Elizabeth T. McCandless – Admitted to practice law in Maine and New York- Fellow, American College of Trust and Estate Counsel
- Highest Martindale-Hubbell Rating (A-V)
- Included in Best Lawyers in America
- Included in Superlawyers
- B.A. in Government, Franklin & Marshall College, 1977
- J.D. Hofstra University School of Law, 1982; Associate Editor, Hofstra Law Review
Betsey began her legal career in New York City as an admiralty lawyer with Haight, Gardner, working there from 1982 to 1985. She moved to Maine in 1985 to raise her children and joined Pierce Atwood. Having decided after six years that litigation didn't suit her professional goals, Betsey became a trust and estate lawyer in 1988. In 1992 she left Pierce Atwood to co-found Maine's first boutique trusts and estates firm, McCandless & Hunt, which is now known as McCandless & Coburn.
Betsey is a Fellow of the American College of Trust and Estate Counsel (ACTEC), a national professional organization to which she was elected in 1995. Betsey serves as a Trustee of the Portland Museum of Art where she is also a member of the Executive Committee and the Collections Committee; she is a Trustee of the Diocesan Funds for the Episcopal Diocese of Maine; and is a member of the Finance Committee of the Hospice of Southern Maine. Previously, she was a member of the Maine Supreme Judicial Court's Advisory Committee on Probate Rules for nine years, serving as Chair from 1996 through 2003; Vice Chair of the Board of Directors of the University of Maine Foundation; and a Director of Hospice of Southern Maine. She frequently lectures on charitable giving, estate and trust administration and estate planning. Betsey excels in navigating complex family dynamics, particularly blended families.
Betsey's creativity as a lawyer is fed by her love of art. She is an artist, working mostly in oil and watercolor, and a collector of current Maine artists. She also enjoys sailing whenever an opportunity arises, watching the Tennis Channel, playing 9 holes of golf (having learned to play while spending time with her adolescent son) and traveling. Betsey is the mother of three adult children and the grandmother of Olivia.
Sarah B. Coburn – Admitted to practice law in Maine- A.B., with honors, in Public Policy and American Institutions, Brown University, 2000
- J.D., Northeastern School of Law, 2005
Sarah, born and raised in Yarmouth, has focused her practice exclusively on Trusts and Estates law. She launched her legal career in Maine with Bernstein Shur in 2005 and joined Betsey McCandless in 2014 after leaving Verrill Dana LLP as a partner. Sarah has served as the Clerk of the Board of Directors for the Friends of Casco Bay, been a member of the Executive Committee of the Maine Bar Foundation, a member of the Planned Giving Committee for Maine Medical Center and a member of the Maine State Bar Association Trusts and Estates Section. Sarah enjoys the planning work with couples and individuals and views the administration of decedents' estates and funded trusts as an honor and privilege.
Sarah and her husband, Brendan, live in the Munjoy Hill area of Portland with their daughter, Emeline. In her free time, Sarah is an avid skier and golfer.
Kelly L. Baetz - Admitted to practice law in Maine and Massachusetts- A.B. in History and Environmental Studies, Bowdoin College, 1996
- J.D., Vermont Law School, 2000
- M.S.E.L. (Master of Studies in Environmental Law), Vermont Law School, 2001
Kelly has been practicing law in Maine since 2005. She joined McCandless & Coburn in 2018 after working with the elder law practice of Nelson-Reade Law Office, P.C. in Portland. Prior to Nelson-Reade, Kelly practiced in the environmental group at Verrill Dana, LLP for 11 years and was a partner with the firm for eight of those years. Kelly loves working with individuals and families and is thrilled with the change in the focus of her practice to trusts and estates law. She served for nine years as a board member of the Maine Island Trail Association and most recently served as a Trustee of the Maine Behavioral Healthcare Board.
Kelly and her family live in Bath, Maine, where they are lovingly, if not quickly, restoring their old home. Kelly loves to golf, is an avid fan of all Cleveland, Ohio, sports teams (yes, especially the Browns) and enjoys skiing, hiking and traveling.
Kevin Cassidy - Senior Estate Planning Paralegal- A.B. in English and the Classics, magna cum laude, Bowdoin College, 1985
- Phi Beta Kappa Society
Kevin began his career as an estate planning paralegal in 1986 at Pierce Atwood working with Betsey. He left Pierce Atwood to join the firm in 1996. Kevin has been drafting wills, revocable trusts, irrevocable trusts of all types and powers of attorney for over 30 years and is a true wordsmith. Kevin serves on the selection committee for the Franklin Delano Roosevelt Cup at Bowdoin College.
A native of Houlton, Maine, Kevin now lives in Brunswick. He and his wife, Lisa Fink, have two adult children. Kevin enjoys running, bicycling and Nordic skiing and occasionally competes in 5K and 10K races.
Kimberly Dunfey - Estate and Trust Administrator- B.A. in Psychology, cum laude, University of Maine, 1982
Kim began her career as a trust and estate administration paralegal with Betsey in 1995 and continued working in the field until she rejoined Betsey's firm in the summer of 2010.
Prior to becoming a trust and estate administrator, Kim worked in the ski industry in Vail, Colorado, and as a crew member on a private charter sailboat based out of Fort Lauderdale, Florida. She continues to enjoy sailing and skiing with her husband, Sean, and her two adult sons.
Samantha Labrie - Estate and Trust Administrator- B.A. in English and Business, Skidmore College, 1990
Samantha began her career as a paralegal at Jensen, Baird, Gardner & Henry in 1991 and joined the firm in 1996. After taking some time at home with her sons, she is back continuing her work as a trust and estate administrator with gusto.
Samantha resides in Cape Elizabeth with her husband and two sons. In her free time, she can be found at the lake or traveling to some exotic destination.
Lisa A. Chase - Estate and Trust Administrator- B.S. in Paralegal Studies, Rivier College, 1985
- Certified Trust and Financial Advisor (CFTA)
- Institute of Certified Bankers, 2006
Lisa has over 30 years of combined experience in the legal field and wealth advisory business. She began her career at Pierce Atwood as a real estate paralegal in Augusta and then a trust and estates paralegal in Portland. For the next decade, she was a Trust Officer at H.M. Payson & Co. Most recently, she worked as a Senior Associate at Plimsoll Mark Capital before joining McCandless & Coburn in 2018.
Previously, Lisa volunteered at the Ronald McDonald House and was a Big Sister for Big Brothers Big Sisters. She is currently a member of 100+ Women Who Care Southern Maine.
Lisa has traveled to 13 countries, including three times to China where she adopted her two daughters. Lisa lives in South Portland with her daughters, where she is a swim, track and soccer mom. In her soon to be empty nest, she will continue to enjoy traveling, biking, gardening and the hunt of thrifting.
Melinda (Mindy) Russell - Legal Assistant-Paralegal- B.A. in Psychology, University of Connecticut, 1977
- Paralegal Certification, Hartford College for Women, 1991
Mindy has worked in the legal profession since 1987, initially in Connecticut and then for Verrill Dana in Portland, Maine beginning in 1996. It was at Verrill Dana where she was fortunate to be introduced to trusts and estates work in 2005. Mindy and Sarah Coburn began their history together in 2008, and joined McCandless & Coburn together in 2014.
Mindy and her husband live in Gray and are avid gardeners, cooks and bakers - even selling their breads at local farmers markets. They enjoy visiting the many bakeries and eateries in Maine and New England to sample and indulge.
Paula Lorello - Legal AssistantPaula is a Portland native who has worked at law firms in the city for over 40 years. She joined Betsey's firm in 2000. Paula lives in Gray with her husband Tom. Their adult son, Matthew, lives in New York City. Paula threatened to retire but graciously agreed to work part time and keep everyone on their toes.
Paula enjoys visiting her son in the City and escaping annually to Martha's Vineyard, spending countless days at the beach and watching the New England Patriots whenever they play. Her garden is spectacular and will be even better now that she has more time to pull weeds.
Anne Wilkinson - Legal Assistant- B.A. in Political Science and Economics, Wellesley College, 1989
Anne joined the firm in 2019 after more than 20 years in merchandising at Cole Haan. She serves on the board of directors of Girls on the Run - Maine.
Anne is a competitive triathlete and a 5-time Ironman finisher, including the Ironman World Championships in Kailua-Kona, Hawaii in 2013 and 2015. A Maine native and a lover of the outdoors, Anne and her husband live in Falmouth with their two sons.
Lindsay Theobald - Legal Assistant- B.A. in English, Mount Holyoke College, 2018
Lindsay grew up in Connecticut and lived in New Hampshire before relocating to Maine and joining McCandless & Coburn in 2019. Upon her arrival in Portland, she began her hunt to find the best dumplings the city has to offer. She has already discovered the joy of drawing in her MECA classes.