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ESTATE PLANNING

We meet our clients’ estate planning needs with a full range of services. We draft wills, mandates in anticipation of incapacity, powers of attorney and establish trusts to ensure clients have peace of mind regarding the management of their assets. Our team also handles estate settlements, wealth transfers and all estate planning procedures, providing comprehensive support for a secure and efficient transition of family wealth.

  1. Drafting of wills

  2. Establishment and drafting of mandates in the event of incapacity

  3. Creating Powers of Attorney

  4. Formation of trusts

  5. Estate liquidation management

  6. Organization of the transfer of assets

  7. Designing Estate Planning Strategies

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Our estate planning services

Life insurance and transfer of assets

  • Life Insurance Tips: Incorporate life insurance policies into your estate strategy to cover tax obligations and ensure secure capital for your heirs.

Structuring the Will and Capacity Planning

  • Drafting of wills: Preparation of clear wills that comply with your wishes, for a smooth transfer of your assets.

  • Capacity Planning: Preparing documents such as power of attorney or protective orders to ensure your affairs are managed in the event of incapacity.

Trusts for the protection of heritage

  • Individual Trusts: Establish strong trusts to protect your assets from unexpected events, benefit from tax advantages and improve the management of your wealth.

  • Business Trusts: Creation of specific trusts to facilitate business succession, ensuring a smooth transition of responsibilities and assets.

Asset transfer and tax optimization

  • Spousal Transfer: Organization of asset transfers to reduce tax impacts, such as tax deferral, and simplify wealth management upon death.

Mandate of incapacity and complex succession

  • Incapacity mandates: Anticipate the management of your assets and your personal decisions in the event of future incapacity.

  • Business Succession and Blended Families: Assistance in complex situations, such as transferring business ownership or protecting the interests of minor children or dependent adults.

Dispute resolution and conflict prevention

  • Implementation of personalized solutions to prevent family conflicts and ensure a harmonious transition, whether in a family or professional context.

By working with us, you benefit from a tailor-made approach to meet the unique needs of your situation, thus securing the transmission of your assets and the sustainability of your legacy.

Estate Planning and Trust

A QUESTION?

Do not hesitate to contact us, we will get back to you as soon as possible.

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