Wills and Estates Planning plus an MBA

An Estate Plan is a unique reflection of the person for whom it is prepared. Some Estates may benefit from a more in-depth analysis and a greater range of Estate Planning tools. As a lawyer purely focused on Wills and Estates Law who holds an MBA, I have the strategic and financial background to help you attain your goals.

We handle Estate Planning for complex situations

Minimizing Tax Liability

Ensure your loved ones retain the greatest possible benefit from your estate. We will outline your objectives and work in concert with your financial planner, tax advisor and/or other experts and develop a comprehensive Estate Plan.

Providing for Dependents with Disabilities

If your family includes one or more individuals with disabilities, then there are special considerations to take into account, depending on the type of disability. You may have a lifelong obligation to the dependent, which will need to be reflected in your Estate Plan, or it may be challenged in court. Any assets left to such a dependent must be well planned out, so that the dependent is protected and remains eligible for government funding and subsidies.

Providing for Blended Families

Care must be taken in Estate Planning for individuals in blended families to ensure that there is no scenario where someone you care about is left out. An extended dialogue of all options and scenarios can be invaluable in helping to ensure that no one is excluded accidentally.

Developing Complex Trusts

While the federal government has been placing constraints on trusts as tax havens, they still have an important role in Estate Planning, whether it is a life trust, testamentary trust, or other vehicle.

Succession Planning for Business

If you are an entrepreneur, you know the value of your business. We want to work with you to be sure that all of that value is passed over to your loved ones, and that all necessary steps are taken now to ensure a smooth transition.

The right plan for your Estate

Be sure your Estate is in good hands by making a plan with a lawyer dedicated to Wills and Estates Planning. Book a consultation today.

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