Wealth Management Firms Chilliwack - Our Wealth Preservation & Estate Litigation Practice assists clients with whatever issues significantly affecting the interests of an estate, including the creation and preservation of wealth through estate administration, litigation and planning. Addressing your concerns, and whatever additional problems which can impact the estate without your knowledge, is our primary responsibility.
Our lawyers are skilled in planning and litigation to help make certain that all problems are addressed quickly and cost-efficiently. They work closely with you to help assess and address all the issues which might come up to challenge your plans. Our planning advice and litigation services are based on thorough knowledge of the planning process to be able to offer a net benefit for our clients.
Our firm represents various leading charities, offering our services in the incorporation of societies, the establishment of charitable trusts and foundations, and offering advice in the administration of charities and non-profits.
For companies, organizations and groups we provide estate planning seminars and for family businesses we provide business succession planning. Group discounts to employees or members of the same institution or corporation are existing.
The preparation of comprehensive techniques to be able to reduce taxes and various financial burdens on clients' estates is needed to protect beneficiaries from avoidable frustration and expense. We provide assistance with planned giving for charitable purposes.
We advise businesses, individuals and institutions on creating, administrating, and distributing trusts in order to enhance wealth creation and preservation. By working closely with accountants as well as other business advisors to structure and implement trusts, we help you attain your future and present requirements. Trusts are powerful, flexible tools that comprise estate freezes, discretionary family trusts, corporate reorganizations, "joint spousal" and "alter ego" trusts, asset-protection, non-resident trusts, and planning for succession needs and retirement.
o Wills Drafting
Before preparing a will, we carefully determine your requirements and explore your choices in detail. Our level of attention ensures security and certainty for your estate and guarantees that your requirements are fulfilled.
o Estate Planning for Business Owners
Our comprehensive suggestion to business owners ranges from estate freezes and corporate reorganizations to succession planning and shareholders agreements.
o Adult Guardianship - Incapacity Planning
For adult guardianship problems, our personal method is important for dependent adults and their families. The requirements of these clients require a sensitive touch. Our work includes representing clients making applications for adult guardianship, and offering suggestion related to the responsibilities of trustees and guardians. We help with the use and preparation of health care directives and Representation Agreements.
Probate and Administration of Estates
Clients need sound, timely suggestion to offer for immediate needs of family members, conserve estate assets, and deal effectively with all matters of an estate. We approach the role of Administrator or Executor with the commitment demanded of this responsibility.
There are a number of administrative steps in which we can provide correct administration of your estate. We assist with locating wills; collecting, safeguarding and locating assets; preparation of documents required to get Court approval of your appointment as Personal Representative; income taxes and other estate liabilities; passing and preparation of the Personal Representative's Accounts; asset distributions, such as land transfers; and administrating ongoing trusts for children or lifetime beneficiaries.
Several trust institutions, individuals and companies need suggestion in the administration of estates. We work alongside various professionals in banking, insurance, investments, accounting, and trusts to help provide you with a comprehensive and well-coordinated service.
We handle challenges like for instance estate litigation arising from contested wills, the Wills Variation Act, constructive trust claims and trust variations. Our Estate Litigators represent clients in every level of court, and in alternative dispute resolutions like for example mediations.
o Contested Wills and Trusts
Our experienced litigators act in disputes arising from incapacity, improper will execution, poor drafting and undue influence.
o Wills Variation
For those claims that are initiated by disappointed spouses or children, our litigators prepared to represent the estates, claimants and beneficiaries in wills variation claims.
o Constructive Trust Claims
Our teams of lawyers can prosecute and defend in estate litigation issues comprising unjust enrichment claims and constructive trust.
o Trustee Disputes
In cases of dispute arising from the administration or investment by trustees, trustee compensation, and the passing of trustee accounts, we represent trustees, pension managers, and disappointed beneficiaries.
We solve disputes related to elderly care, estates, estate planning or incapacity, by providing legal counsel at mediations, and in some cases may act as a mediator, either by the parties directly or by counsel to the parties, before or after litigation is commenced.
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