Author Archives: Smilie G. Rogers

About Smilie G. Rogers

Elder law, estate planning, probate and tax attorney located in York, Maine. Licensed in Maine, Massachusetts and New Hampshire. See www.brennanrogers.com

Liability of nonprobate transferee – Trick or Treat?

Hold on to your candy kiddos; this is a stickup! Title 18-C MRS Section 6-102(2) (http://legislature.maine.gov/statutes/18-C/title18-Csec6-102.html) of Maine’s Uniform Probate Code introduces us to a new concept, nonprobate transferee liability.   The statute provides that, except as otherwise provided by statute, … Continue reading

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Maine’s Transfer on Death Deeds

  The enactment of the Maine Uniform Probate Code on September 1, 2019, brought with it Title 18-C M.R.S. § 6-401, et seq., the Uniform Real Property Transfer on Death Act, see https://legislature.maine.gov/statutes/18-C/title18-Csec6-401.html, which authorizes the use of transfer on … Continue reading

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Maine’s Enactment of Uniform Probate Code

The Maine Uniform Probate Code (MUPC), Title 18-C M. R. S. § 1-101 et seq., https://legislature.maine.gov/statutes/18-C/title18-Cch0sec0.html, with a delayed effective date of September 1, 2019 (see Section 8-301(1), H.P. 1881- L.D. 1535) pursuant to emergency legislation, revokes Title 18-A. Title 18-C brings … Continue reading

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Estate Planning – Attorney Control Sheets

Estate Planning – Attorney Control Sheets Have you ever wished that you could provide pinpoint directions to your staff for drafting an estate plan by checking boxes, making reference to your intake form or a  memo prepared for the file, … Continue reading

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An easy and affordable staff management tool for estate planning attorneys… Hello Trello!

An easy and affordable task management tool for estate planning attorneys… Hello Trello! Solo and small firms can both benefit from Trello, which offers an easy and affordable solution to the “too much to do and track” problem that we … Continue reading

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Increase your office efficiency by 90% but wait, there’s more… and don’t forget to pre-register!

  According to some reports, automating your practice can increase office efficiency by up to 90%. That’s an impressive number.  While I agree that automating your practice can significantly increase your office efficiency, what I appreciate just as much is … Continue reading

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Announcing a Free Automated Estate Planning Platform for New England Lawyers – Coming Soon

Over the past several months I have been kicking into high gear a dream of mine; to create a free, yep – totally free, automated estate planning platform for lawyers.  Over the years, one thing after another has prevented this … Continue reading

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Small Practice Management – Balancing Appointments, Signings and Cashflow

There was a time when I took calls and scheduled my own appointments.  As a solo, that an easy way to save money.  As my practice grew, there came a time when I could have shed that role but retained … Continue reading

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SJC rules on Nadeau and Daley Cases

See https://mirickoconnelltrustsandestateslawblog.wordpress.com/2017/05/30/sjc-rules-on-nadeau-and-daley-cases/.  

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Planning for Pets

I was recently quoted in the Bangor Daily News in an article A Trust fund for a pooch? .  From time to time I do have clients interested in planning for their pets, though it is not a frequent request.   Thankfully … Continue reading

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