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WILLS, ESTATES & TRUSTS

Our goal is to help our clients arrange their personal and business affairs in the most efficient and advantageous manner possible.

We work closely with our clients and their other professional advisors to develop a customized estate plan. We use vehicles like tax-planned trusts and wills to accomplish our client's personal objectives while minimizing adverse tax consequences, including the reduction of probate taxes. We are experienced in the complex issues relating to business succession planning and ongoing wealth transfer. In this way, our clients are better prepared to deal with aging, illness, incapacity and death.

Upon incapacity or death, we represent and advise Estate Trustees, beneficiaries, heirs, surviving spouses and other family members. We have unique expertise advising families with disabled beneficiaries. When disputes arise in the administration of an Estate, we provide experienced counsel to assist in their resolution, whether by litigation or other dispute resolution mechanisms.


AREAS OF OUR WILLS, ESTATES & TRUSTS PRACTICE INCLUDE:

  • Estate Administration
  • Family or Discretionary Trusts
  • Succession Plans
  • Trusts for Disabled Beneficiaries
  • Estate Litigation
  • Powers of Attorney
  • Tax Planning
  • Wills

CONNECT TO MEMBERS OF THE WILLS, ESTATES & TRUST PRACTICE:

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Anne Kennedy

Deputy Managing Partner

 - Phone 905.273.3022 Ext. 204
 - Email akennedy@pallettvalo.com
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Cecile Ko Brock

Lawyer

 - Phone 905.273.3022 Ext. 213
 - Email ckobrock@pallettvalo.com
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Craig Ross

Partner

 - Phone 905.273.3022 Ext. 231
 - Email cross@pallettvalo.com
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Krystyne Rusek

Lawyer

 - Phone 905.273.3022 Ext. 312
 - Email krusek@pallettvalo.com
 - Virtual Contact Card Download

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David H. Shlagbaum

Senior Counsel

 - Phone 905.273.3022 Ext. 264
 - Email dshlagbaum@pallettvalo.com
 - Virtual Contact Card Download

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Nozomi (Zoe) Smith

Lawyer

 - Phone 905.273.3022 Ext. 258
 - Email zsmith@pallettvalo.com
 - Virtual Contact Card Download

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Lisa C. Sticht-Maksymec

Lawyer

 - Phone 905.273.3022 Ext. 248
 - Email lsticht-maksymec@pallettvalo.com
 - Virtual Contact Card Download

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