Wills & Estates Transactions & Cases

• Dependants' relief application for widow who received only a small portion of her husband's estate

• Drafting of a US trust

• Creation of off-shore trusts in conjunction with Bahamian trustees

• Settlement of various estate issues before necessity of court application in an estate involving 11 beneficiaries and two corporations

• Creation of a family trust to hold US property for tax reasons

• Setting up family trust for family with business interests worldwide to direct some growth in the family businesses to the next generation and to assist in tax planning from a Canadian and international perspective

• Setting up offshore trusts for individuals who want some asset protection and privacy regarding their financial affairs

• Application for probate and administration of an estate with beneficiaries in a number of countries and a number of charitable bequests

• Estate planning with a couple who has just sold a business and is now engaged in trying to determine how best to give adequate funds to their children both while they are alive and through their estates, while still allowing their children to have meaningful careers

• Administration of an estate involving 12 beneficiaries, a second marriage, a death-bed will, two companies and extensive post-mortem tax planning

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