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Estates & Trusts

Stewart McKelvey regularly acts for individuals, owner-managed and family businesses, trust companies, financial institutions and charitable entities on a wide range of estate and trust matters. We work in tandem with our clients’ other professional advisors to ensure a multi-disciplinary response to their needs.

Our team regularly advises clients in relation to:

  • Estate and tax planning
  • Estate administration and litigation
  • Asset protection
  • Charities and not-for-profit entities
  • Probate planning
  • Cross-border and international estate and trust planning

We provide our clients with strategic guidance and advice at all stages of the planning and administration process.

Our estate planning lawyers are experienced in tax to ensure our clients receive the best counsel possible on estate planning, business succession and trust and estate administration. We do everything we can to proactively create plans designed to avoid litigation.

We know, however, that there are times when disputes are unavoidable. Should matters become contentious, we will advance and defend claims involving challenges to wills and estates, claims under dependents’ relief legislation and similar matters.

Our experience:

  • Design and implementation of estate plans involving tax-planned wills with multiple trusts, advanced probate planning mechanisms and strategies to address potential future incapacity.
  • Administration of estates and trusts, and advice to executors, trustees, attorneys and guardians.
  • Tax-planned corporate reorganizations involving family trusts, holding companies and similar planning structures.
  • Contested estates and trusts claims, and related litigation involving estates, trusts and powers of attorney.

Insights

Associated Lawyers

Sarah Almon

Sarah M. Almon,
TEP

Associate
Rackelle Awad

Rackelle Awad

Associate
Tyler Callahan

Tyler Callahan

Associate
Karen Clarke

Karen Clark

Associate
Madeleine Coats

Madeleine Coats,
TEP

Associate
Paul Coxworthy

Paul Coxworthy

Partner
jim cruickshank

Jim Cruickshank

Partner
Jahvon Delaney

Jahvon Delaney

Associate
Karl Dlugosch

Karl Dlugosch

Associate
paul festeryga

Paul Festeryga,
K.C.

Partner
j andrew fraser

J. Andrew Fraser,
K.C.

Partner
Michiko Gartshore

Michiko Gartshore

Associate
Zach Geldert

Zach Geldert,
TEP

Associate
Remy Goguen

Rémy Goguen

Associate
Chris Goodridge

Christopher Goodridge

Associate
Charlotte Jenkins

Charlotte Jenkins

Associate
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Paul Kiley,
K.C.

Partner
Matthew Khlon

Matthew Klohn

Associate
Iselle Manuel

Iselle Manuel

Associate
Chris Marr

Christopher Marr,
TEP

Partner
Christena MacIsaac

Christena McIsaac,
CPA, CA

Partner
gerald mcmackin

Gerald McMackin,
K.C., TEP

Partner
Julie Morris

Julie Morris

Associate
Ryan Moss

Ryan Moss

Associate
Ashley Murty

Ashley D. Murty

Associate
sara nicholson

Sara Nicholson

Associate
Danick Poiiirier

Danick Poirier

Associate
Kate Jurgens

Kate Profit

Associate
Andrew Sapiano

Andrew Sapiano

Partner
Sean Seviour Web Size

Sean Seviour

Associate
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Barbara E. Smith,
K.C.

Partner
Lauren Sorel

Lauren Sorel

Associate
Stetson Graeme

Graeme Stetson

Associate
Annelise Harnanan

Annelise Stone

Associate
Tyler White

Tyler White

Associate
Jason Woycheshyn

Jason Woycheshyn

Partner