Drummond Woodsum Attorneys at Law

Portland, ME        207.772.1941
Portsmouth, NH        603.433.3317
Manchester, NH        603.716.2895
800.727.1941




DAVID J. BACKER

Attorney PDF 



207.253.0529 Phone
207.772.3627 Fax

Email

84 Marginal Way, Suite 600
Portland, ME 04101-2480


Assistant: Janet Roy




PRACTICE AREAS

Estate Planning & Administration

EDUCATION

Indiana University School of Law, Bloomington, J.D., 1977

University of Texas at Austin, B.A., with high honors Phi Beta Kappa, Phi Kappa Phi, 1974


BAR & COURT ADMISSIONS

Indiana
Maine

MEMBERSHIPS

American College of Trust and Estate Counsel
Fellow, Elected 2006


Maine's Probate and Trust Law Advisory Committee
Member and Chair


WealthCounsel, a national collaborative of trust and estate planning attorneys
Founding Member


Maine Estate Planning Council
Member


Maine State Bar Association Committees that reviewed and promoted the adoption of Maine’s versions of the Uniform Trust Code and the Uniform Principal and Income Act
Member


Maine State Bar Association
Member


Former probate court commissioner


COMMUNITY/PUBLIC SERVICE

Maine's Probate and Trust Law Advisory Commission
  Member (2010 – current, appointed by the Chief Justice of the Maine Supreme Judicial Court in 2010 and reappointed in 2013 and 2016); Chair (2010 - current)


Cape Elizabeth Town Council
  Member (2003 – 2009 – elected 2003 and re-elected 2006); Finance Chairman (2005); Chairman (2006)


Cape Elizabeth Town Zoning Board of Appeals
  Member (1999-2003); Chairman (2000-2003)


Town of Cape Elizabeth, Thomas Memorial Library Foundation
  Incorporator (2004); member, Board of Directors (2004-2008)


Institute for Civic Leadership’s Collaborative Leadership Intensive
  Member, Mu class  (2004 – 2005)


Butler University, Indianapolis, Indiana, College of Business, graduate school Masters of Business Administration program
  Adjunct Professor of business law (1995-1997)


Board of Directors, USA Canoe/Kayak, the United States Olympic Committee’s national governing body for the sports of whitewater slalom and flat water sprint canoe and kayak
  Appointed member (2009 - 2011); Board Chair (2009 – 2011)


Board of Directors, USA Triathlon, the United States Olympic Committee's national governing body for the sport of triathlon
  Elected member (1989-1993); President (1990-1992); and co-chair of legal committee (1998-2004)


United States Olympic Committee, Athlete Support Committee
  Appointed member (1996-2000)


TD Beach to Beacon 10K, Inc.
  Member, Board of Directors and legal counsel (2001-current); President, Board of Directors (2018-Current)




PRACTICE AREAS

Estate Planning & Administration

EDUCATION

Indiana University School of Law, Bloomington, J.D., 1977

University of Texas at Austin, B.A., with high honors Phi Beta Kappa, Phi Kappa Phi, 1974


BAR & COURT ADMISSIONS

Indiana
Maine

MEMBERSHIPS

American College of Trust and Estate Counsel
Fellow, Elected 2006


Maine's Probate and Trust Law Advisory Committee
Member and Chair


WealthCounsel, a national collaborative of trust and estate planning attorneys
Founding Member


Maine Estate Planning Council
Member


Maine State Bar Association Committees that reviewed and promoted the adoption of Maine’s versions of the Uniform Trust Code and the Uniform Principal and Income Act
Member


Maine State Bar Association
Member


Former probate court commissioner


COMMUNITY/PUBLIC SERVICE

Board of Directors, USA Canoe/Kayak, the United States Olympic Committee’s national governing body for the sports of whitewater slalom and flat water sprint canoe and kayak
  Appointed member (2009 - 2011); Board Chair (2009 – 2011)


Butler University, Indianapolis, Indiana, College of Business, graduate school Masters of Business Administration program
  Adjunct Professor of business law (1995-1997)


Institute for Civic Leadership’s Collaborative Leadership Intensive
  Member, Mu class  (2004 – 2005)


TD Beach to Beacon 10K, Inc.
  Member, Board of Directors and legal counsel (2001-current); President, Board of Directors (2018-Current)


Town of Cape Elizabeth, Thomas Memorial Library Foundation
  Incorporator (2004); member, Board of Directors (2004-2008)


Cape Elizabeth Town Zoning Board of Appeals
  Member (1999-2003); Chairman (2000-2003)


Cape Elizabeth Town Council
  Member (2003 – 2009 – elected 2003 and re-elected 2006); Finance Chairman (2005); Chairman (2006)


Maine's Probate and Trust Law Advisory Commission
  Member (2010 – current, appointed by the Chief Justice of the Maine Supreme Judicial Court in 2010 and reappointed in 2013 and 2016); Chair (2010 - current)


Board of Directors, USA Triathlon, the United States Olympic Committee's national governing body for the sport of triathlon
  Elected member (1989-1993); President (1990-1992); and co-chair of legal committee (1998-2004)


United States Olympic Committee, Athlete Support Committee
  Appointed member (1996-2000)




David Backer is Drummond Woodsum’s Practice Group Leader for Trust and Estate Planning. His practice is limited to trust and estate planning and administration. He is an elected Fellow of the American College of Trust and Estate Counsel. Election as a Fellow is widely considered to be the most prestigious peer recognition that an estate-planning lawyer can receive. A lawyer cannot apply to be a Fellow of the American College of Trust and Estate Counsel. Fellows are nominated and elected by other estate-planning lawyers.

David also serves as Chair of Maine's Probate and Trust Law Advisory Commission (“PATLAC”), charged with conducting a continuing study of the probate and trust laws in Maine and making recommendations to the Legislature for improvements in Maine's probate and trust laws. PATLAC, created in 2010 by the Maine Legislature, is comprised of seven lawyers and three judges and David has served as a member and as Chair of PATLAC since its inception. Originally appointed in 2010, he was reappointed in 2013 and again in 2016, each time for a three-year term. In addition, David has been selected for inclusion in the Best Lawyers in America each year since 2007 in the category of Trusts and Estates and in 2015 was selected by Best Lawyers as the estate-planning Lawyer of the Year for Portland.

David is a frequent speaker and writer on various trust, estate and tax planning topics. See recent Professional Presentations, including his most recent Estate Planning Year in Review that he has written each year since 2003.

As part of David’s broad estate planning and administration practice, David advises colleges on the creation and structure of charitable trusts, and counsels clients on a broad range of other matters that affect their estate planning, including pre-marital agreements, post-marital agreements, real estate transfers, and coordinating the beneficiary designations of retirement accounts and life insurance with the overall estate plan.

David frequently represents and advises beneficiaries of estate and trusts, and advises corporate and individual trustees regarding their responsibilities. With the assistance of Drummond Woodsum’s trial lawyers, David also brings and defends claims on behalf of heirs and beneficiaries. 



AWARDS

  • Estate Planning Lawyer of the Year, Portland, ME (Awarded by Best Lawyers)
  • New England Super Lawyers, Estate Planning & Probate 2008-2014
  • Best Lawyers USA, Trusts and Estates 2008-2019
  • Martindale Hubbell, AV Preeminent
  • Chambers and Partners HNW, Private Wealth Law, Maine

David Backer is Drummond Woodsum’s Practice Group Leader for Trust and Estate Planning. His practice is limited to trust and estate planning and administration. He is an elected Fellow of the American College of Trust and Estate Counsel. Election as a Fellow is widely considered to be the most prestigious peer recognition that an estate-planning lawyer can receive. A lawyer cannot apply to be a Fellow of the American College of Trust and Estate Counsel. Fellows are nominated and elected by other estate-planning lawyers.

David also serves as Chair of Maine's Probate and Trust Law Advisory Commission (“PATLAC”), charged with conducting a continuing study of the probate and trust laws in Maine and making recommendations to the Legislature for improvements in Maine's probate and trust laws. PATLAC, created in 2010 by the Maine Legislature, is comprised of seven lawyers and three judges and David has served as a member and as Chair of PATLAC since its inception. Originally appointed in 2010, he was reappointed in 2013 and again in 2016, each time for a three-year term. In addition, David has been selected for inclusion in the Best Lawyers in America each year since 2007 in the category of Trusts and Estates and in 2015 was selected by Best Lawyers as the estate-planning Lawyer of the Year for Portland.

David is a frequent speaker and writer on various trust, estate and tax planning topics. See recent Professional Presentations, including his most recent Estate Planning Year in Review that he has written each year since 2003.

As part of David’s broad estate planning and administration practice, David advises colleges on the creation and structure of charitable trusts, and counsels clients on a broad range of other matters that affect their estate planning, including pre-marital agreements, post-marital agreements, real estate transfers, and coordinating the beneficiary designations of retirement accounts and life insurance with the overall estate plan.

David frequently represents and advises beneficiaries of estate and trusts, and advises corporate and individual trustees regarding their responsibilities. With the assistance of Drummond Woodsum’s trial lawyers, David also brings and defends claims on behalf of heirs and beneficiaries. 



AWARDS

  • Estate Planning Lawyer of the Year, Portland, ME (Awarded by Best Lawyers)
  • New England Super Lawyers, Estate Planning & Probate 2008-2014
  • Best Lawyers USA, Trusts and Estates 2008-2019
  • Martindale Hubbell, AV Preeminent
  • Chambers and Partners HNW, Private Wealth Law, Maine
NEWS

Drummond Woodsum Attorney David Backer Ranked in the 2018 Chambers and Partners High Net Worth Guide
September 26, 2018

Best Lawyers in America Recognizes 33 Drummond Woodsum Attorneys
August 16, 2018

Thirty Attorneys from Drummond Woodsum are listed in The Best Lawyers in America 2016
August 17, 2015

Twenty-Two Drummond Woodsum Attorneys Selected For 2014 Super Lawyers List
October 15, 2014


ARTICLES

Multi-Generational Ownership and Planning for Family Owned Properties
January 3, 2018

2017 Estate Planning Year in Review
January 2, 2018

2016 Estate Planning Year in Review
January 1, 2017

2015 Estate Planning Year in Review
January 1, 2016

PRESENTATIONS

Maine Probate Judges Assembly
September 23, 2016


Say Goodbye To Title 18-A - Updating the Maine Probate Code After 35 Years of Faithful Service
May 4, 2016


Ascertainable Standards: What Are They and Why Do They Matter?
September 3, 2013


Multi-Generational Ownership & Planning for Family Owned Properties in Maine
April 28, 2012





    PRESENTATIONS

  • Maine Probate Judges Assembly
    September 23, 2016
  • Say Goodbye To Title 18-A - Updating the Maine Probate Code After 35 Years of Faithful Service
    May 4, 2016
  • Ascertainable Standards: What Are They and Why Do They Matter?
    September 3, 2013
  • Multi-Generational Ownership & Planning for Family Owned Properties in Maine
    April 28, 2012
  • Estate Planning, Maine Bankers Association, Trust and Wealth Management Conference
    May 4, 2011
  • Estate Planning Essentials for Financial Planners
    October 2008
  • The Complete Trust Course, PESI, Seminar
    2005, 2006, 2007, 2008
  • Drafting Options Under the Maine Uniform Trust Code
    September 1, 2007
  • Beneficiary Controlled Trusts and Trust Protectors
    September 2007
  • Marital Deduction Planning in a Decoupled State
    December 2006
  • Implementing the Maine Uniform Trust Code, Maine Bankers Association, Annual Convention
    May 2005
  • Uniform Trust Code Overview for the Real Estate Practitioner
    March 2005
  • Critical Concepts and Definitions Under the Maine Uniform Trust Code
    February 4, 2005
  • Overview of Maine Uniform Trust Code
    February 2005
  • Uniform Trust Code Critical Concepts
    January 2005
  • Uniform Trust Code Critical Concepts
    September 2004
  • Overview of the Maine Uniform Trust Code
    May 2004
  • Use of the Power to Adjust and the Power to Convert to a Unitrust under Maine's New Uniform Principal and Income Act
    March 2004
  • Maine's Uniform Trust Code, Critical Concepts and Definitions
    February 2004
  • Changing Investment Strategies and Why Unitrust Conversion Makes Sense in a Poor Investment Market
    May 2003
  • Maine's New Uniform Principal and Income Act, The Power to Convert to a Unitrust
    October 1, 2002




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