I have been practicing Estate Law for over 40 years. I have helped many of my clients prepare and revise their Last Will and Testaments, obtain Appointments of Estate Trustees, with or without a Will; and I’ve helped clients arrange Executor’s accounts in order to pay the outstanding debts of the Estate. I’ve helped clients collect the employment and life insurance policies of the deceased, calculate the amount owing in estate taxes, and submit the Estate Information Forms to the Minister of Finance.
I’ve helped clients prepare individualized Powers of Attorney for Personal Care and Property.
LIST OF SERVICES
- Court Applications, Including Appointment of Estate Trustee With and Without a Will
- Preparation and Submission of Estate Information Return
- Passing Accounts, Trust Variations, and Advice and Directions
- High Net Worth Estate Planning and Administration
- Complex Will Planning
- Living Trusts and Inter Vivos Trusts
- Incapacity Planning
- Financial Planning and Incapacity
- Personal Care Planning
- Submitting Estate Tax to Minister of Finance
- Special Needs Planning
- Life Insurance Planning
- Cottage Succession Planning
- Alternative Dispute Resolution
- Guardianship and Management Plans