We have a wide range of experience in all aspects of wills, trusts and estates. On the planning side, we provide individuals, families and business clients with comprehensive advice tailored to their specific needs. This will ensure the orderly succession of assets to the next generation including reducing or eliminating probate fees and minimizing or deferring tax on capital gains, meeting any philanthropic desires and preparing for the possibility that an individual may become unable to take care of themselves or manage their assets. Areas of expertise include the following:

  • Complex estate planning, including wills and trusts
  • Planning for potential incapacity including powers of attorney for personal care and property
  • Pre- and post-mortem tax planning
  • Corporate and share structures, shareholder arrangements, and trusts for shares
  • Estate planning for families of persons with disabilities and special needs and advising organizations which assist the disabled community
  • Estate planning for disabled individuals
  • Representing and advising Charities as beneficiaries of an estate or trust
  • Passing of executor, trustee and attorney accounts
  • All aspects of trust and estate administration