Estate Planning Lawyer

Estate Planning Lawyer Toronto, Barrie & GTA

Wealth protection is critical for many individuals at some point during their lives. When you work with the estate planning lawyers at Rogerson Law Group, we dedicate the time to discuss your affairs fully, enabling us to determine your objectives as they pertain to you and your loved ones.

Our estate planning lawyers recognize that every individual client has unique concerns, whether it be tax savings (for the estate and potential beneficiaries), 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 wealth protection issues and providing strategic and effective estate planning advice.

More than just a will

It’s important to understand that estate planning goes beyond making a will. Estate planning involves getting clear on your unique needs and the needs of your loved ones, and determining how your want your money and assets to be handled in the future.

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

We provide dedicated wills, probate and administration services, and as well as estate litigation expertise.

Small and personalized team of Estate Planning Lawyers

Our estate litigation team is comprised of a small group of experienced lawyers who pride themselves on providing a highly personalized approach to meeting clients’ needs. We frequently draw upon the expertise of multiple team members to provide an expert and tailored approach, with our estate litigation team co-ordinating closely with our wills, probate, and administration team.

Many of our clients have intricate and sometimes extremely complex financial arrangements, frequently involving cross-border accounts and assets. They require discreet but expert advice on achieving their objectives.

Other clients have relatively simple estates and require help with reorganising their financial matters to best achieve their goals. No matter your needs, our team is ready to help.

Drafting onshore and offshore Trusts

An effective trust is critical in a range of circumstances including:

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

Estate Planning Lawyers for Businesses

Our clients are frequently in business, whether in partnerships or as company directors and/or shareholders. Our team provides business clients with the expert succession planning advice they need to best protect their business interests now and 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 clients’ 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 priorities.

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

Powers of Attorney

Quite often our estate planning lawyers advise our clients to have a power of attorney in place. A power of attorney is a legal document giving someone you trust the legal authority to act on your behalf. Decisions a power of attorney might make include looking after financial affairs or property and making decisions relating to your health and personal care if you’re unable to do so.

In Ontario there are three types of power of attorney, 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. Our goal is to help you avoid this situation.

Mental Capacity

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

Toronto Estate Planning Lawyers

Our team is anchored by Toronto Estate lawyers, Andrew Rogerson is experienced in estate planning and asset protection.

Futher Reading

  1. The Trust Advantage
  2. The Trust Concept
  3. Trusts-Asset Protection and Bankruptcy Law

Talk to an Estate Planning Lawyer

Contact us now - Call (416) 504 2259

We provide legal services in the entire Greater Toronto area including Toronto, Scarborough, Mississauga, Vaughan, Brampton, Richmond Hill, Etobicoke, Hamilton, Sudbury, North Bay and Barrie with offices located in Downtown Toronto and Barrie.