Go Back   Winnipesaukee Forum > Winnipesaukee Forums > General Discussion
Home Forums Gallery Blogs YouTube Channel Classifieds Calendar Register FAQDonate Members List Search Today's Posts Mark Forums Read

Reply
 
Thread Tools Display Modes
Old 10-04-2022, 09:17 AM   #1
8gv
Senior Member
 
8gv's Avatar
 
Join Date: Jan 2012
Posts: 1,888
Thanks: 59
Thanked 657 Times in 425 Posts
Default Lawyer for will etc.?

It's time to get our will from another state updated.

We live in Laconia but on occasion have been known to roam a bit.

Who do you recommend?

Thanks!

P.S. No, I am not calling Saul...
8gv is offline   Reply With Quote
Old 10-04-2022, 10:09 AM   #2
ishoot308
Senior Member
 
Join Date: Feb 2008
Location: Gilford, NH / Welch Island
Posts: 5,300
Thanks: 2,042
Thanked 4,357 Times in 1,686 Posts
Default Estate Attorney

Quote:
Originally Posted by 8gv View Post
It's time to get our will from another state updated.

We live in Laconia but on occasion have been known to roam a bit.

Who do you recommend?

Thanks!

P.S. No, I am not calling Saul...
If your willing to travel to Manchester, Anu Mullikin from Devine / Millimet is an amazing attorney for estate planning...

https://www.devinemillimet.com/amullikin

Good luck!

Dan
__________________
It's Always Sunny On Welch Island!!
ishoot308 is offline   Reply With Quote
Old 10-04-2022, 10:30 AM   #3
TiltonBB
Senior Member
 
Join Date: Feb 2005
Location: Gilford, NH and Florida
Posts: 2,570
Thanks: 511
Thanked 1,934 Times in 796 Posts
Default

I have used William Woodbury on Union Avenue in Laconia several times. He does very good work.

https://www.ncolaw.com/william-d-woodbury.html
TiltonBB is offline   Reply With Quote
Old 10-04-2022, 11:00 AM   #4
Flylady
Senior Member
 
Join Date: Apr 2006
Location: So. California & Lakes Region
Posts: 256
Thanks: 218
Thanked 106 Times in 61 Posts
Default

Quote:
Originally Posted by TiltonBB View Post
I have used William Woodbury on Union Avenue in Laconia several times. He does very good work.

https://www.ncolaw.com/william-d-woodbury.html
I use Walker-Varney in Wolfeboro. Randy Walker. 603 569-2000. Very good at wills and trusts.
Flylady is offline   Reply With Quote
Old 10-04-2022, 11:08 AM   #5
camp guy
Senior Member
 
camp guy's Avatar
 
Join Date: Apr 2004
Location: formerly Winter Harbor, still Wolfeboro
Posts: 1,038
Thanks: 252
Thanked 401 Times in 240 Posts
Default Lawyer, etc

We have used Susanne Chisholm, Esq, of the firm of Chisohlm Persson & Ball, in Laconia. Extremely capable.
camp guy is offline   Reply With Quote
The Following User Says Thank You to camp guy For This Useful Post:
upthesaukee (10-04-2022)
Sponsored Links
Old 10-04-2022, 12:04 PM   #6
ApS
Senior Member
 
ApS's Avatar
 
Join Date: Jan 2005
Location: Florida (Sebring & Keys), Wolfeboro
Posts: 5,476
Thanks: 1,764
Thanked 679 Times in 483 Posts
Arrow Ready Appointments and Questions Answered...

Quote:
Originally Posted by Flylady View Post
I use Walker-Varney in Wolfeboro. Randy Walker. 603 569-2000. Very good at wills and trusts.
Agreed.

Filed my Trust with Randy Walker last week.
ApS is offline   Reply With Quote
Old 10-04-2022, 12:23 PM   #7
MeredithMan
Senior Member
 
MeredithMan's Avatar
 
Join Date: Aug 2013
Location: Bedford, NH; Meredith, NH
Posts: 794
Thanks: 222
Thanked 727 Times in 282 Posts
Default Use only an Estates and Trusts Attorney

The first thing to make sure of is to use only an Estate Planning / Trusts Attorney. You are doing yourself a huge disservice if you use just a general attorney or worse yet, the real estate attorney that you used to close on your house.

The one I would recommend would be Christine Anderson of Ansell and Anderson in Bedford. She consistently makes the "Top Attorneys in NH" ranking in NH magazine and she came highly recommended to us from quality estate planning firms we used in both MA and CT when we lived there. Most importantly, she is a great person...kind and patient with her clients.
MeredithMan is offline   Reply With Quote
Old 10-04-2022, 01:40 PM   #8
Sue Doe-Nym
Senior Member
 
Join Date: Jul 2009
Posts: 1,292
Thanks: 673
Thanked 721 Times in 369 Posts
Default

Quote:
Originally Posted by camp guy View Post
We have used Susanne Chisholm, Esq, of the firm of Chisohlm Persson & Ball, in Laconia. Extremely capable.
She is doing a trust for usÖ.seems very capable.
Sue Doe-Nym is offline   Reply With Quote
The Following User Says Thank You to Sue Doe-Nym For This Useful Post:
upthesaukee (10-04-2022)
Old 10-04-2022, 03:08 PM   #9
tummyman
Senior Member
 
Join Date: Aug 2009
Location: Moultonborough
Posts: 674
Thanks: 172
Thanked 553 Times in 189 Posts
Default

We opted for a larger firm with a large estate planning group. Our son is an attorney (MA) and advised us that the whole area of trusts and estates is one that is constantly changing and you need to have people totally focused on that. We used McLane Middleton with offices in Concord, Manchester, etc. etc. Have some 25 /- attorneys is the trust/estate department. But we heeded his advice...go big, not small. We had done estate planning a number of times in MA, updating as we went along. But now we are NH residents and needed to focus of the laws here, not MA.

We also interviewed three firms before we made a selection. They usually offer a free discussion consultation.

Meredith Man's advice is spot on !!!!!
tummyman is online now   Reply With Quote
Old 10-04-2022, 03:22 PM   #10
Little Bear
Senior Member
 
Join Date: Jul 2006
Posts: 537
Thanks: 90
Thanked 212 Times in 111 Posts
Default

I've had good luck with McDonald & Kanyuk in Concord. Specialists in estate planning law. https://www.mckan.com/
Little Bear is offline   Reply With Quote
Old 10-04-2022, 07:38 PM   #11
TheProfessor
Senior Member
 
Join Date: Nov 2010
Posts: 911
Thanks: 16
Thanked 268 Times in 166 Posts
Default

Quote:
Originally Posted by MeredithMan View Post
The first thing to make sure of is to use only an Estate Planning / Trusts Attorney. You are doing yourself a huge disservice if you use just a general attorney or worse yet, the real estate attorney that you used to close on your house.
Yes. Correct. Absolutely.
TheProfessor is offline   Reply With Quote
Old 10-04-2022, 11:19 PM   #12
8gv
Senior Member
 
8gv's Avatar
 
Join Date: Jan 2012
Posts: 1,888
Thanks: 59
Thanked 657 Times in 425 Posts
Default

Thank you all for the advice and recommendations!
8gv is offline   Reply With Quote
Old 10-05-2022, 04:17 PM   #13
skipf
Junior Member
 
Join Date: Jul 2019
Posts: 1
Thanks: 0
Thanked 0 Times in 0 Posts
Default

We moved from MA to NH and had our plans redone by Elise Salek at Sulloway & Hollis in Concord; she has also helped with estate of a family member in MA as she is licensed there as well. We were very pleased with her expertise, common sense and advice. Highly recommend her.
skipf is offline   Reply With Quote
Old 10-07-2022, 07:58 AM   #14
Major
Senior Member
 
Major's Avatar
 
Join Date: May 2013
Location: Laconia
Posts: 910
Thanks: 376
Thanked 879 Times in 363 Posts
Default A nickel's worth of free advice

This thread is very timely. I am assisting an executor in probating a will of a close family member. As a former JAG, I drafted hundreds of wills for soldiers who were deploying. (Simple wills for simple soldiers.) So I know a little about this area of the law. With this particular will there is a fair amount of confusion about specific bequests and how they are funded. Frankly, this section of the will was poorly drafted. We know what the Testator's intent was, so we are proceeding with that understanding. However, if we had a beneficiary who wanted to kick up a stink, we'd be in serious trouble.

The person who wrote the will is a local attorney with a very good reputation. However, the attorney is a traditional country attorney who, in addition to estate planning, also claims to be proficient in real estate, corporate law and tax. When you choose an estate planning attorney, select an attorney who ONLY does estate planning. They most likely will have more touches and be more up-to-date with recent changes in the law.

Good luck!
Major is online now   Reply With Quote
The Following 4 Users Say Thank You to Major For This Useful Post:
joey2665 (10-07-2022), Sue Doe-Nym (10-07-2022), tummyman (10-08-2022), Waterbaby (10-11-2022)
Old 10-07-2022, 08:47 AM   #15
Sue Doe-Nym
Senior Member
 
Join Date: Jul 2009
Posts: 1,292
Thanks: 673
Thanked 721 Times in 369 Posts
Default

You might not want to say, but I hope your country lawyer isnít Susanne Chisholm, because she is in the process of doing a trust for us.
Sue Doe-Nym is offline   Reply With Quote
Old 10-07-2022, 09:19 AM   #16
Major
Senior Member
 
Major's Avatar
 
Join Date: May 2013
Location: Laconia
Posts: 910
Thanks: 376
Thanked 879 Times in 363 Posts
Default

Quote:
Originally Posted by Sue Doe-Nym View Post
You might not want to say, but I hope your country lawyer isnít Susanne Chisholm, because she is in the process of doing a trust for us.
No it isn't. You are in the clear! Also, I think all Susanne does is estate planning and probate work.

I truly do have respect for the attorney who drafted our family member's will. Maybe he had a bad day, we all have them. But I know the attorney does not work exclusively in estate planning, so I think that can be a big issue.
Major is online now   Reply With Quote
The Following 2 Users Say Thank You to Major For This Useful Post:
Sue Doe-Nym (10-07-2022), upthesaukee (10-07-2022)
Old 10-08-2022, 12:53 PM   #17
TheProfessor
Senior Member
 
Join Date: Nov 2010
Posts: 911
Thanks: 16
Thanked 268 Times in 166 Posts
Default

Quote:
Originally Posted by Major View Post
When you choose an estate planning attorney, select an attorney who ONLY does estate planning. They most likely will have more touches and be more up-to-date with recent changes in the law.
Excellent point. That many should comprehend.

Did a simple will with Will software that came free with Quicken. Done.
OR
Maybe now go to a specialist as stated above.

What about trusts? What about taxes?

Sadly, I have viewed more than a few lake front properties being sold after the original owner/parents passed. The intent was for all to enjoy the lake.
Spouses and money promptly become an issue.
Other lawyers involved.

Disharmony in previously nice families.
TheProfessor is offline   Reply With Quote
The Following 2 Users Say Thank You to TheProfessor For This Useful Post:
Major (10-11-2022), upthesaukee (10-08-2022)
Reply

Bookmarks

Thread Tools
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is On

Forum Jump


All times are GMT -5. The time now is 12:27 PM.


Powered by vBulletin® Version 3.8.11
Copyright ©2000 - 2022, vBulletin Solutions Inc.

This page was generated in 0.24279 seconds