Wealth Management

Primary Contact

With a focus on wealth preservation, we have significant experience with every aspect of estate planning and estate administration, including:

  • Drafting of wills, inter vivos trusts, powers of attorney, health-care directives and representation agreements
  • Creating trusts, inclusive of family trusts, joint spousal trusts and testamentary trusts
  • Advising on corporate transactions related to implementing estate freezes, income splits, tax preferred rollovers and buy-sell agreements
  • Preparing prenuptial, post-nuptial and cohabitation agreements
  • Advising personal representatives and beneficiaries with respect to probate matters and the ongoing administration of estates and trusts