The lawyers in Wills, Estates and Trusts Practice understand the personal and sensitive nature of the issues our clients face.
With the goal to help our clients arrange their personal and business affairs in the most efficient and advantageous manner possible, we make time to listen and to fully understand their specific requirements.
We then develop a customized estate plan by working closely with our clients and their other professional advisors. Through vehicles like tax-planned trusts and wills, we accomplish their personal objectives while minimizing adverse tax consequences. Our clients appreciate our ability to communicate these intricate issues in everyday terms.
Experienced in the complex issues relating to business succession planning and ongoing wealth transfer, we advise our clients to be 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.
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.
- Tax-Free First Home Savings Account: Estate Implications And Income Splitting Opportunities
- Your Estate Planning May Be Creating Unintended Tax Reporting Obligations
- The Lost Inheritance: A Cautionary Tale for Executors
- When to Use Rule 14 When Applying for a Certificate of Appointment of Estate Trustee
- Things You Should Know About Using RDSPs as Part of Your Disabled Child’s or Grandchild’s Financial Future
- To Be or Not to Be, the Estate Trustee
- Ontario Amends Estate Forms, Again, to Clarify Instructions
- Growing Pains With Ontario’s New Probate Forms
- Probate Forms and Rule 74 Now Provide Detailed Procedure Regarding Administration Bonds
- The Interplay Between Benefits Under a Trust and Bankruptcy: A Beneficiary Cannot Shield Its Obligations to Creditors by Hiding Behind the Terms of a Trust
- Spousal Election: Rights of a Surviving Spouse
- Prescribed Interest Rate to Climb to 2% in July 2022
- Pallett Valo Lawyers Are Once Again Recognized in the 2022 Canadian Legal Lexpert Directory
- What Effect Does a General Revocation Clause in a Will Have On Prior Beneficiary Designations?
- Ontario Overhauls Probate Application Process
- Just When You Thought You Were Safe….More Changes to Estate-Related Legislation
- Canadian Corporate Law Updates for Trusts and Estates Practitioners
- Six Pallett Valo Lawyers Are Recognized in the 2022 Edition of Best Lawyers™ and Best Lawyers: Ones to Watch™
- Ontario’s New Probate Process for Small Estates Is Easier
- Remote Signing and Witnessing of Wills – What Is Legally Permitted?
- COVID-19 in Long-Term Care Homes, Part 2
- Are Costs Not Justified for a Successful Party – One With Insurance?
- Courts Could Save Invalid Wills if Ontario Bill Passes
- Ontario’s New Probate Procedure for Small Estates
- Significant Progress Made by Attorney General in Estate Law Changes
- Joint Accounts – What Financial Advisors Should Know
- AG Doug Downey Considering Estates Law Changes to Curb Predatory Marriages
- Consultation on Estates Law Changes Welcomed by the Bar, Say Lawyers
- Significant Changes to Estates Law Contemplated
- Estate Planning for Business Owners
- Lawyers as Fiduciaries: When Things Go Wrong
- Tips for Estate Trustees: Selling Property, Avoiding Probate/EAT & First Dealings
- Running a Business? You Should Have an Estate Plan: Part III – Corporations
- Running a Business? You Should Have an Estate Plan: Part II – Partnership
- Good News: Wills and Powers of Attorney Can Now Be Signed by Counter-Parts Using Audio-Visual Communication Technology
- How to Virtually Execute Wills and Powers of Attorney During the COVID-19 Pandemic
- Estate Administration During COVID-19
- Obtaining Probate During the COVID-19 Crisis
- Virtual Witnessing of Wills in Ontario
- COVID-19 – Executing Your Will and Powers of Attorney While Social Distancing
- Can You Dispose of Corporate Assets by a Will?
- Can Cryptocurrency be Inherited?
- Managing Unforeseen Issues in your Estate: Koziarski Estate v. Sullivan
- Holograph Wills in Ontario
- A Guide to Estate Planning – Disabled Beneficiaries