Everyone should have an estate plan in place to ensure a smooth transition of their assets and care for their loved ones. We understand this process can be emotional and is unique for each individual and we know what needs to be done to ensure that your wishes are upheld and your loved ones are protected.
Our estate planning services cover everything from the creation of your plan to the eventual administration of your estate. While we draft wills for hundreds of clients annually, a comprehensive estate plan is much more than a will - the right plan minimizes taxes and probate fees and represents your wishes both before and after you die.
Our lawyers are adept at understanding your wishes and advising on the best way of proceeding. We know the questions to ask to put the right plan in place for your estate including the following:
We also collaborate with accountants and financial advisors to ensure a strategy is put in place that is optimal for you and that hopefully avoids family conflicts. When there are legal challenges we have the necessary experience to advocate for our clients through the difficult times.
We can assist you. Please do not hesitate to contact one of our lawyers for more information or a confidential consultation.
Andrew practices in the areas of business law, real estate law and wills and estates.
Andrew received his Bachelor of Commerce degree from Queen’s University in 2002 and his Law degree from Osgoode Hall Law School in 2005. He was called to the bar in Ontario in 2006 and then to the bar in British Columbia in 2008.
One of the most experienced and highly respected lawyers in the Okanagan Valley, Theresa Arsenault, Q.C., specializes in estate planning and trusts, First Nations transactions and land development, and business and real estate law. She is frequently sought out as a speaker on all these topics and more.
Tom’s practice includes a wide range of tax law matters including tax planning, company law, corporate reorganizations, trusts, estate planning and succession planning for family businesses for clients. He has considerable experience dealing with the Canada Revenue Agency and representing taxpayers in income tax and GST appeals. Tom also advises clients with charitable giving and has established a large number of non-profit societies, registered charities and private foundations.
Vanessa practices in the areas of business law, real estate and wills and estates. As a Registered Trade-mark agent with the Canadian Intellectual Property Office, her business law practice has a specific focus on intellectual property law, including filing Canadian and US trade-mark applications and advising clients on infringement issues. Her real estate practice is expanding to serve purchasers and vendors of freehold property and First Nations Land Developments.