Wills, Estate & Succession Planning

Practice Area

At times when your family dynamics are changing, dealing with worries about protecting your rights and the rights of your loved ones are the most important decisions you will make.

At Duboff Edwards Schachter, we provide a full range of personal and business estate planning services, delivered with integrity, understanding and professionalism.

A comprehensive Estate Plan means that, in addition to a will, a power of attorney and a personal healthcare directive, all related issues, including taxation, financial management, trust provisions, business and succession planning and real estate are taken into consideration. Trusts can be valuable tools in planning for the transfer of assets, for creditor protection and protection from unreasonable claims, for tax planning, for insurance proceeds and for charitable purposes, so it’s vitally important that these matters be dealt with competently by a team with proven expertise.

Our lawyers can also assist in the resolution of disputes involving trusts, wills and estates. We can advise on all aspects of family law relating to estates, including divorce, separation and in proceedings with respect to division of family assets. We are experienced in all aspects of personal taxation and estate planning. We counsel clients on structuring and implementing family trusts, structuring and implementing estate freeze reorganizations, planning for inter-generational wealth transfers, including foreign assets, cottage succession plans, and tax-effective will planning. In addition, we are experienced in guiding estates through the Probate Court process, if necessary, and will ensure appropriate probate planning, including possible probate avoidance.

For more information on these or other legal services, call on the firm with the reputation for service, performance and commitment.