Wealth Management Firms Mississauga - Our Wealth Preservation & Estate Litigation Practice is able to assist our several clients who have issues associated to their estates, including the preserving and creating of your wealth through estate planning, administration and litigation. Our main responsibility is to address your issues, that may affect the estate without your knowledge.
Our lawyers are experienced in planning and litigation to help make certain that all matters are handled cost-efficiently and quickly. They work closely with you to help assess and handle all the problems that may come up to challenge your plans. Our planning advice and litigation services are based on thorough knowledge of the planning process so as to provide a net benefit for our clients.
Our company represents numerous leading charities, offering our services in the incorporation of societies, the establishment of charitable trusts and foundations, and providing advice in the administration of charities and non-profits.
For groups, companies and organizations we offer estate planning seminars and for family businesses we offer business succession planning. Group discounts to employees or members of the same corporation or institution are existing.
The preparation of comprehensive methods to reduce taxes and other financial burdens on clients' estates is required to protect beneficiaries from avoidable frustration and expense. We offer help with planned giving for charitable reasons.
To enhance wealth creation and preservation, we advise institutions, businesses and individuals on administering, distributing and creating trusts. By working with several lawyers in our firm, accountants, and various business advisors to help to structure and implement trusts to help you attain your future and present needs. Trusts are powerful, flexible tools which consist of estate freezes, discretionary family trusts, corporate reorganizations, "joint spousal" and "alter ego" trusts, asset-protection, non-resident trusts, and planning for succession needs and retirement.
o Wills Drafting
We can explore all of your choices in detail and carefully determine your requirements, prior to preparing your will. Our level of attention and care will help to ensure certainty and security for your estate and will help to guarantee that all your desires are fulfilled.
o Estate Planning for Business Owners
Our comprehensive recommendation to business owners varies from corporate reorganizations and estate freezes to shareholder agreements and succession planning.
o Adult Guardianship - Incapacity Planning
For adult guardianship matters, our personal method is important for dependent adults and their families. The needs of these clients require a sensitive touch. Our work consists of representing clients making applications for adult guardianship, and offering advice related to the responsibilities of guardians and trustees. We help with the preparation and use of Representation Agreements and health care directives.
Probate and Administration of Estates
To be able to offer for the needs of the immediate family members, conserve estate assets, and to address all the different aspects of the estate; clients need both sound and timely recommendation. We approach the role of Administrator or Executor with the commitment demanded of this responsibility.
There are a number of administrative steps in which we can provide right administration of your estate. We help with locating wills; locating, collecting and safeguarding assets; preparation of documents needed to acquire Court approval of your appointment as Personal Representative; income taxes and other estate liabilities; preparation and passing of the Personal Representative's Accounts; asset distributions, including land transfers; and administrating ongoing trusts for children or lifetime beneficiaries.
Trust companies, institutions and individuals require suggestion in the administration of estates. To be able to provide you with service guaranteed to be well-coordinated and comprehensive, we work alongside other professionals responsible for banking, insurance, investments, accounting, and trusts.
We deal with estate litigation such as challenges which arise form contested wills, the Wills Variation Act, constructive trust claims and trust variations. Our Estate Litigators represent clients in every level of court, and in alternative dispute resolutions such as mediations.
o Contested Wills and Trusts
Our lawyers are knowledgeable in the many disputes that arise from poor drafting, undue influence, incapacity and improper will execution.
o Wills Variation
For those claims that are initiated by disappointed spouses or children, our litigators prepared to represent the beneficiaries, estates and claimants in wills variation claims.
o Constructive Trust Claims
Our teams of lawyers can defend and prosecute in estate litigation matters such as unjust enrichment claims and constructive trust.
o Trustee Disputes
We represent trustees, pension managers, and disappointed beneficiaries, in cases of dispute arising from the administration or investment by trustees, trustee compensation, and the passing of trustee accounts.
By offering legal counsel at mediations, or in some cases acting as a mediator, we can resolve disputes associated to incapacity, elder care, estates or estate planning.
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