We advise clients on a personal level about their estate planning and their planning for the succession of the ownership and management of their business. In this area, we focus on long term estate planning requirements, as well as, on-going family related concerns. For example, we can assist you with the preparation of wills and powers of attorney and the creation of trusts to expedite estate planning endeavours.

We also provide individuals with advice on a wide range of legal issues in this area including the interpretation and enforceability of wills and trust arrangements, the rights of beneficiaries, the duties of executors and trustees, and mental incapacity issues.

We provide progressive legal and business counsel to clients regarding:

• Tax-planned wills, including straightforward wills for families
• Powers of attorney for both property and for personal care, including living wills
• Inter vivos trusts and education trusts for children or grandchildren
• Business Succession Planning
• Contentious and non-contentious probate matters
• Administration of estates, including advice to estate trustees, attorneys and other fiduciaries
• Innovative advice to avoid family conflict, or when necessary, to control family conflict
• Revocable and irrevocable trusts
• Grantor Retained Annuity Trusts
• Charitable remainder trusts
• Family partnerships
• Estate and inheritance tax strategies and tax return preparation