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.

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Forms Download Area

• Will Planner
• Incorporation Checklist