ESTATE & SUCCESSION PLANNING

Our Firm's Estate & Succession Planning lawyers located in Ottawa and Vankleek Hill provide advice relating to estate and succession planning, cross-border planning between Ontario and Quebec, estate and trust administration and estate and trust litigation. In the context of our estate & succession planning practice, we regularly advise business owners, family farming businesses and Ontario residents with secondary properties in locations such as Quebec, the United States and Europe.

In the context of our planning work, we work with our clients to establish effective estate and succession plans that meet their financial and succession objectives. We welcome the opportunity to develop estate and succession plans in cooperation with existing advisers such as accountants and/or financial advisers.

We also provide litigation services relating to estate and trust disputes, challenges to the validity of wills, trust or powers of attorney and applications to appoint or remove guardians and the passing of the accounts of executors, trustees and attorneys.

Jason Shelly

Partner

Steven Sheppard

Partner

Shelbi Dippold

Associate