David J. Backer

David Backer, Chair of the firm’s Trust and Estate Planning Group, limits his practice to trust and estate planning and administration. He is an elected Fellow of the American College of Trust and Estate Counsel.  David serves as Chair of Maine's Probate and Trust Law Advisory Commission, 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.  In addition, David has been included in the 2013 edition of Best Lawyers in America in the category of Trusts and Estates.

David is a frequent speaker to attorneys, accountants and financial professionals on various trust, estate and tax planning topics.  See Recent Professional Presentations, including his most recent 2013 Estate Planning Year in Review.

Education

  • J.D., Indiana University School of Law, Bloomington (1977)
  • B.A., University of Texas at Austin (1974) (with high honors Phi Beta Kappa, Phi Kappa Phi

Bar Admissions

  • Admitted in Maine and Indiana

Professional Memberships

  • Fellow, American College of Trust and Estate Counsel
  • Recognized by Best Lawyers in America for work in Trust and Estate planning
  • Listed in Super Lawyers for Maine and New England in Estate Planning and Probate
  • Member, Maine State Bar Association Committees that reviewed and promoted the adoption of Maine’s versions of the Uniform Principal and Income Act and the Uniform Trust Code.
  • Member, Maine Estate Planning Council
  • Founding Member, WealthCounsel, a national collaborative of trust and estate planning attorneys
  • Former probate court commissioner

Community/Public Service

  • Appointed member, Maine's Probate and Trust Law Advisory Commission (2010 - ; Chair, 2010 -)
  • Appointed member, 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 (2009 -  2011; Board Chair, 2009 – 2011)
  • Elected Member, Cape Elizabeth Town Council (2003 – 2006; Finance Chairman, 2005; Chairman, 2006, re-elected 2006-2009)
  • Member, Cape Elizabeth Town Zoning Board of Appeals (1999-2003; Chairman, 2000-2003)
  • Town of Cape Elizabeth, Thomas Memorial Library Foundation (Incorporator, 2004; member, Board of Directors, 2004-2008)
  • Member, Mu class (2004 – 2005), Institute for Civic Leadership’s Collaborative Leadership Intensive
  • TD Banknorth Beach to Beacon 10K, Inc. (Board of Directors, 2001 - )
  • Adjunct Professor of business law, Butler University, College of Business, graduate school Masters of Business Administration program (1995-1997)
  • Elected member, Board of Directors, USA Triathlon, the United States Olympic Committee's national governing body for the sport of triathlon in Colorado Springs (1989 to 1993; President, 1990-1992; and legal counsel 1988-2004)
  • United States Olympic Committee, USA Triathlon’s representative to Athlete Support Committee (1996-2000)

Professional Presentations

  • Maine State Bar Association two-day Elder Law and Estate Planning Institute, Ascertainable Standards (September 2012)
  • Maine Land Conservation Conference, Multi-Generational Ownership and Planning for Family Owned Properties (April 2012)
  • Maine Bankers Association Trust & Wealth Management Conference, Estate Planning (May 2011)
  • The Complete Trust Course, PESI (Bangor and Portland, Maine, October 2008)
  • The Financial Planning Association of Northern New England, Estate Planning Essentials for Financial Planners (October 2008)
  • The Complete Trust Course, PESI (Bangor, September 2007; Portland, October 2007)
  • Maine State Bar Association two-day Elder Law and Estate Planning Institute, Beneficiary Controlled Trusts and Trust Protectors (September 2007)
  • Frank M. Carter Annual Tax Institute, Husson College, Marital Deduction Planning in a Decoupled State (December 2006)
  • The Complete Trust Course, PESI (Bangor and Portland, Maine, October 2006)
  • The Complete Trust Course, PESI (Portland, Maine, December 2005)
  • Maine Bankers Association Annual Meeting, Implementing the Maine Uniform Trust Code (May 2005)
  • Maine State Bar Association two-day Real Estate Planning Symposium, Uniform Trust Code Overview for the Real Estate Practitioner (March 2005)
  • Maine Estate Planning Council, Overview of Maine Uniform Trust Code (February 2005)
  • Maine State Bar Association Annual Meeting, Uniform Trust Code Critical Concepts (January 2005)
  • Tri-State (Maine, New Hampshire, Vermont) Bankers Association Annual Meeting, Uniform Trust Code Critical Concepts (September 2004)
  • Maine Bankers Association Annual Meeting, Overview of the Maine Uniform Trust Code (May 2004)
  • Maine Estate Planning Council, 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 State Bar Association, Maine's Uniform Trust Code, Critical Concepts and Definitions (February 2004)
  • Maine Bankers Association Annual Meeting, Changing Investment Strategies and Why Unitrust Conversion Makes Sense in a Poor Investment Market (May 2003)
  • Maine State Bar Association, Maine's New Uniform Principal and Income Act, The Power to Convert to a Unitrust (October 2002)