Estate Planning

Estate Planning

Everyone should have a properly structured will to ensure that when you die, those you wish to benefit from your estate are sufficiently provided for – with minimal disruption.  But estate planning is far more than having a will in place.

Estate planning is about what you have in the present. And what you want to happen in the future.

Our specialist Estate Planning lawyers understand the importance of Estate Planning in people’s lives and their unique circumstances.  We also advise on Trusts, Shareholder Agreements and Partnership Agreements.  An important aspect of estate planning is tax planning – minimizing the tax you and your estate are liable to pay in life – and after your death.

Our Estate Planning Lawyers work for:

Wills drafting

  • Trusts
  • Shareholder agreements
  • Partnership agreements
  • Advising on taxation issues

Wills and estates

No matter what size your estate is or what business interests you have (if any), we will advise you on the best way to ensure your wishes are fulfilled on your death and draft the necessary legal documents to achieve this. We provide estate planning services in Toronto, Barrie and entire GTA.

Our team, led by Andrew Rogerson who has significant experience in estate planning and asset protection, undertakes work ranging from simple wills to highly complex estates.  In complex matters, we bring our significant experience in tax and liquidity issues to help our clients protect their estates and achieve their aims.  Andrew is assisted by Joseph Gyverson and Arash Jazayeri.

The firm regularly works in partnership with its clients’ accountants and insurance advisers to ensure we have full appreciation of each client’s circumstances.  This means we can provide our clients with the best possible advice – and provide the legal protection they need.

Trusts

Onshore and offshore trust drafting is a central part of our practice.  Trusts, when effectively drawn up, are critical in many situations including:

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

For further information on Trusts and how they can assist, our articles will help:
The Trust AdvantageThe Trust Concept and Trusts-Asset Protection and Bankruptcy Law

Business Estate Planning

Many of our clients are business partners and shareholders. We draft Shareholder Agreements, Partnership Agreements and other legal agreements for our business clients which state what will occur on the death, disability or retirement of one of the partners or shareholders.

We also work closely with our clients’ accountants and insurance professionals on tax, valuation and liquidity issues to ensure we have full appreciation of each client’s circumstances before we draft the appropriate legal documentation.

How can we help?

Contact us as soon as you can if you do not yet have a will. 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 North York and Ottawa.

Whether you have personal or business issues and need dedicated Estate Planning issues for which you need legal advice, contact us now and we will provide prompt, strategic help and advice built on years of experience.