General Information Regarding The Wills & Estate Practice of Our Firm
We’ve all heard the old saying, “The only things that are certain are death and taxes.” We are continually reminded of both problems by the daily news, and by businesses and institutions advertising their wealth-management services.
Our wills and estates lawyers advise our business partners on all factors of estate and personal planning. Our services comprise codicils, preparation of wills, power of attorney, living wills and guardianship concerns. We work with various trust arrangements to accommodate clients’ specific needs.
Our wills and estates lawyers draw on our company’s experts on matters of family law, that often play a significant role in personal planning. Services comprise the preparation of marriage contracts and cohabitation agreements. We act as counsel in matters of divorce and separation, property division, custody, and support. We know that matters related to family law and estate law are amongst the most susceptible to litigation. Families and individuals are vulnerable and need individualized assistance with compassion to all the matters involved.
We act on behalf of clients in dependent relief and family law proceedings, will contestation and interpretation, passing of accounts, variation of trust proceedings, litigation trustees and acting as litigation guardian for minors. Due to the nature of these areas, our goal is to assist clients achieve their objectives through mediation and other alternative types of dispute resolution rather than through litigation.
Clients benefit from our knowledge in complex tax planning since we help families with their retirement planning, wealth planning, minimizing or avoiding of probate tax, as well as other taxation related to death. Presently there is an unprecedented transference of wealth taking place, both on a corporate and individual level, from one generation to another. We provide services to help family businesses in matters of succession, other corporate reorganizations, estate freezing, partnership and shareholder agreements, as well as general compensation
Other services we offer include helping clients with education savings plans, gifting programs, life insurance trusts, creditor-proofing mechanisms, immigration trusts, guardianships or trusts in concerns of disability, off-shore and domestic trust planning, and charitable giving planning.
We assist the personal representatives of the estate in the administration of the estate when death occurs. We can be appointed either by the deceased through a court appointment or will to be able to act as the directly nominated estate representative.
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