We create planning strategies to preserve and pass on wealth. We believe in a comprehensive and integrated planning process. Our clients come to us as referrals from other professionals who share our commitment to this process.
We administer estates quickly and cost-effectively. Our office has also offered professional executor services to our clients for many years as a complement to our key focus on estate services.
We act for executors, trustees, or beneficiaries to protect their rights within an estate (or trust).
Charity and Tax Law
In Charity Law, we are proud to have also assisted many charities and donors. In the past few years, we have arranged more than $100 million of charitable gifts. In many cases, the donors of these generous gifts received significant tax benefits as well as the knowledge that their gifts will change lives.
Association with Clark Wilson LLP
Our office is associated with Clark Wilson LLP, one of British Columbia’s largest and oldest law firms. The association provides our office with the resources to assist you with your legal needs, no matter how specialized. We are also available to meet with clients at our Vancouver office.