Estate Planning

Our Estate Planning Group provides advice to our clients in all aspects of estate planning to ensure that our clients’ objectives are accomplished in an efficient and tax-effective manner, as well as minimizing creditor risk and protecting their privacy.  The Estate Planning Group works closely with our Tax Group to ensure that our clients receive complete advice for the preservation and transition of their assets.

Key Service Areas

  • Preparation of Wills
  • Preparation of various trusts, including alter-ego trusts, joint partner trusts, life insurance trusts and family trusts
  • Estate freezing and succession planning
  • Post-mortem tax planning
  • Estate and trust administration
  • Preparation of powers of attorney and personal care directives