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Client Work

Personal Estate and Wealth Planning

Reading Time 1 minute read


  • Design and implement creative, customized personal estate and wealth planning for clients to reflect the clients' wishes and achieve their goals.
  • Design and draft customized Wills and multi-jurisdictional Wills and insurance trust planning.
  • Set up and work with inter-vivos trusts (Family Trusts, Disability Trusts, Alter-Ego/Joint Partner Trusts and Bare Trusts).
  • Work with clients' US advisors in designing practical and effective solutions for US-Canada cross-border estate planning, including ownership of real property in the US.
  • Implement incapacity planning by drafting Powers of Attorney, and drafting Representation Agreements, Advanced Directives and Living Wills.
  • Draft and prepare Marriage (Prenuptial)/Cohabitation Agreements.