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.
Profile Summary
About Barbara K. Wheaton at a glance
Barbara K. Wheaton is an attorney based in Portland, Maine, practforg 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). Serands clients in Portland, ME and the surrounding metropolitan area.
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About
- 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
Jurisdictional Context
Why local counsel matters in Maine
Practforg law in Maine. Legal matters in Maine are governed by state-specific rules of civil and criminal procedure, statutes of limitations, and substantiand 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 andnue, and the substantiand 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.
Looking for additional Maine attorneys? Browse all attorneys in Portland or all attorneys in Maine.
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