Licensed In


Maine

"The Way Life Should Be"



New Hampshire

"Live Free or Die"



Massachusetts

"The Spirit of Massachusetts is the Spirit of America"



Colorado

"Nil Sine Numine” meaning “Nothing Without Providence”


Practice Areas

 

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Real Estate & Business

We work with our clients on a wide range of real estate transactions, both residential and commercial.  Advising our clients who are both individuals and businesses in their real estate endeavors.  From the negotiating the purchase and sale and executing real estate contracts -- to working on complex multi-year lease agreements.  With the understanding that real estate transactions move at a fast pace we are readily available to ensure our clients get the professional advice and advocacy needed to meet their goals.  Our office goes above and beyond to work collaboratively with all 3rd party organizations when working on real estate matters.

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Trust & Estates

Estate planning and trustee services fully integrated to meet your goals.  Advising individuals, families and closely held businesses about estate planning and administration.  Working with clients to develop estate plans that fit your family.  Our services help clients develop a plan to efficiently transfer wealth to heirs and favored charities, protect family businesses, grow assets and minimize taxes.  We work collaboratively with tax and financial professionals or your existing advisors to develop an estate plan that is tailored to meet your goals, as no two estate plans are alike. 

Providing legal services for clients involving:

  • Wills

  • Trusts 

  • Tax planning & Complex Trusts

  • Powers of Attorney 

  • Advanced Health Care Directives

  • Estate Planning 

  • Probate 

  • Pre-Nuptial Agreements 

  • Post-Nuptial Agreements

 

Lottery & Gaming Practice

For nearly a decade, Stacey’s practice has worked to develop a niche and streamlined confidential practice for assisting clients in collecting their gaming prizes.  Everything from scratch tickets to Mega Millions to Powerball jackpots north of 500M -- Stacey represents her clients and works with various lottery commissions to collect prizes anonymously.  There are many reasons why a winner may want to claim their prize confidentially – not just size if the winnings.  With this niche technique and experience Stacey’s team advises clients of the best practices in this area and what to expect.  The importance of early professional advise with a highly experienced counsel and team cannot be overstated.  From the size of the prize to the collection of the winning, Stacey’s clients can get real answers and advise through a highly confidential process.

 

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Private Foundations

Providing professional administrative and consulting services to our clients.  Serving in a Trustee fiduciary capacity or an advisory role to ensure your charity makes effective grant related decisions.  With experience on both the foundation and non-profit side, our strategic advising creates a collaborative planned giving environment creating successful impact for both the foundation and non-profit charity.   

As your foundation business office, we can provide all of your administrative services or simply those not already performed.

From managing day-to-day administrative tasks to helping refine your vision, we create solutions tailored to your philanthropic goals and unique needs.  

Our services have assisted Private Foundations and clients in the areas of:

  • Local, state, national and international grants

  • Multi-year grants and pledges 

  • Brick and Mortar grants & projects 

  • Medical Research Grants

  • Restricted grant agreements 

  • Grants ranging from five to seven figures

  • Anonymous grants & gifts

  • Donor Advised Fund Oversight & Advising 

 

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Family Office & General Counsel Services

Our approach is to create a customized family platform which will work for your family—not only in this generation, but future generations.  Our internal and external team of advisors, has a specialized skill set and background in working with families and understanding family dynamics.

We create your office infrastructure as we go or work with your existing advisors -- listening and understanding to your family office needs, dynamics and goals.  We work to help carry out those goals with flexibility and best practices.  Our arm’s length approach provides for trust, transparency and accountability to the clients we serve. Having a family law and estate planning background our family office approach is derived from a solid understanding of the challenges faced by families.  Serving as General Counsel for various clients as a primary source of legal advice.  Contact for our customizable schedule of services.

 

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Family Law & Professional Mediation Services

Serving clients in the area of family law.   When faced with a family law crisis whether it be separation, divorce, post-divorce or child custody dispute.  Our experience in both litigation and collaborative law is critical in navigating clients through what can feel like the most trying of times.  Solid legal advice early in the process can be critical to reaching a resolve which has lasting success and avoiding pitfalls.  Experienced in conflict resolution to can keep your family out of the court system.  

Accolades in Family Law:

Successfully challenged the validity of a prenuptial agreement where assets in dispute were in excess of 40MM

Successfully argued a series of landmark cases before the New Hampshire Supreme Court which secured parental rights for non-biological parents

 

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