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Jeffrey Warren Jones

Estate planning Attorney at Ellsworth, ME

1.0   1 review
  • State Years
    Maine - ME 39 years
    New Jersey - NJ 46 years
  • Licensed for 39 years
    State ME
    Acquired 1985
    Status
    Active No misconduct found
  • Licensed for 46 years
    State NJ
    Acquired 1977
    Status
    Resigned Without Prejudice No misconduct found

We have not found any instances of professional misconduct for this lawyer.

About Jeffrey

Learn Jeffrey’s areas of practice.

4
Practice areas
  1. Estate planning
    50%
    I work with clients (and often their other advisers) to develop and implement a customized estate plan for each client. Most estate plans include one or more trusts. I frequently assist families who want to preserve a family home or other assets for future generations or pass on a family business.

    46 years, 1,500 cases

  2. Trusts
    30%
    In addition to estate planning using trusts, I represent trustees and beneficiaries of trusts. I advise trustees how to keep beneficiaries informed, comply with legal requirements and avoid liability while administering the trust. When requested, my partners and I may serve as fiduciaries - trustees, personal representatives, agents under powers of attorney and Court-appointed conservators.

    41 years, 400 cases

  3. Probate
    15%
    I represent Personal Representatives who want all of the administrative, accounting and (Maine & federal) tax aspects of an estate handled in a prompt and professional manner. I also represent parties in Maine guardianship and conservatorship cases.

    46 years, 450 cases

  4. Elder law
    5%
    I advise clients about Medicaid (or MaineCare) and Long Term Care insurance. assist elderly or disabled clients and their families in arranging for home care, and draft Special Needs Trusts to provide extra benefits for persons who are receiving state or federal assistance.

    34 years, 380 cases

Jeff has been practicing trust and estate law in Ellsworth since 1985 and has been a lawyer for over 30 years. He is a graduate of Princeton University and Rutgers-Camden School of Law.  He is admitted to the bars of Maine, New Jersey and the U.S. Supreme Court and is a member of the Maine and American Bar Associations and the National Academy of Elder Law Attorneys.

 

In 2009, Jeff was appointed to the new Maine Probate and Trust Law Advisory Commission (PATLAC) created by the Legislature.  He was reappointed in 2013 and is currently the Chair of the PATLAC committee which is drafting a revised Maine Probate Code.  In 2003 Jeff Chaired the Committee of lawyers and trust bankers which drafted the Maine Uniform Trust Code.  As a result, the National Conference of Commissioners of Uniform State Laws recognized him in 2004 for “outstanding leadership and support of the Uniform Trust Code project.”  Jeff is also the author of the chapter on Marital Deduction Planning in A Practical Guide to Estate Planning in Maine, published in 2012.

 

Throughout his career Jeff has received other national recognition as an estate planning, probate, and trust lawyer.  He was elected a Fellow of the American College of Trust & Estate Counsel (ACTEC) in 1990 where he is national Editor of the ACTEC State Surveys project and a member of three of national committees.  Following a poll of Maine lawyers in 1995, Jeff was selected for inclusion in the directory “The Best Lawyers in America.”   In 2007 he was voted by lawyers throughout the region to the first “New England Superlawyers” list for his expertise in both Trusts and Estates and Elder Law.  America’s oldest lawyer-rating organization, Martindale-Hubbell has awarded Jeff an “Av” rating, described as the “highest possible rating in both legal ability and ethical standards.”  He has a rating of 10.0 on the Avvo site. The New England Bar Association recognized Jeff for his “personal contributions to the legal profession” in 2001.

 

Jeff has made many educational presentations about trust and estate law over the years, from local seminars for non-lawyers to national meetings of lawyers and trust bankers.  He enjoys making such presentations and continues to do several each year.

 

Like all members of Jones, Kuriloff & Sargent, Jeff believes in giving back to his community.  He was a Trustee and past Chair of the Maine Coast Healthcare Foundation, a founding member of the Maine Planned Giving Council and serves on the investment committee of his church.  When his children were growing up he served as a scout leader, soccer coach, and swimming official.  Jeff is a former director of the Katahdin Area Council, Inc. of the Boy Scouts of America and served two years as a delegate to the National Council of YMCAs of the United States.

Location

Jones, Kuriloff & Sargent, LLC
134 Surry Road
P.O. Box 622
Ellsworth, ME, 04605-0622

Reviews

1.0 / 5.0
  1 customer review
5 Star
 
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1 Star
 
100%
Posted by Bill | January 24, 2018
This review is from a person who hired this attorney.
| Hired Attorney
Trust
Hired Jeff to write a trust agreement and I provided detailed instructions as to names to be included. Went thru three drafts to get the many errors corrected. Draft quality poor. Originally told it would be several weeks, actually took over two months. Unless you plan to do a lot of proof reading and writing letters to explain errors, I suggest looking for someone else.
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Cost

Rates
  • Hourly Rates $ 275-325 per hour
Payment methods
Cash, Check, Credit Card

Resume

AVVO RATING 10.0 (Superb)

Work Experience

  • Member-Manager
  • Jones, Kuriloff & Sargent, LLC
  • 2013 - Present
  • President
  • Jeffrey W. Jones, P.A.
  • 2001 - Present
  • Partner, Managing Partner
  • Hale & Hamlin
  • 1985 - 2001
  • Managing Partner
  • Jones, Ackerman, O'Malley &Lundquist
  • 1981 - 1985
  • Partner
  • Sprigman & Jones
  • 1980 - 1981
  • Deputy Attorney General
  • New Jersey Department of Law & Public Safety
  • 1977 - 1980
View all work experience

Education

  • Rutgers, The State University of New Jersey School of Law - Camden
  • JD - Juris Doctor
  • 1977
  • Princeton University
  • A.B.
  • 1971
  • University of Miami School of Law
  • N/A

Associations

  • Maine Probate and Trust Law Advisory Commission
  • Appointed Member
  • 2010 - Present
  • American College of Trust and Estate Counsel
  • Editorial Board
  • 2009 - Present
  • Maine State Bar Association
  • Alternative Dispute Resolution Committee
  • 2005 - Present
  • American College of Trust and Estate Counsel
  • Practice Committee
  • 2000 - Present
  • American College of Trust & Estate Counsel
  • Technology Committee
  • 2000 - Present
  • Maine State Bar Association
  • Trust and Estate Section
  • 1995 - Present
  • National Academy of Elder Law Attorneys
  • Member
  • 1991 - Present
  • Maine State Bar Association
  • Elder Law Section
  • 1990 - Present
  • American College of Trust and Estate Counsel
  • Elected Fellow
  • 1990 - Present
  • Maine State Bar Association
  • Real Estate & Title Section
  • 1985 - Present
  • American Bar Association
  • Real Property, Probate & Trust Section
  • 1980 - Present
  • Maine Bar Foundation
  • Elected Fellow
  • N/A
  • Maine Uniform Trust Code Drafting Committee
  • Chair
  • 2003 - 2006
  • American College of Trust and Estate Counsel
  • Maine State Chair
  • 2002 - 2007
  • American College of Trust and Estate Counsel
  • Elder Law Committee
  • 1991 - 1995
  • Maine State Bar Association
  • Board of Governors
  • 1988 - 1995
  • Maine State Bar Association
  • Continuing Education Committee
  • 1987 - 1992
View all associations

Languages Spoken

  • English

Honors and Awards

  • AV Rated
  • Martindale-Hubbell
  • 2016
  • Super Lawyer
  • Super Lawyers
  • 2014
  • Super Lawyer
  • Super Lawyers
  • 2013
  • Super Lawyer
  • Super Lawyers
  • 2012
  • Super Lawyer
  • Super Lawyers
  • 2011
  • Super Lawyer
  • Super Lawyers
  • 2008
  • Super Lawyer
  • Super Lawyers
  • 2007
  • Certificate of Appreciation - Uniform Trust Code
  • National Conference of Commissioners of Uniform State Laws
  • 2004
View all awards

Publications

  • A Practical Guide to Estate Planning in Maine
  • Marital Deduction Planning (Chapter)
  • 2012
  • Maine State Bar Association
  • Practicing Under the Maine Uniform Trust Code
  • 2004

Speaking Engagements

  • Elder Law and Estate Planning Symposium
  • Trust Protectors
  • 2012
  • New England Regional Meeting
  • Special Needs Trusts
  • 2009
  • Annual Wealth Planning and Trust Conference
  • Current Issues - Uniform Trust Code
  • 2008
  • Annual Trust Conference
  • Uniform Trust Code
  • 2008
  • Continuing Legal Education Conference
  • Uniform Trust Code
  • 2005
  • Continuing Legal Education Conference
  • Uniform Trust Code
  • 2005
  • Annual Wealth Planning and Trust Conference
  • Understanding the Uniform Trust Code
  • 2005
  • Annual Trust Conference
  • Uniform Trust Code
  • 2005
  • ACTEC Fall Seminar
  • Ethical Considerations of File Retention and Destruction
  • 2005
  • Continuing Legal Education Conference
  • Uniform Trust Code
  • 2004
  • Charitable Gifting as Part of the Estate Plan
  • What's New and What's on the Horizon?
  • 2000
View all speaking engagements

Attorney endorsements

Received (1)
Given (1)
Endorse Jeffrey
Elder law Attorney | Mar 10
Relationship: Friend
"I endorse this lawyer's work. I have known him for 37 years and have always known him to be honest and competent. I would have no qualms about referring a client to him."
Estate planning