Trusts, Wealth Management, and Estate Planning

Providing guidance for generation after generation.

 

Members of the Wills, Trusts and Wealth Management practice provide clients with expertise on the effective transfer of wealth from one generation to the next. Our estate planning services includes a thorough review of your needs based on your own personal objectives and family values, including the preparation of customized Wills, trust planning, tax and wealth management planning, domestic contracts, business succession planning, planned giving and incapacity planning. We regularly assist our clients with estate and trust administration, including but not limited to probate applications, advising executors, administrators and beneficiaries of their rights and obligations, and the distribution of assets to beneficiaries.

We serve our clients interests in Canada and abroad by assisting with multi-jurisdictional planning for property matters and tax planning matters.

We have extensive experience involving disputes related to Wills, trusts and estate administration and matters relating to incapacity. We will provide advice and guidance to executors/administrators/trustees, beneficiaries or those individuals whose interests they believe have been excluded.

We will work with you and your wealth management team, including advisors/planners, trust companies and accountants to provide integrated solutions to preserve and transfer wealth and property for individuals, families and business clients.