Martha (“Meg”) practices estate planning, charitable giving and estate and trust administration. Her representation includes the preparation of wills and trusts and the related specialties of planning for disabled/incapacitated family members, asset protection, life insurance, retirement and family real estate planning. She also specializes in litigation in these areas. Meg has developed an expertise in business succession planning, including the use of limited liability companies, buy–sell agreements and ESOPs to accomplish client objectives.
What sets Meg apart from her peers is her ability to clearly explain complicated matters and simplify decision points, no matter how complex the situation. She also has uncanny insight into family and organizational dynamics. For these reasons, she is often consulted by beneficiaries and fiduciaries to remedy faulty estate plans and trusts.
Meg is a recognized specialist in charitable giving and non–profit governance. She assists clients in implementing significant charitable giving plans, including the formation and operation of private family foundations, public charities and the creative use of donor advised funds. Because she served as the Managing Director of the John T. Gorman Foundation for 10 years before the Foundation hired full time staff, she has a deep operational understanding of the philanthropic and non–profit sectors.
B&I Partnered Planning is a dedicated practice group of Brann & Isaacson, providing boutique estate and business planning services to families, businesses, and entrepreneurs throughout the State of Maine.
Tell us about your special needs issue and we will put you in touch with Martha Greene