Estate Planning and Administration
Preparation of wills and powers of attorney;
Trust creation and management, including Henson Trusts for disabled beneficiaries;
Advising executors, trustees and attorneys acting under powers of attorney regarding their roles;
Personal tax planning;
Succession planning for operating...
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Real Estate
Purchase, sale and mortgage transactions;
Estate conveyances;
Preparation and review of key closing documents;
Review of required searches;
Rectification and advice regarding title issues;
Representation of clients in communications with condominium corporations, builders, title...
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Keynote Addresses
“Estate Planning for Business Owners” for the Canadian Institute of Management’s Annual General Meeting, North York, Canada, September 15, 2011;
“How to Avoid Estate Litigation” for the Canadian Institute of Financial Planners’ Annual National Conference,...
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