Jones, Kuriloff & Sargent, LLC is a law firm that specializes in trusts, estate planning, elder law, probate, and related matters.
Estate planning is more than just wills. For estate planning needs, we always begin by getting to know our client, the client’s family and other important relationships, then review the client’s (often, the family’s) wealth — from both a “net worth” and an “estate” perspective. Based on this analysis, we help our clients develop and implement a plan. The plan may be a simple estate plan with a trust or will, or it may be more complex: perhaps a trust to protect beneficiaries from creditors and predators, or a business plan in which family and business dynamics are fitted together like a jigsaw puzzle.
To implement our client’s plans we create trusts and wills, Limited Liability Companies (LLCs), Family Limited Partnerships, corporations, and various kinds of contracts, deeds, and agreements for our clients. We often review life, liability, and long-term care insurance and can suggest additional insurance or changes in coverage. We prepare Powers of Attorney for clients, and when required, supervise the probate of estates and preparation of estate tax returns. With IRAs, 401(k) plans, and other pension plans representing an ever-increasing share of our clients’ net worth, we also spend a good deal of time integrating retirement plans into estate plans.
We help our clients plan for management of their legal and financial affairs, health care decisions, and care of their minor or disabled children in case of illness, accident, or incapacity. This is the essence of estate planning, as we practice it. We help clients plan for the protection and transfer of family real estate, businesses, and other important assets to their loved ones.
We stay current on changes in the laws so that we can constantly provide our clients with quality advice in an ever-changing field. For example: Summary of Important Changes for Same-Sex Couples after DOMA (March 2016) and Maine Estate Tax Exclusion Increased (July 2015). Other areas of strength in our practice include fiduciary duties, investment oversight, independent trustee services, probate, real estate transactions, elder law, charitable planning, recordkeeping services, and business services.
There are four attorneys in this office (Jeffrey Jones, Rebecca Sargent, Nicolas Carter, and Catherine Haynes Fenton) plus nine other employees. Roberta Kuriloff retired in early 2016; she is enjoying this new phase in her life tremendously. Her existing clients will be well taken care of by Jeff, Rebecca, Nic, Catherine, and the rest of the team.
Please note that we consolidated from two Ellsworth offices to one in May 2015. (Please note: we are no longer in the Camden National building.) Feel free to visit us at 134 Surry Road to see our beautiful new space!