Business & Commercial

Estate Planning

We work in a compassionate, attentive, and cost-effective manner to help individuals, families, business owners, and non-profit organizations protect and preserve the assets they have acquired and businesses they have built. 

In this sensitive legal area, we also tailor our approach to assist surviving family members with administrating estates and trusts, including admitting wills to probate, dealing with creditors, minimizing estate and/or trust income tax, and transferring probate and nonprobate assets.

We have extensive experience in cross-border estate planning relating to determining potential U.S. estate tax exposure and recommending tax minimizing strategies for Canadians who are dual nationals and/or who own U.S. real estate and stock in U.S. companies.  Several of our attorneys are Foreign Legal Consultants in Ontario. 

Finally, we have the knowledge, skills and experience to confidently litigate estate matters and protect estates, their fiduciaries and beneficiaries.

Estate plans, simple or complex, may include:

  • Living trusts
  • Wills
  • Powers of attorney
  • Health care proxies
  • Life insurance trusts
  • Planning to avoid probate
  • Supplemental needs trusts

PRACTICE CONTACTS: David H. AlexanderCarolyn L. DeVaughn
Jeffrey A. Human | Nicholas J. Ingrassia | John F. LeoneKatherine M. Liebner
Scott M. PhilbinJonathan D. Schechter