Areas of Practice

Estate Planning.

Estate Planning means making sure that you and your family are cared for and protected, even once you become incapable or pass away.

This can go beyond wills, and extend to taking advantage of different techniques for efficient tax planning, managing the needs of members of a blended family, ensuring an orderly business succession, and more.

Estate Administration.

We are experienced with advising and assisting executors, trustees, attorneys for property and for personal care, and the guardians of incapable persons with respect to every aspect of their duties.

Administering an estate or managing the affairs of an incapable family member can be challenging. We can help make it easier.

Estate Litigation.

We are experienced with both contentious and non-contentious matters that require the input of the Ontario Superior Court.

This can include disputes over a will, power of attorney, or an estate, but can also include handling legal issues for people with mental health issues or disabilities that render them mentally incapable.

  • Wills

  • Powers of Attorney

  • Family Trusts

  • Planning for Beneficiaries with Special Needs

  • Tax Planning

  • Corporate Wills

  • Insurance Trusts

  • Succession Planning for Business Owners

  • Income Splitting

  • Asset Protection

  • Family Law Planning

  • Estate Freezes and Pipeline Transactions

  • Cross Border and Multi-Jurisdictional Estate Issues

  • Charitable Legacies

  • Probate Applications

  • Advising Executors, Trustees, and Attorneys

  • Advising Beneficiaries

  • Estate Administration where there is no Will

  • Cross-Border Issues

  • Passing of Accounts

  • Protecting Executors, Trustees, and Attorneys

  • Will Interpretation

  • Proving a Lost Will

  • Proving a Will In Solemn Form

  • Executor, Trustee, and Attorney Compensation

  • Varying Trusts

  • Asset Transfers

  • Rectifying Trusts

  • Applying for Guardianship of an Incapable Person

  • Removing Executors, Trustees, Attorneys and Guardians

  • Challenging a Will

  • Applications for Dependants’ Support

  • Passing of Accounts

  • Will Interpretation

  • Elder Abuse Claims

  • Family Law Act Claims in Estate Matters

  • Dealing with Executor, Trustee, or Attorney Misconduct

  • Capacity Litigation

  • Acting as an Estate Trustee During Litigation

  • Mediation