Estate Planning and Litigation

Estate planning and execution can be a delicate process, particularly in situations featuring complex financial and business holdings or family structures.

Our holistic approach to estate planning and administration allows us to provide our clients with a comprehensive experience that takes his or her unique personal and financial situation into account. We take the time to listen to our clients’ concerns and goals with respect to their estate plan, and we work closely with them to develop a strategy that will work for them. We provide a full range of estate planning services, such as:

• Wills, including multiple Wills for probate planning
• Powers of attorney for property and personal care
• Retirement planning
• Business succession planning
• Estate Freezing
• Share Rollovers and Exchanges transactions
• Personal finance and asset protection
• Multi-jurisdictional and cross-border planning
• Special needs planning
• Estate transactions relating to property (family and estate transfers, Survivorship applications)

Our office also represents and advises clients in matters of estate litigaton:

• Will challenges and defence
• Will and trust interpretation
• Guardianship and Trusteeship Applications
• Dependants’ support and relief claims
• Passings of accounts
• Quantum meruit claims
• Unjust enrichment