ESTATE MATTERS, HANDLED WITH CLARITY AND CLEAR COMMUNICATION
Modern, efficient counsel for Ontario individuals and families—Ian provides Wills & POAs, estate administration, and estate dispute support—delivered with clear advice, timely execution, and responsive communication.
ESTATE PLANNING
Risk and Tax Awareness –
Owner-managed Businesses –
Trusts and Succession –
Wills and Powers of Attorney –
comprehensive planning for individuals, families and business owners, including incapacity planning.
family, testamentary and other trusts, with a focus on protecting beneficiaries and planning for business and estate succession.
alignment of corporate structures, shareholder agreements and estate plans for private company owners.
structuring with an eye to minimizing disputes and supporting tax and wealth-planning advice from your other professional advisors.
ESTATE PLANNING
Risk and Tax Awareness –
Owner-managed Businesses –
Trusts and Succession –
Wills and Powers of Attorney –
comprehensive planning for individuals, families and business owners, including incapacity planning.
family, testamentary and other trusts, with a focus on protecting beneficiaries and planning for business and estate succession.
alignment of corporate structures, shareholder agreements and estate plans for private company owners.
structuring with an eye to minimizing disputes and supporting tax and wealth-planning advice from your other professional advisors.
ESTATE PLANNING
Risk and Tax Awareness –
Owner-managed Businesses –
Trusts and Succession –
Wills and Powers of Attorney –
comprehensive planning for individuals, families and business owners, including incapacity planning.
family, testamentary and other trusts, with a focus on protecting beneficiaries and planning for business and estate succession.
alignment of corporate structures, shareholder agreements and estate plans for private company owners.
structuring with an eye to minimizing disputes and supporting tax and wealth-planning advice from your other professional advisors.
ESTATE ADMINISTRATION
Accounts and Reporting –
Estate Administration –
Trustee Support –
Probate and Certificates of Appointment –
guiding estate trustees through court applications and related documentation.
advising on duties, decision-making, estate and trust management, and communications with beneficiaries.
dealing with assets, creditors, real property, businesses and cross-border considerations where they arise.
preparation and review of estate accounts and assistance with passings of accounts, releases and distributions.
ESTATE ADMINISTRATION
Accounts and Reporting –
Estate Administration –
Trustee Support –
Probate and Certificates of Appointment –
guiding estate trustees through court applications and related documentation.
advising on duties, decision-making, estate and trust management, and communications with beneficiaries.
dealing with assets, creditors, real property, businesses and cross-border considerations where they arise.
preparation and review of estate accounts and assistance with passings of accounts, releases and distributions.
ESTATE ADMINISTRATION
Accounts and Reporting –
Estate Administration –
Trustee Support –
Probate and Certificates of Appointment –
guiding estate trustees through court applications and related documentation.
advising on duties, decision-making, estate and trust management, and communications with beneficiaries.
dealing with assets, creditors, real property, businesses and cross-border considerations where they arise.
preparation and review of estate accounts and assistance with passings of accounts, releases and distributions.
ESTATE LITIGATION
Focused Advocacy –
Trustee and Attorney Disputes –
Dependant Support and Family Claims –
Will Challenges and Defences –
capacity, undue influence, interpretation issues and rectification.
claims under the Succession Law Reform Act and related equitable remedies.
challenges to attorneys/guardians, removal or replacement of trustees and disputes over administration and accounting.
negotiation, mediation and litigation aimed at protecting clients’ interests while managing family dynamics and cost.
ESTATE LITIGATION
Focused Advocacy –
Trustee and Attorney Disputes –
Dependant Support and Family Claims –
Will Challenges and Defences –
capacity, undue influence, interpretation issues and rectification.
claims under the Succession Law Reform Act and related equitable remedies.
challenges to attorneys/guardians, removal or replacement of trustees and disputes over administration and accounting.
negotiation, mediation and litigation aimed at protecting clients’ interests while managing family dynamics and cost.
ESTATE LITIGATION
Focused Advocacy –
Trustee and Attorney Disputes –
Dependant Support and Family Claims –
Will Challenges and Defences –
capacity, undue influence, interpretation issues and rectification.
claims under the Succession Law Reform Act and related equitable remedies.
challenges to attorneys/guardians, removal or replacement of trustees and disputes over administration and accounting.
negotiation, mediation and litigation aimed at protecting clients’ interests while managing family dynamics and cost.