Wealth Preservation and Estate Litigation
Our Wealth Preservation & Estate Litigation Practice can help our several clients who have issues connected to their estates, as well as the preserving and creating of your wealth through estate litigation, planning and administration. Our primary responsibility is to address your concerns, which might impact the estate without your knowledge.
Our lawyers are knowledgeable in planning and litigation to help ensure that all issues are handled quickly and cost-efficiently. They work closely with you to help assess and handle all the matters that may come up to challenge your plans. Our planning litigation and planning services are based on thorough knowledge of the planning process so as to offer a net benefit for our clients.
Our firm represents a lot of leading charities, providing our services in the incorporation of societies, the establishment of charitable foundations and trusts, and providing recommendation in the administration of non-profits and charities.
For groups, companies and organizations we provide estate planning seminars and for family businesses we provide business succession planning. Group discounts to employees or members of the same institution or corporation are presented.
Estate Planning
We can prepare and create comprehensive techniques to help reduce taxes and various financial problems placed upon the estates. This is really essential to protect the beneficiaries from preventable expenses and frustration. We also can offer assistance with plans for charitable reasons.
Trusts
We advise businesses, individuals and institutions on administrating, distributing and creating trusts so as to enhance wealth preservation and creation. By working closely with accountants and other business advisors to implement and structure trusts, we help you attain your present and future needs. Trusts are flexible, powerful tools which consist of discretionary family trusts, corporate reorganizations, estate freezes, “alter ego” and “joint spousal” trusts, asset-protection, non-resident trusts, and planning for retirement and succession needs.
Wills Drafting
We can explore all of your options in detail and thoroughly determine your needs, before preparing your will. Our level of care and attention will help to ensure certainty and security for your estate and would help to guarantee that all your wishes are fulfilled.
Estate Planning for Business Owners
Our comprehensive advice to business owners ranges from corporate reorganizations and estate freezes to shareholder agreements and succession planning.
Adult Guardianship – Incapacity Planning
Our personal approach to adult guardianship problems is essential for dependent adults and their families. The special needs of these clients need a sensitive touch. Our work includes representing clients making applications for adult guardianship, and offering recommendation 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
In order to provide for the needs of the immediate family members, conserve estate assets, and to address all the different issues of the estate; clients require both sound and timely advice. We approach the role of Administrator or Executor with the commitment demanded of this responsibility.
There are several administrative steps in which we can provide proper administration of your estate. We help with locating wills; collecting, safeguarding and locating assets; preparation of papers needed to obtain 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, like land transfers; and administrating ongoing trusts for kids or lifetime beneficiaries.
Trust institutions, individuals and companies need advice in the administration of estates. To be able to offer you with service guaranteed to be comprehensive and well-coordinated, we work alongside other professionals responsible for trusts, banking, insurance, investments and accounting.
Estate Litigation
We deal with challenges like estate litigation arising from contested wills, the Wills Variation Act, trust variations, and constructive trust claims. Our Estate Litigators represent clients in every level of court, and in alternative dispute resolutions such as mediations.
Contested Wills and Trusts
Our experienced litigators act in disputes arising from incapacity, improper will execution, poor drafting and undue influence.
Wills Variation
Our litigators represent beneficiaries, estates and claimants in wills variation claims initiated by disappointed children or spouses.
Constructive Trust Claims
Our teams of lawyers could defend and prosecute in estate litigation issues such as constructive trust and unjust enrichment claims.
Trustee Disputes
In cases of dispute arising from the administration or investment by trustees, trustee compensation, and the passing of trustee accounts, we represent trustees, pension managers, and disappointed beneficiaries.
Mediation
By offering legal counsel at mediations, or in some cases acting as a mediator, we can solve disputes related to states, estate planning, incapacity, or elder care.
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