Putnam, Nathaniel S.
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Chair, Estate Planning & Wealth Transfer Practice Group
Nat's practice is concentrated in the areas of estate planning, trust and estate administration, and planning for owners of closely held businesses. He provides advice on estate and gift tax planning, including the formation and administration of marital trusts, credit shelter trusts, irrevocable life insurance trusts, qualified personal residence trusts, and other sophisticated tax-planning vehicles. He also advises clients on all aspects of charitable planning and works closely with financial planners, philanthropic advisers, and accountants to address his clients' personal and financial needs.
Nat represents numerous tax-exempt organizations, including public charities and private foundations, on a broad variety of issues. He has formed numerous tax-exempt entities, including both nonprofit corporations and charitable trusts. He is a frequent speaker on various topics including estate and tax planning, and issues affecting nonprofit and tax-exempt organizations.
While at the University of Maine School of Law, he served as an Associate Editor of the Maine Law Review.
Chair, Estate Planning & Wealth Transfer Practice Group
Nat's practice is concentrated in the areas of estate planning, trust and estate administration, and planning for owners of closely held businesses. He provides advice on estate and gift tax planning, including the formation and administration of marital trusts, credit shelter trusts, irrevocable life insurance trusts, qualified personal residence trusts, and other sophisticated tax-planning vehicles. He also advises clients on all aspects of charitable planning and works closely with financial planners, philanthropic advisers, and accountants to address his clients' personal and financial needs.
Nat represents numerous tax-exempt organizations, including public charities and private foundations, on a broad variety of issues. He has formed numerous tax-exempt entities, including both nonprofit corporations and charitable trusts. He is a frequent speaker on various topics including estate and tax planning, and issues affecting nonprofit and tax-exempt organizations.
While at the University of Maine School of Law, he served as an Associate Editor of the Maine Law Review.
Bar Admissions
States of Maine and Massachusetts, District of Columbia
Education
University of Maine School of Law, J.D., cum laude, 1996
University of New Hampshire, B.A., cum laude, 1989
Memberships and Affiliations
Maine Association of Nonprofits, Member, Board of Directors (Chair of Governance Committee)The Bangor Children's Home, Member, Board of Managers
American Bar Association, Member
Maine State Bar Association, Member
Penobscot County Bar Association, Member
Practice Area
