Our Team

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Elizabeth T. McCandless, Esquire

  • 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 the firm of Haight Gardner. In 1985, she moved to Maine to raise her children and joined the Portland firm of Pierce Atwood. After six years as a litigator, Betsey transitioned to trust and estate law, a practice area better suited to her conciliatory personality and creative skills. In 1992, she co-founded Maine's first boutique trust and estate law firm, McCandless & Hunt, which is now known as McCandless LLC. 

 

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. By appointment of the Maine Supreme Judicial Court, she served for nine years on the Maine Supreme Judicial Court's Advisory Committee on Probate Rules, including seven years as its Chair; 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 complimented 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 and traveling. Betsey is the mother of three adult children and grandmother of three little ones.

 

Kelly L. Baetz,

Esquire

  • Admitted to practice law in Maine and Massachusetts

  • B.A. in European History and Environmental Studies, Bowdoin College, 1996

  • J.D. and M.S.E.L. Vermont Law School, 2000

Kelly advises individuals and families during the estate planning, estate administration and trust administration processes. Kelly loves working with families and understanding their myriad personalities and intricate dynamics. She enjoys solving problems in a practical and thoughtful way and working collaboratively with family members, financial advisors and accountants as part of one team.

Kelly began her legal career in Massachusetts and came to Maine in 2005 to work in the Environmental Law Group at Verrill Dana, where she was a partner for eight years. She transitioned to the area of Trusts and Estates law in 2017, first joining McCandless LLC in 2018.

Kelly was raised in Virginia but returned to Maine as soon after college as life permitted. She lives in Bath, Maine, with her husband Scott and her son Henry and is thrilled whenever her two adult stepchildren, Madeleine and Eli, come home to Maine. Kelly enjoys all sports but particularly golf. You can find her outside with her family in any season.

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Kevin Cassidy

Senior Estate Planning Paralegal

  • B.A., Bowdoin College, 1985

Kevin began his career at Pierce Atwood and spent ten years in Trusts and Estates Law before joining McCandless LLC in 1995. He loves his work for the challenges it provides and the complex problem-solving required.

Kevin is an avid runner, cross-country skier, kayaker and cyclist. When he is not working or in the outdoors pursuing one of his many active pursuits, he enjoys being at home with his wife and their greyhound.

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Kimberly Dunfey

Senior Estate and Trust Administrator

  • A.B. in Psychology with distinction, University of Maine at Orono, 1982 

Kim began her career as a trust and estate administrator with McCandless & Hunt in 1995. After 26 continuous years in the field, Kim continues to handle all tasks related to the administration of decedent’s estates and client’s trusts, including asset collection, asset distribution, trust and estate accounting, estate tax preparation, trust and estate income tax preparation and general trust and estate administration tasks. 

Assisting clients through the difficult times after a loved one’s death has been a rewarding experience for Kim and with her years of experience in the field, she can provide the Firm’s clients with the comfort in knowing they are in very good hands, their questions will be answered and the trust or estate tasks that they didn’t even know were necessary, will be accomplished.

Prior to becoming a trust and estate administrator, Kim worked in the bookkeeping department at a large Portland law firm, worked in the ski industry in Vail, Colorado, and worked as a crew member on a private charter sailboat traveling up the east coast as far as Northeast Harbor, Maine and down the east coast to the Caribbean, as far as Grenada. Kim continues to enjoy sailing and skiing with her husband, Sean, and her two adult sons, Braedon and Teagan. 

 

Lisa Chase

Senior Estate and Trust Paralegal

  • B.S. in Paralegal Studies, Rivier College, 1985

  • Certified Trust and Financial Advisor (CTFA) 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 Senior Associate at Plimsoll Mark Capital before joining McCandless LLC in 2018. 

Lisa volunteered at the Ronald McDonald House and was a Big Sister for Big Brothers Big Sisters of America. She is currently a member of the 100+ Women Who Care Southern Maine. Lisa is a native “Mainer” who has traveled to 13 countries and loves engaging with other cultures. She lives in Cape Elizabeth along with her two adult daughters who use it as their home base. 

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Samantha Labrie

Senior Estate and Trust Paralegal

  • B.A. in Business and English, Skidmore College, 1990

Samantha began her career as a probate paralegal in 1991 at a local law firm before joining McCandless LLC in 1994. After staying home to raise her sons for seven years, she rejoined McCandless LLC in 2008. As a trust and estate administrator, she handles all tasks related to the administration of decedent’s estates and client’s trusts, including asset collection, asset distribution, trust and estate accounting, estate tax preparation, trust and estate income tax preparation and general trust and estate administration tasks.

Samantha enjoys spending time at the lake and hiking with her husband, John, and her two adult sons, Nate and Joey.

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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 and quickly realized that working at a trust and estate law firm allows her to have a meaningful impact on peoples’ lives. She enjoys interacting with clients and making the estate planning process as seamless and efficient as possible.

Anne is a competitive triathlete and a 5-time Ironman finisher, including the Ironman World Championships in Hawaii. A Maine native and a lover of the outdoors, Anne and her husband live in Falmouth and have two adult sons.

 

Phoebe Ijams

Legal Assistant

  • B.A. in Anthropology, Rollins College, 2012

Phoebe joined the firm in 2021 after eight years in the real estate industry. Though she is “from away,” her strong family ties to Small Point brought her “home” in 2013. When not working, she enjoys skiing, spin classes and sunny days at the beach with friends and family.