Wealth Management Firms Burnaby - Our Wealth Preservation & Estate Litigation Practice can assist our several clients who have issues connected to their estates, including the preserving and creating of your wealth through estate administration, litigation and planning. Our main responsibility is to deal with your issues, that might impact the estate without your awareness.
Our litigation and planning lawyers are experienced at different levels to make sure that matters are handled cost-efficiently and quickly. They work closely together to deal with all problems that could arise to challenge your plan. Our planning advice and litigation services are based on thorough knowledge of the planning process in order to provide a net benefit for our clients.
Our company represents several 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 companies, organizations and groups we provide 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 available.
We could create and prepare comprehensive methods to help decrease taxes and various financial issues placed upon the estates. This is vitally essential to protect the beneficiaries from avoidable frustration and expenses. We also can offer assistance with plans for charitable purposes.
We advise individuals, institutions, and businesses on creating, administrating, and distributing trusts so as to enhance wealth creation and preservation. By working closely with accountants as well as other business advisors to structure and implement trusts, we help you attain your present and future requirements. Trusts are powerful, flexible tools which comprise estate freezes, discretionary family trusts, corporate reorganizations, "alter ego" and "joint spousal" trusts, asset-protection, non-resident trusts, and planning for retirement and succession needs.
o Wills Drafting
We can explore all of your options in detail and carefully determine your wishes, before preparing your will. Our level of care and attention would help to ensure certainty and security for your estate and will help to guarantee that all your wishes are fulfilled.
o Estate Planning for Business Owners
Our comprehensive recommendation to business owners ranges from corporate reorganizations and estate freezes to shareholder agreements and succession planning.
o Adult Guardianship - Incapacity Planning
Our personal method to adult guardianship issues is important for dependent adults and their families. The special requirements of these clients require a sensitive touch. Our work comprises representing clients making applications for adult guardianship, and offering suggestion regarding the responsibilities of trustees and guardians. We assist with the preparation and use of health care directives and Representation Agreements.
Probate and Administration of Estates
Clients require timely, sound advice to offer for immediate needs of family members, conserve estate assets, and deal efficiently with all matters of an estate. We approach the role of Executor or Administrator 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; locating, collecting and safeguarding assets; preparation of papers required to obtain 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, including land transfers; and administrating ongoing trusts for kids or lifetime beneficiaries.
Lots of trust institutions, individuals and companies require recommendation in the administration of estates. We work alongside other experts in investments, accounting, trusts, banking and insurance so as to help provide you with a well-coordinated and comprehensive service.
We deal with estate litigation such as challenges that 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 like for example mediations.
o Contested Wills and Trusts
Our lawyers are knowledgeable in the a lot of disputes which arise from incapacity, improper will execution, poor drafting and undue influence.
o Wills Variation
For those claims which are initiated by disappointed children or spouses, 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 issues including constructive trust and unjust enrichment claims.
o Trustee Disputes
We represent pension managers, disappointed beneficiaries and trustees, in cases of dispute arising from the administration or investment by trustees, trustee compensation, and the passing of trustee accounts.
We resolve disputes related to elderly care, estates, estate planning or incapacity, by providing legal counsel at mediations, and in some cases may act as a mediator, either by the parties directly or by counsel to the parties, before or after litigation is commenced.
Click to Download the pdf