Personal Estate Planning

Creating appropriate plans in accordance with your priorities. 

Richards Buell Sutton LLP's Personal Estate Planning group has extensive experience with helping prepare your estate for a smooth transfer of assets during your lifetime or after death, as well as planning for incapacity.  Our team creates effective, personalized, tax-efficient plans using a wide range of legal tools, including trusts and specialized corporate structures. Our plans are designed to ensure that you have the option to retain control and that your assets ultimately go to the persons you choose. Every plan has built-in flexibility to allow you to respond to future changes in your personal needs, tax status and family relationships.  As part of our personal service, our lawyers are familiar with planning for the protection of child and/or a disabled family member or relative.   

What We Do

Our Personal Estate team assists individuals and their families with the full range of estate planning and income flow issues including:

  • Asset protection
  • Preparation for retirement and transfer of assets after retirement
  • Wills and testamentary trusts
  • Family trusts, alter ego trusts, and joint partner trusts 
  • Powers of attorney and representation agreements
  • Probate fee planning
  • Marriage and cohabitation agreements
  • Planning for children or disabled beneficiaries
  • Appointment of incapactiy representatives

What You Can Expect From Us

We take the necessary time to fully understand your situation and your desired end result.  Our lawyers work closely with your investment, insurance, and tax advisors, and your existing legal advisors to preserve and support your existing relationships.  The firm also takes great care to ensure that all client information remains strictly confidential.

We understand that our clients’ priorities are focused on arranging their personal assets to protect the interests of their loved ones and to secure an orderly succession of their affairs.  Our lawyers are experienced at reviewing all the relevant variables and creating appropriate plans to minimize unfavourable tax consequences and avoid potential disputes with respect to probate or challenges to wills and estates plans.

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