Wealth Management Firms Prince George - Our Wealth Preservation & Estate Litigation Practice can assist our numerous clients who have issues related to their estates, as well as the preserving and creating of your wealth through estate planning, administration and litigation. Our main responsibility is to deal with your concerns, that can impact the estate without your knowledge.
Our litigation and planning lawyers are experienced at different levels to make sure that matters are dealt with quickly and cost-efficiently. They work closely together to address all matters which could arise to challenge your plan. Our planning litigation and planning services are based on thorough knowledge of the planning process to be able to offer a net benefit for our clients.
In terms of its community involvement history, our company is proud to represent various leading charities, providing services like for instance the incorporation of societies, the establishment of charitable foundations and trusts, and offering administration recommendation to non-profits and charities.
We provide estate planning seminars for companies, organizations and groups. For family businesses, we provide business succession planning. Also obtainable are group discount to staff or members of the same institution or corporation.
We can prepare and create comprehensive techniques to be able to help reduce taxes and various financial matters placed upon the estates. This is vitally needed to protect the beneficiaries from preventable frustration and expenses. We likewise can offer assistance with plans for charitable reasons.
To be able to enhance wealth preservation and creation, we advise institutions, businesses and individuals on distributing, creating and administering trusts. By working with various lawyers in our company, accountants, and various business advisors to help to implement and structure trusts to help you attain your present and future requirements. Trusts are powerful, flexible tools which consist of discretionary family trusts, corporate reorganizations, estate freezes, "joint spousal" and "alter ego" trusts, asset-protection, non-resident trusts, and planning for succession needs and retirement.
o Wills Drafting
Before preparing a will, we thoroughly determine your requirements and explore your options in detail. Our level of attention ensures certainty and security for your estate and guarantees that your requirements are fulfilled.
o Estate Planning for Business Owners
Our comprehensive advice to business owners ranges from corporate reorganizations and estate freezes to shareholder agreements and succession planning.
o Adult Guardianship - Incapacity Planning
For adult guardianship issues, our personal method is vital for dependent adults and their families. The requirements of these clients need a sensitive touch. Our work consists of representing clients making applications for adult guardianship, and providing advice about 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 be able to offer for the requirements of the immediate family members, conserve estate assets, and to address all the various issues of the estate; clients need both sound and timely advice. We approach the role of Administrator or Executor with the commitment demanded of this responsibility.
There are a number of 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 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, including land transfers; and administrating ongoing trusts for children or lifetime beneficiaries.
Trust individuals, companies and institutions need suggestion in the administration of estates. To provide you with service guaranteed to be well-coordinated and comprehensive, we work alongside other professionals responsible for insurance, investments, accounting, trusts and banking.
We handle 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 like for instance mediations.
o Contested Wills and Trusts
Our lawyers are experienced in the various disputes which arise from improper will execution, poor drafting, undue influence, and incapacity.
o Wills Variation
Our litigators represent estates, claimants and beneficiaries in wills variation claims initiated by disappointed children or spouses.
o Constructive Trust Claims
Our teams of lawyers could prosecute and defend in estate litigation issues including unjust enrichment claims and constructive trust.
o Trustee Disputes
We represent trustees, pension managers, and disappointed beneficiaries, in cases of dispute arising from the administration or investment by trustees, trustee compensation, and the passing of trustee accounts.
We solve disputes connected to estate planning, incapacity, elderly care or estate, by providing legal counsel at mediations, and in some cases might 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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