Members of the Wills, Trusts and Wealth Management practice provide clients with expertise on the effective transfer of wealth from one generation to the next. Our estate planning services includes a thorough review of your needs based on your own personal objectives and family values, including the preparation of customized Wills, trust planning, tax and wealth management planning, domestic contracts, business succession planning, planned giving and incapacity planning. We regularly assist our clients with estate and trust administration, including but not limited to probate applications, advising executors, administrators and beneficiaries of their rights and obligations, and the distribution of assets to beneficiaries.
We serve our clients interests in Canada and abroad by assisting with multi-jurisdictional planning for property matters and tax planning matters.
We have extensive experience involving disputes related to Wills, trusts and estate administration and matters relating to incapacity. We will provide advice and guidance to executors/administrators/trustees, beneficiaries or those individuals whose interests they believe have been excluded.
We will work with you and your wealth management team, including advisors/planners, trust companies and accountants to provide integrated solutions to preserve and transfer wealth and property for individuals, families and business clients. Our clients include individuals, business owners and their families, companies, trust companies, government agencies, and charitable and not-for profit organizations.
Our estate planning services include techniques to achieve our clients’ objectives and minimize taxes, through the preparation of wills, powers of attorney for property and personal care, trusts and charitable giving. As well, we coordinate with U.S. professional advisors when completing cross-border planning for U.S. citizens and residents and clients purchasing vacation properties in the U.S.
We advise estate trustees, estate trustees during litigation, trustees, attorneys for property and personal care and guardians with respect to their duties and responsibilities, including in respect of the assets and liabilities involved. We assist with the transfer, disposition and/or distribution of assets and all matters ancillary thereto.
We advise beneficiaries and/or family members of their rights and entitlements in estate, trust, power of attorney, and guardianship matters.
Kenneth Back LLP is fortunate to have on its Wills, Trusts & Estates team a senior specialist in Estate Litigation with wide ranging expertise in estate and trust related disputes, including with respect to the validity or interpretation of wills, capacity, undue influence, the appointment or removal of estate trustees, estate trustees during litigation, trustees or guardians, dependant support applications, spousal equalization claims, claims in trust, breaches of trust, guardianship applications, power of attorney disputes, applications for directions and advice, passings of accounts, applications to vary trusts or rectify wills, minors and the incapable.
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