Estates
The work of the Ross & McBride Estate and Trust Practice Group encompasses all aspects of Estate Planning, Estate Administration and Estate Litigation including:
Estate Planning
- complete estate plans, including wills of various degrees of complexity
- business succession planning, including corporate reorganizations, estate freezes, asset and share sales and shareholder agreements
- probate tax avoidance strategies such as multiple wills and alter-ego and joint partner trusts
- wealth preservation techniques such as family trusts, gifting programs, estate freezes and insurance trusts
- charitable trusts and foundations
- special needs trusts designed to protect the elderly and the disabled
- special purpose trusts, such as spousal trusts and cottage trusts
- powers of attorney for personal care and advance health care directives
- powers of attorney for property
- international estate planning
Estate Administration
- assistance to estate trustees in all aspects of estate administration including probate proceedings, estate accounting, distribution and wind-up
- legal advice to estate trustees
Estate Litigation
- representation of executors and beneficiaries in disputed estate matters
- representation of trustees and attorneys under power of attorneys in disputes
- mediation of estate disputes
- conduct of guardianship of person and property proceedings
- will challenges and will interpretation litigation
- claims against estates by spouses and dependants
- removal or replacement of trustee proceedings
- court passings of accounts in estates, trusts and guardianship matters