Wealth Management Firms Belleville

Wealth Management Firms Belleville - Our Wealth Preservation & Estate Litigation Practice can assist our numerous clients who have problems associated to their estates, including the preserving and creating of your wealth through estate litigation, planning and administration. Our main responsibility is to deal with your concerns, which might impact the estate without your knowledge.

Our lawyers are knowledgeable in litigation and planning to help ensure that all matters are addressed quickly and cost-efficiently. They work closely with you to help evaluate and address all the issues that might come up to challenge your plans. Our planning advice and litigation services are based on thorough knowledge of the planning process so as to provide a net benefit for our clients.

Our firm represents lots of leading charities, providing our services in the incorporation of societies, the establishment of charitable trusts and foundations, and offering recommendation in the administration of non-profits and charities.

We provide estate planning seminars for groups, companies and organizations. For family businesses, we provide business succession planning. Likewise existing are group discount to employees or members of the same corporation or institution.

Estate Planning

We could prepare and create comprehensive techniques to be able to help lessen taxes and other financial problems placed upon the estates. This is really necessary to protect the beneficiaries from preventable frustration and expenses. We likewise can offer help with plans for charitable reasons.

o Trusts

To be able to enhance wealth creation and preservation, we advise individuals, institutions, and businesses on administering, distributing and creating trusts. By working with several lawyers in our company, accountants, and various business advisors to help to structure and implement trusts to help you attain your present and future needs. Trusts are powerful, flexible tools that include corporate reorganizations, estate freezes, discretionary family trusts, "alter ego" and "joint spousal" trusts, non-resident trusts, asset-protection, and planning for retirement and succession needs.

o Wills Drafting

We can explore all of your choices in detail and thoroughly determine your wishes, before preparing your will. Our level of attention and care will help to ensure security and certainty for your estate and will help to guarantee that all your requirements are fulfilled.

o Estate Planning for Business Owners

Our comprehensive suggestion to business owners varies from corporate reorganizations and estate freezes to shareholder agreements and succession planning.

o Adult Guardianship - Incapacity Planning

Our personal approach to adult guardianship problems is vital for dependent adults and their families. The special needs of these clients need a sensitive touch. Our work consists of representing clients making applications for adult guardianship, and offering advice related to the responsibilities of trustees and guardians. We assist with the use and preparation of health care directives and Representation Agreements.

Probate and Administration of Estates

To be able to offer for the requirements of the immediate family members, conserve estate assets, and to handle all the various issues of the estate; clients need both sound and timely suggestion. We approach the role of Administrator or Executor with the commitment demanded of this responsibility.

The proper administration of an estate consists of several steps with which we can provide assistance. We assist with locating wills; locating, collecting and safeguarding assets; preparation of papers needed to get Court approval of your appointment as Personal Representative; income taxes and various estate liabilities; passing and preparation of the Personal Representative's Accounts; asset distributions, such as land transfers; and administrating ongoing trusts for kids or lifetime beneficiaries.

Various trust institutions, individuals and companies need recommendation in the administration of estates. We work alongside other professionals in trusts, banking, insurance, investments and accounting in order to help provide you with a comprehensive and well-coordinated service.

Estate Litigation

We handle estate litigation like for instance challenges that arise form contested wills, the Wills Variation Act, constructive trust claims and trust variations. Our Estate Litigators represent clients in every level of court, and in alternative dispute resolutions like mediations.

o Contested Wills and Trusts

Our knowledgeable litigators act in disputes arising from undue influence, incapacity, improper will execution and poor drafting.

o Wills Variation

For those claims that are initiated by disappointed children or spouses, our litigators prepared to represent the claimants, beneficiaries, and estates in wills variation claims.

o Constructive Trust Claims

Our teams of lawyers can defend and prosecute in estate litigation matters including constructive trust and unjust enrichment claims.

o Trustee Disputes

In cases of dispute arising from the administration or investment by trustees, trustee compensation, and the passing of trustee accounts, we represent pension managers, disappointed beneficiaries and trustees.


We solve disputes associated to incapacity, elderly care, estate or estate planning, by providing legal counsel at mediations, and in some cases could act as a mediator, either by the parties directly or by counsel to the parties, before or after litigation is commenced.

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Belleville Lawyers

Belleville, Ontario


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