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Some of the services we provide
include:
- planning
for future asset transfers to your children and others through
wills, trusts, inter vivos asset transfers, and other forms
of asset transfer
- providing
advice on charitable giving and other estate planning techniques
to minimize income tax consequences
- providing
expertise on future control and distribution of assets through
trusts of various types, including:
- discretionary
trusts (trusts which protect the rights of children
or people with disabilities)
- non-discretionary
trusts (trusts for people with disabilities who can
manage their own affairs)
- intervivos
or living trusts (trusts set up while you are still
alive), including revocable living trusts
- spousal
trusts (trusts you share with your husband, wife, or
common-law partner)
- alter-ego
trusts (trusts for yourself to limit tax liability)
- spend-thrift
trusts (trusts which control excess spending)
- testamentary
trusts (trusts which come into affect through your will)
- others.
- planning
for future incapacity using tools such as enduring Powers
of Attorney and Representation Agreements
- assisting
with current incapacity issues through court appointed decision-makers
- private "committeeship" applications
- assisting
with estate administration, including getting wills probated,
and applying for "Letters of Administration" when
someone dies without a will
- challenging
wills and trusts through the Wills Variation Act, the Trustee
Act, and other laws
- providing
advice to Executors/Executrixes, Trustees, and Representatives
on their roles and obligations, and on getting proper remuneration
for their services.
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Persons with Disabilities
We take special pride in our knowledge and experience in estate
planning when a person with a disability is involved. Click
here for more info.
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