Summary of Wealth Preservation Services

Administration of trusts and estates

Alter ego and joint partner trusts

Authenticity of wills or other related documents

Breach of fiduciary duty actions

Business succession planning

Capacity issues

Charitable and planned giving

Cohabitation agreements

Common-law spousal claims involving estates

Complex estate planning

Costs awards in estates

Cy-pres applications for trustees and charities

Directions on behalf of trustees and executors or other fiduciaries

Discretionary family trusts

Estate and trust mediations and arbitrations

Estate planning for persons with disabilities

Executor remuneration and discharge

Forensic accounting coordination

Fraudulent property transfer claims

Health Care (Consent) and Care Facility (Admission) Act issues

Jurisdictional and conflict of laws issues

Mental capacity testing coordination

Misappropriation of estate assets during administration claims

Passing of accounts for executor, administrator, trustee, committee, guardian and holder of Power of Attorney

Perpetuity Act issues

Power of Attorney preparation and litigation

Pre & post nuptial agreements

Probate fee reduction planning

Probate related applications – contested and uncontested

Public Guardian and Trustee issues

Representation agreements

Survivorship and Presumption of Death Act issues

Trust and Settlement Variation Act actions

Validity of wills including allegations of undue influence or incapacity actions

Wills preparation

Wills Variation Act actions

Winding up of trusts

Please feel free to contact Mark Weintraub or Richard Weiland for more information about the services we offer.