clerks, and understands the unwritten scheduling norms that affect every case filed here.

Case Types

Common Legal Issues Barbara K. Wheaton Handles in Portland

Below is a representative sample of the types of matters Barbara K. Wheaton has experience with under Maine law. If your situation involves one of these case categories, this attorney may be well positioned to help you understand your options.

IRS audit representation
Tax
Tax lien and levy defense
Tax
Offer in compromise
Tax
Business tax planning
Tax

This list is illustrative, not exhaustive. Contact Barbara K. Wheaton directly to discuss the specifics of your situation.

Search Reference

How People Find Barbara K. Wheaton Online

Prospective clients searching for legal help in Portland commonly use a combination of the attorney's name and their specific legal need. The following search terms frequently lead people to this profile and to attorneys like Barbara K. Wheaton.

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If any of the above matches what you searched for, you've found the right profile. Use the contact options at the top of this page to get in touch with Barbara K. Wheaton directly.

Barbara K. Wheaton's Practice Areas & Specializations

Education & Law School Background

J.D.
Harvard University
- 1987
—
Bowdoin College
- 1984

Awards & Professional Honors

Lawyer of the Year — Trusts and Estates, Portland (ME)
- 2026
Best Lawyers in America — Litigation - Trusts and Estates
- 2026
Best Lawyers in America — Tax Law
- 2026
Best Lawyers in America — Trusts and Estates
- 2026
Best Lawyers in America — Additional Areas of Practice:
- 2026
Best Lawyers in America — Elder Law
- 2026
Best Lawyers in America — Awards:
- 2026
Best Lawyers in America — Chambers USA High Net Worth Guide: Top "Band 1" ranking in private wealth law in Maine (2016-present)
- 2026
Best Lawyers in America — Rated AV Preeminent™ by Martindale-Hubbell.
- 2026
Lawyer of the Year — Litigation - Trusts and Estates, Portland (ME)
- 2024
Lawyer of the Year — Trusts and Estates, Portland (ME)
- 2024
Lawyer of the Year — Litigation - Trusts and Estates, Portland (ME)
- 2022
Lawyer of the Year — Tax Law, Portland (ME)
- 2016
Lawyer of the Year — Trusts and Estates, Portland (ME)
- 2013

Bar Admissions & Licensed Jurisdictions

United States, Maine
United States, Florida

Client Reviews & Ratings — Barbara K. Wheaton

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