Services

My legal services include:

Business law

Rely on my over 35 years of practice experience for matters involving:

• Partnership;
• Incorporation of specialty Professional Corporations (medical, dental, legal, accountancy)
• Sole proprietorship;
• Corporate and tax reorganizations and estate freezes;
• Shareholder agreements;
• Business acquisition or sale (assets/shares);
• Loan securitization/PPSA;
• Preparation of general corporate and commercial documents;
• Contract review and advice.

Real Estate

I can assist you in all facets of your real estate transactions, including residential, industrial and commercial real estate, acquisitions and sales, rural/cottage recreational property transactions, new condominium document review and advice. My services include:

• Drafting of Purchase and Sale Agreements;
• Review of Purchase and Sale Agreements;
• New Condominium Agreement review;
• Search of title;
• Review of mortgage lender’s requirements;
• Rights of way and property boundary issues;
• Ongoing lawyer communication with clients;

Wills, Estates and Trusts

My estate law practice includes personal and business planning. Service can range from simple wills to complex estate planning. I would be happy to speak to you regarding wills, trusts, or power of attorney issues.

If you have suddenly become the executor of an estate, I can help guide you through the maze of legal obligations. I can answer questions like:

• What are the duties of the executor?
• Do I need to apply for a Certificate of Appointment of Estate Trustee?
• What are my obligations to complete an Estate Information Return  (EIR)?
• How to apply for CPP Death Benefit and Survivor Benefit?
• How do I cancel continuing CPP and OAS Benefits?
• Do I need to file an estate tax return?
• When can I safely make distributions?
• Is a clearance certificate necessary?

I appreciate the special burden placed on an executor, especially in the context of a family estate. I can relieve you of a good part of that burden, by giving you the confidence that the legal aspects are being handled properly.

Family trusts

I have experience in structuring trusts for a variety of tax and estate planning objectives, including:

• Income splitting;
• Multiplication of the small business capital gains exemption;
• Education savings;
• Spousal and testamentary trust;
• Henson trusts.