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Senior Lawyers
Michael David
Richard Touchette
Areas of Practice
Corporate / Commercial
Mergers & Acquisitions
Estate Planning
Real Estate
Employment
Matrimonial
Commercial & Civil Litigation
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Estate Planning, Settlement and Administration of Estates  

 

We advise clients, and in case of their death, we advise the Liquidators, Executors, Trustees, and Beneficiaries on estate and tax planning.  

 

Our administration of estates often includes a wide range of services depending on the testatorís instructions in his will.  

 

We are often named by the testator to act as Liquidators, Executors and Trustees and to administer the settlement of the estate.  On the other hand, as well, we are often mandated by the Liquidators, Executors or Trustees to actively settle and administer the Estate on their behalf and report to them on a timely basis.    

 

Our services include working with accountants and providing paralegal assistance which permits us to effectively gather information on the assets and liabilities of an estate, probate the will, apply for grants of probate, realize assets, prepare accounts, distribute assets to beneficiaries when government releases are obtained, make all necessary filings with the Canada Customs and Revenue Agency and obtain appropriate government releases.

 

Below is a representative list of legal services we provide in this area:

  • Estate Planning and Management
  • Mandates in the case of physical or mental incapacity
  • Outright and Trust Wills
  • Settlement of Estates and Probate of Wills
  • Estate and Trust Administration 
  • Business Succession Issues and protection of family, partners and other shareholders
  • Trust Deeds
  • Shareholder Agreements
  • Asset Transfers
  • Conservation of Capital

 

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