Wealth Preservation

Every plan has built-in flexibility to allow you to respond to future changes in your personal needs, tax status and family relationships. 

Richards Buell Sutton LLP lawyers deal with the full range of issues (from planning to dispute resolution) associated with personal income flows. RBS serves financial and insurance planners, business owners, professionals and their corporations, family businesses, executors and trustees, and individuals involved in family law disputes as well as clients facing estate litigation.

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.

RBS lawyers also assist clients who are facing the breakdown of a marriage or common law relationship to understand their options and plan for the best possible outcome. Similarly, we help clients entering new family relationships to understand the potential financial impact and how best to protect pre-existing obligations and commitments.

What We Do

Our group 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
  • Trusts
  • Powers of attorney and representation agreements

Richards Buell Sutton LLP also offers complete succession planning services to you and your parents or children. These services include:

  • Estate freezes and planning for capital gains liability
  • Business succession planning - control and equity allocation among family members
  • The preparation of powers of attorney, health care directives, and representation agreements
  • Establishing appropriate family trusts
  • Wills, testamentary trusts and disability trusts
  • Alter ego and joint partner trusts
  • Probate fee planning

In addition, our Wealth Preservation Group provides a full range of cost-effective services to trustees, executors, and administrators relating to the administration of estates and trusts.

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 handle business succession, minimize unfavourable tax consequences and avoid potential disputes with respect to probate or challenges to wills and estates plans.

Our team includes members devoted to helping clients with family law and estate litigation ranging from assessing how the laws affects a specific situation to explaining both the likely outcome and costs of options available for resolving issues or disputes.

Should a dispute arise in the context of any services we provide, the Wealth Preservation Group is supported by a team of experienced dispute resolution professionals with proven skills in solving wealth-planning related disputes. Through negotiation, mediation, and where necessary, court litigation, we help our clients reach timely and cost-effective solutions, with an eye to preserving important relationships.

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