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Wills and Estates

Whether you are a couple with young children looking to have wills prepared for the first time, a senior considering redrafting your will in light of new additions to the family, or a successful business owner with shares in a corporation, we can help provide you with the products and services that best meet your needs.

We will assess your situation both personally and financially to determine what is required to achieve your objectives and to manage and protect your assets for your beneficiaries.  This may involve anything from the drafting of simple wills and powers of attorney, to the preparation of a secondary (or private) will to avoid probate on the value of the shares you hold in a private corporation, to setting up a Henson trust for the benefit of a disabled beneficiary.

Our services include:

  • Preparing simple wills and codicils
  • Preparing corporate (or private) wills with a view to avoiding probate taxes on certain assets
  • Preparing powers of attorney for the management of property and personal care
  • Preparing trusts including Henson trusts

If tax or insurance advice is required, we can assist you in finding the appropriate tax and insurance professionals, and we will work with those professionals to provide you with a practical yet comprehensive plan for your personal affairs.


Latest Articles

ACMO Burlington Conference – A Quick Reflection

February 9, 2018

Legal Update

By: Patricia Elia

I recently had the pleasure of participating at the ACMO Burlington Conference. My congratulations to ACMO on a well-structured and informative day. The day started with representatives from each of the Condominium Authority of Ontario (CAO) and the Condominium Management Regulatory Authority of Ontario (CMRAO) bringing everyone up-to-date on the implementation of both of these newly formed organizations. During the course of the round table discussions, I had the opportunity to discuss “Aging in Place”, which continues to be a meaningful and multidimensional discussion. We covered a gamut of topics, from shifting the paradigm around aging to managing aging assets. I was delighted with the willingness to see mobility concerns as an issue that affects all ages, and the thoughtfulness at the table around capital asset replacement that takes accessibility into design. Creative dialogues on how to inform community members of local resources also helped our analysis on how to manage risk and divert risk away from condominiums, which have a very definitive scope of responsibility under the Condominium Act, 1998.

NEWS: Kati Aubin and Richard Elia in the Fall 2017 issue of Condo Contact

January 3, 2018

The Fall 2017 issue of Condo Contact, published by the Eastern Ontario chapter of the Canadian Condominium Institute, features two articles by Kati Aubin and Richard Elia on pages 23 and 30.

The first article titled Enhancement of Director Disclosure examines the new disclosure obligations for directors that came in to effect November 1, 2017. The second article focuses on unit owner meetings and the new timelines for AGMs and requisitioned meetings and is titled Changes to the Unit Owners Meetings - New Timelines and Procedures.