General Information Regarding Our Company"s Wealth Preservation and Estate Litigation Practice

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Our Wealth Preservation & Estate Litigation Practice can help our numerous clients who have problems related to their estates, as well as the creating and preserving of your wealth through estate administration, litigation and planning. Our main responsibility is to deal with your concerns, that might affect the estate without your awareness.

Our litigation and planning lawyers are knowledgeable at different levels to ensure that issues are handled cost-efficiently and quickly. They work closely together to deal with all issues that could arise to challenge your plan. Our planning advice and litigation services are based on thorough knowledge of the planning process to be able to provide a net benefit for our clients.

Our company represents a lot of leading charities, offering our services in the incorporation of societies, the establishment of charitable trusts and foundations, and providing recommendation in the administration of non-profits and charities.

For groups, companies and organizations we offer estate planning seminars and for family businesses we offer business succession planning. Group discounts to workers or members of the same corporation or institution are obtainable.

Estate Planning
We can prepare and create comprehensive techniques in order to help decrease taxes and various financial matters placed upon the estates. This is vitally required to protect the beneficiaries from preventable expenses and frustration. We also can provide help with plans for charitable purposes.

Trusts
We advise institutions, businesses and individuals on administrating, distributing and creating trusts in order to enhance wealth creation and preservation. By working closely with accountants and various business advisors to structure and implement trusts, we help you attain your present and future needs. Trusts are flexible, powerful tools which comprise corporate reorganizations, estate freezes, discretionary family trusts, "alter ego" and "joint spousal" trusts, asset-protection, non-resident trusts, and planning for succession needs and retirement.

Wills Drafting
Before preparing a will, we carefully determine your requirements and explore your options in detail. Our level of attention ensures certainty and security for your estate and guarantees that your wishes are fulfilled.

Estate Planning for Business Owners
For companies, we provide suggestion ranging on topics from corporate reorganizations, estate freezes, succession planning and to shareholders agreements.

Adult Guardianship - Incapacity Planning
Our personal approach to adult guardianship problems is important for dependent adults and their families. The special requirements of these clients require a sensitive touch. Our work consists of representing clients making applications for adult guardianship, and offering suggestion concerning 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 offer for the needs of the immediate family members, conserve estate assets, and to address all the various matters of the estate; clients require both sound and timely suggestion. We approach the role of Administrator or Executor with the commitment demanded of this responsibility.

The proper administration of an estate consists of several steps with which we can provide assistance. We assist with locating wills; collecting, safeguarding and locating assets; preparation of papers needed to get Court approval of your appointment as Personal Representative; income taxes and other estate liabilities; passing and preparation of the Personal Representative's Accounts; asset distributions, such as land transfers; and administrating ongoing trusts for lifetime beneficiaries or children.

Various trust companies, institutions, and individuals need recommendation in the administration of estates. We work alongside various experts in banking, insurance, investments, accounting, and trusts to be able to help provide you with a well-coordinated and comprehensive service.

Estate Litigation
We deal with challenges like for instance 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 like for example mediations.

Contested Wills and Trusts
Our experienced litigators act in disputes arising from incapacity, improper will execution, poor drafting and undue influence.

Wills Variation
For those claims that are initiated by disappointed children or spouses, our litigators prepared to represent the estates, claimants and beneficiaries in wills variation claims.

Constructive Trust Claims
Our litigators prosecute and defend estate litigation issues like for instance constructive trust and unjust enrichment claims.

Trustee Disputes
We represent disappointed beneficiaries, trustees and pension managers, in cases of dispute arising from the administration or investment by trustees, trustee compensation, and the passing of trustee accounts.

Mediation
We solve disputes connected to estates, estate planning, incapacity, or elder care, by offering legal counsel at mediations, and in some cases could act as a mediator, either by the parties directly or by counsel to the parties, before or after litigation is commenced.
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