Estate Planning

• 1 . Planning for tax minimization and tax deferral on death (details)
• 2 . Succession planning for family businesses and investment holdings (details)
• 3 . Probate tax planning (details)
• 4 . Wills (details)
• 5 . Multiple Wills (details)
• 6 . Planning with life insurance (details)
• 7 . Trusts (details)
• 8 . Planning for disabled beneficiaries (Henson trusts) (details)
• 9 . Appointment of incapacity representatives (details)
• 10 . Establishing private charitable foundations (details)
• 11 . Marriage contracts and cohabitation agreements (details)
• 12 . Tax Information for Estate Trustees (details)
• 13 . Attribution rules (details)

Trust & Estate Administration

• 1 . Securing testamentary grants (details)
• 2 . Advising estate trustees and legal counsel (details)
• 3 . Managing ongoing trusts and working with investment advisers (details)
• 4 . Preparing / reviewing trust and estate accounts (details)
• 5 . Legal opinions (details)
• 6 . Liquidating and consolidating estate assets (details)
• 7 . Trust and estate distributions and winding-up (details)

Trust, Estate and Incapacity Dispute Resolution

• 1 . Contested wills (details)
• 2 . Trust and will interpretations (details)
• 3 . Will rectifications and variations (details)
• 4 . Variations and terminations of trusts (details)
• 5 . Passing of accounts (details)
• 6 . Dependant's support and family patrimony claims (details)
• 7 . Actions to remove a trustee, executor, liquidator or incapacity representative (details)
• 8 . Quantum meruit claims (details)
• 9 . Capacity disputes (details)
• 10 . Solicitor's negligence claims (details)