Wealth Management Firms Regina - Our Wealth Preservation & Estate Litigation Practice can help our many clients who have issues related to their estates, including the creating and preserving of your wealth through estate planning, administration and litigation. Our primary responsibility is to address your problems, that might impact the estate without your knowledge.
Our litigation and planning lawyers are skilled at different levels to ensure that matters are dealt with cost-efficiently and quickly. They work closely together to address all issues that can arise to challenge your plan. Our planning litigation and planning services are based on thorough knowledge of the planning process to be able to provide a net benefit for our clients.
In terms of its community involvement history, our company is proud to represent lots of leading charities, providing services such as the incorporation of societies, the establishment of charitable foundations and trusts, and offering administration suggestion to charities and non-profits.
We provide estate planning seminars for groups, companies and organizations. For family businesses, we offer business succession planning. Likewise available are group discount to staff or members of the same institution or corporation.
The preparation of comprehensive strategies to be able to lessen taxes and other financial burdens on clients' estates is needed to protect beneficiaries from avoidable expense and frustration. We offer assistance with planned giving for charitable reasons.
We advise institutions, businesses and individuals on administrating, distributing and creating trusts so as to enhance wealth preservation and creation. By working closely with accountants as well as other business advisors to structure and implement trusts, we help you attain your future and present needs. Trusts are powerful, flexible tools that consist of discretionary family trusts, corporate reorganizations, estate freezes, "joint spousal" and "alter ego" trusts, non-resident trusts, asset-protection, and planning for retirement and succession needs.
o Wills Drafting
Before preparing a will, we thoroughly determine your needs and explore your choices in detail. Our level of attention ensures security and certainty for your estate and guarantees that your desires are fulfilled.
o Estate Planning for Business Owners
Our comprehensive suggestion to business owners ranges from corporate reorganizations and estate freezes to succession planning and shareholders agreements.
o Adult Guardianship - Incapacity Planning
Our personal method to adult guardianship problems 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 use and preparation of Representation Agreements and health care directives.
Probate and Administration of Estates
To be able to offer for the needs of the immediate family members, conserve estate assets, and to handle all the various issues of the estate; clients need both timely and sound suggestion. 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 correct administration of your estate. We help with locating wills; locating, collecting and safeguarding assets; preparation of papers needed to acquire Court approval of your appointment as Personal Representative; income taxes and other estate liabilities; preparation and passing of the Personal Representative's Accounts; asset distributions, like land transfers; and administrating ongoing trusts for lifetime beneficiaries or children.
Many trust institutions, individuals and companies need advice in the administration of estates. We work alongside other experts in accounting, trusts, banking, insurance and investments in order to help provide you with a comprehensive and well-coordinated service.
We deal with estate litigation like for example challenges that arise form 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 such as mediations.
o Contested Wills and Trusts
Our lawyers are knowledgeable in the lots of disputes that arise from incapacity, improper will execution, poor drafting and undue influence.
o Wills Variation
Our litigators represent beneficiaries, estates and claimants in wills variation claims initiated by disappointed spouses or children.
o Constructive Trust Claims
Our litigators defend and prosecute estate litigation matters like for instance constructive trust and unjust enrichment claims.
o Trustee Disputes
In cases of dispute arising from the administration or investment by trustees, trustee compensation, and the passing of trustee accounts, we represent pension managers, disappointed beneficiaries and trustees.
We resolve disputes related 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.
Click to Download the pdf