Estates, trusts and wealth management

Publication June 2019

Welcome to our estates, trusts and wealth management publication series, where you will find a range of articles that address some of the most common issues and questions that arise for clients in the context of estate planning, estate and trust administration, charities law and related areas. Our articles cover numerous issues pertaining to will planning, the use of trusts, succession and governance of privately held companies, probate fee planning, powers of attorney for property, health care representation agreements, private foundations, and marriage and cohabitation agreements.

Our team prides itself on being the trusted advisors that clients and other professionals turn to when the goals are important, the issues are complex, and the relationships matter. We offer the highest level of experience and service, delivered in the most efficient and effective way possible.

Alter ego and joint partner trusts Avoiding probate fees on private company shares

Marriage and cohabitation agreements Powers of attorney for property and personal care

Should you be considering an estate freeze? Should you be thinking about your will?

The role of an executor in administering an estate Trust basics

Vatying wills under BC law


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