Estate Planning Lawyer

Wealth protection is critical for most individuals at some point during their lives. The estate planning lawyers at Rogerson Law Group dedicate the time to discuss clients’ affairs fully with them, to enable us to determine clients’ objectives for both them and their loved ones.

Our lawyers recognise that each client’s concerns are unique to them, whether this relates to saving the estate and potential beneficiaries tax; potential implications of separation, divorce or death; overseas assets; or the desire to provide regular financial assistance to a loved one. We have years of experience advising clients on their wealth protection issues and providing strategic and effective estate planning advice.

It’s important to understand that estate planning is about far more than making a will. Estate planning is about your unique needs, the needs of your loved ones and what you want to happen to your money and assets in future.

Understanding our clients’ goals is critical to providing them with the best possible service.

We also offer a dedicated wills, probate and administration service, and estate litigation expertise.

Small and personal

Our estate litigation team is a small team that prides itself on a highly personal approach to clients’ needs. We frequently draw upon the expertise of multiple team members to provide an expert and tailored approach to meeting our clients’ needs, with our estate litigation team co-ordinating closely with our wills, probate and administration team.

Whatever the size and value of our clients’ assets – we provide dedicated, expert advice on how they can best achieve what they want to happen with their existing assets in the future. Many of our clients have intricate and sometimes extremely complex financial arrangements, frequently involving cross border accounts and assets. They require discreet but expert, practical advice on achieving their objectives.

Other clients have relatively simple estates and require help with reorganising their financial matters to best achieve their goals. Our service includes:

Creating trusts

We draft onshore and offshore trusts. An effective trust is critical in a range of circumstances including:

  • Freezing assets and estates
  • Asset protection
  • To benefit minors and disabled family members
  • To benefit a particular class of beneficiary
  • Immigration and tax

Estate Planning for Businesses

Our clients are frequently in business – whether in partnerships or as company directors/shareholders. The team provides business clients with the expert succession planning advice they need to best protect their business interests – taking into account what may happen in the future. Where appropriate, we work alongside clients’ accountants and insurance professionals on tax, valuation and liquidity issues to ensure we fully appreciate our client’s financial circumstances before we advise them and draft the appropriate legal documentation.

Our estate planning for business clients includes:

  • Drafting Shareholder Agreements
  • Partnership Agreements and
  • Other legal agreements (for instance, setting out what will happen on the death, disability or retirement of one of the partners or shareholders)

Tax implications
Tax planning is a critical aspect of estate planning.

Once our experts have the full picture of a client’s assets – we advise on the most tax efficient way to structure their property and finances. Minimizing our clients’ tax burden is one of our chief aims.

We frequently work alongside our clients’ accountants and insurance advisers, and other professionals, to ensure we have full appreciation of each client’s circumstances and can provide the best service possible.

Powers of Attorney
When advising clients on estate planning, we frequently advise clients to have a Power of Attorney in place. A Power of Attorney is a legal document giving someone else the legal authority to act on your behalf. It means you can choose someone you trust to make decisions on your behalf, such as looking after your financial affairs or property; or making decisions relating to your health and personal care (for instance, if you were to have an accident or suffer illness in future).

There are three types of Power of Attorney in Ontario, and we will advise you on which will best protect your interests, reflecting your unique circumstance and needs. If you don’t have one in place, the Government can step in and appoint someone to make decisions on your behalf. We will help you avoid this.

Where you have any concerns about your mental capacity or that of a loved one, we can provide sympathetic but expert advice on estate planning, and the potential implications of lack of capacity.

The Team
Our team is anchored by by Andrew Rogerson and Joseph Gyverson, both experienced in estate planning and asset protection.

Let us help you
Contact us now for expert, strategic estate planning advice. Our estate planning lawyers can help you with your estate planning needs in the entire GTA including Toronto, Scarborough, Mississauga, Vaughan, Brampton, Richmond Hill, Etobicoke, Barrie and other areas with offices located in downtown Toronto, Barrie, and associated offices in Ottawa.

Useful reading
For further information on Trusts and how they can help you:
The Trust Advantage, The Trust Concept and Trusts-Asset Protection and Bankruptcy Law