Wealth Management Firms Markham

Wealth Management Firms Markham - Our Wealth Preservation & Estate Litigation Practice is able to help our numerous clients who have problems associated to their estates, as well as the creating and preserving of your wealth through estate administration, litigation and planning. Our primary responsibility is to address your concerns, which may affect the estate without your awareness.

Our lawyers are experienced in planning and litigation to help make sure that all problems are addressed cost-efficiently and quickly. They work closely with you to help assess and address all the problems that might come up to challenge your plans. Our planning litigation and planning services are based on thorough knowledge of the planning process to be able to provide a net benefit for our clients.

Our firm represents various leading charities, providing our services in the incorporation of societies, the establishment of charitable trusts and foundations, and offering suggestion in the administration of charities and non-profits.

We offer estate planning seminars for organizations, groups and companies. For family businesses, we offer business succession planning. Also offered are group discount to workers or members of the same corporation or institution.

Estate Planning

The preparation of comprehensive strategies to decrease taxes and other financial burdens on clients' estates is essential to protect beneficiaries from preventable expense and frustration. We provide help with planned giving for charitable reasons.

o Trusts

In order to enhance wealth preservation and creation, we advise institutions, businesses and individuals on distributing, creating and administering trusts. By working with various lawyers in our firm, accountants, and various business advisors to help to implement and structure trusts to help you attain your present and future requirements. Trusts are powerful, flexible tools which consist of discretionary family trusts, corporate reorganizations, estate freezes, "joint spousal" and "alter ego" trusts, non-resident trusts, asset-protection, and planning for succession needs and retirement.

o Wills Drafting

We can explore all of your alternatives in detail and carefully determine your desires, prior to preparing your will. Our level of care and attention would help to ensure security and certainty for your estate and will help to guarantee that all your desires are fulfilled.

o Estate Planning for Business Owners

Our comprehensive advice to business owners varies from estate freezes and corporate reorganizations to succession planning and shareholders agreements.

o Adult Guardianship - Incapacity Planning

For adult guardianship issues, our personal method is important for dependent adults and their families. The needs of these clients need a sensitive touch. Our work includes representing clients making applications for adult guardianship, and offering suggestion about the responsibilities of trustees and guardians. We assist with the use and preparation of Representation Agreements and health care directives.

Probate and Administration of Estates

To be able to offer for the needs of the immediate family members, conserve estate assets, and to handle all the different matters of the estate; clients require both timely and sound recommendation. We approach the role of Administrator or Executor with the commitment demanded of this responsibility.

The proper administration of an estate consists of a number of steps with which we can provide assistance. We help with locating wills; collecting, safeguarding and locating assets; preparation of papers needed to obtain Court approval of your appointment as Personal Representative; income taxes and other estate liabilities; preparation and passing of the Personal Representative's Accounts; asset distributions, like land transfers; and administrating ongoing trusts for lifetime beneficiaries or children.

Trust companies, institutions and individuals require advice in the administration of estates. To be able to offer you with service guaranteed to be well-coordinated and comprehensive, we work alongside other professionals responsible for investments, accounting, trusts, banking and insurance.

Estate Litigation

We handle challenges such as estate litigation arising from contested wills, the Wills Variation Act, trust variations, and constructive trust claims. Our Estate Litigators represent clients in every level of court, and in alternative dispute resolutions like for example mediations.

o Contested Wills and Trusts

Our lawyers are experienced in the various disputes that arise from incapacity, improper will execution, poor drafting and undue influence.

o Wills Variation

Our litigators represent claimants, beneficiaries, and estates in wills variation claims initiated by disappointed spouses or children.

o Constructive Trust Claims

Our litigators defend and prosecute estate litigation issues like unjust enrichment claims and constructive trust.

o Trustee Disputes

We represent disappointed beneficiaries, trustees and pension managers, in cases of dispute arising from the administration or investment by trustees, trustee compensation, and the passing of trustee accounts.


By providing legal counsel at mediations, or in some cases acting as a mediator, we can solve disputes connected to estate planning, incapacity, elder care or estates.

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Markham Lawyers

Markham, Ontario


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Markham provides numerous attractions to visitors and tourists, like for instance Frederick Horsman Varley Art Gallery, Heintzman House, Reesor Farm Market, Markham Heritage Estates, Cathedral of the Transfiguration, Thornhill village, Main Street Markham, Main Street Unionville, First Markham Place and Market Village, Milne Dam Conservation Park and Forsythe Farm. Main Street Unionville provides over seventy fashion boutiques and stores, heritage festivals, fine dining restaurants, outdoor summer concerts, and art galleries. Main Street Markham provides heritage and cultural festivals, pubs, restaurants, and farmers' market to tourists and locals alike. First Markham Place and Market Village is located at the corner of Kennedy Road and Steeles Avenue, and it has two shopping complexes: Market Village within Markham and the Pacific Mall...