Wealth Management / Wills and Estates

Our clients often express concern about the legal consequences of serious illness or death and how their family members might be affected. In combination with tax planning, every individual should consider executing such important documents as a will, a power of attorney, a mandate in case of incapacity, as well as a "living will" to address decisions on medical care. This sort of planning is especially critical for the owners and other principals of businesses. We advise individuals on the content of these documents and draft them accordingly. We also advise on any questions relating to post mortem planning.

A carefully considered and prepared will is also of great help and importance to an executor of liquidator faced with the task of administering and settling an estate or a trust set up under its terms. We can draw on our long experience in these situations to offer sound advice and help to liquidators and trustees in carrying out their duties and responsibilities.

We are also involved in matters relating to trust and charities. Should you wish to know more about assets protection, charitable trusts and others, our team is here to advise you and, if need be, to represent you.

To conclude, we have developed over the years, an expertise in supervision regimes, such as curatorship, tutorship or mandate in case of incapacity. Should you encounter a problem during the course of an administration, whether dealing with a tutorship or a curatorship, or should you wish to petition the court to obtain the homologation of a mandate, do not hesitate to contact us.

The members of our Wealth Management/Wills and Estates section are:

• Jean Delage
• Michael C. Martin
• Campbell J. Stuart