Each of our clients has his or her unique concerns and circumstances.  Our role is to understand each person’s goals in the context of their family and financial circumstances.  We offer comprehensive advice to meet these goals.

Some examples of Estate Planning work are as follows:

  • Wills for couples in long term marriages or relationships with adult children, or single persons with adult children
  • Wills for couples or single persons with young children, with provisions appointing guardians and creating trusts to provide for the management of funds until the children are mature
  • Wills for couples in blended families, with children from previous relationships
  • Wills with Spousal Trusts for tax planning
  • Wills with Discretionary Trusts for disabled children or other beneficiaries
  • Wills with Discretionary Trusts for children with creditor issues or whose marriages have broken down
  • Wills with Discretionary Trusts for adult children with addictions
  • Alter Ego Trusts and Joint Partner Trusts for clients who are at least 65 years of age to provide for distribution of their assets outside of their estates
  • Estate Freezes, including family trusts
  • Enduring Powers of Attorney
  • Representation Agreements
  • Disability Trusts to enable disabled beneficiaries of estates or personal injury settlements to retain provincial disability benefits

Our lawyers who practice in this area are Ken Sabey,  Stan Rule, Kimberly Wallis, Keith SabeyTaeya Fitzpatrick, and Mark Brade.

If you would like further information or would like to meet with one of our lawyers please feel free to contact us.

1-250-762-6111

Telephone:
1-250-762-6111
Toll Free:
1-866-268-6383
Fax:
1-250-762-6480
Monday to Friday
9.00 am to 5.00 pm
#201-401 Glenmore Road, Kelowna