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Wills, Trusts & Estates

Wills, Trusts, and Estates

Wills, Trusts and Estates

Team members of the Wills, Trusts and Estates department at O’Connor MacLeod Hanna LLP are proud of the professionalism and expertise that they have been providing to clients for more than four decades. We assist clients with matters that can affect each and every family in our community.

Estate and Trust Planning

Estate and trust planning is dynamic. Your situation will change over time. The Powers of Attorney and Will you should have when you are in your 20s and single are not the same as the ones you should have when you are in your 40s and married with young children, or when you are in your 70s and retired. Your Powers of Attorney and Will should be updated to take into account developments in your life. If loved ones pass away, significant relationships begin or end, new family members are born, loved ones become disabled, or your assets or obligations change, you should update your estate planning accordingly. Our extensive experience and expertise helps to protect you and your loved ones, no matter how simple or complex your planning objectives, legal obligations and circumstances are.

Our professionals also have experience helping clients with Alter Ego Trusts, Joint Spousal Trusts and Family Trusts, and would be pleased to discuss these with you.

Estate and Trust Administration

Acting as an Estate Trustee (formerly Executor or Executrix) or acting as a Trustee can be a difficult task. Our professionals will make sure that you understand your obligations and assist you with your administration of the estate or trust at issue. Our practice includes helping clients apply for Certificates of Appointment of Estate Trustee with a Will and without a Will (formerly Letters Probate or Letters of Administration).

Business Succession Planning

Working together with our colleagues at O’Connor MacLeod Hanna’s business law department and outside professionals, such as accountants, we are pleased to provide a broad range of business succession planning solutions to help you reorganize your corporation and to assist with its eventual sale or transfer to the next generation.

Charitable Giving

Are you interested in learning more about charitable giving, including possibly setting up your own private foundation? Our professionals would be pleased to help you achieve your philanthropic goals.

Estate Litigation

Working together with our colleagues at O’Connor MacLeod Hanna’s litigation department, we can assist you with navigating the complexities that can arise upon someone’s mental incapacity, such as a guardianship application, or upon someone’s death, such as challenging a Will or making a dependent’s relief application. For estate litigation matters, please contact us and we will direct your inquiry accordingly.