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Wills, Trusts & Estates

Printable Summary

The Torkin Manes’ Wills, Trusts & Estates Group is uniquely positioned to advise and represent clients in a complete range of legal services related to estate planning, estate administration, and disputes involving estate, trust, power of attorney and guardianship matters.

As part of a full-service firm, we collaborate with our Business, Tax, Real Estate, Not-For-Profit & Charities, and Family Law Groups to provide seamless, efficient service to ensure that our clients’ legal and family interests are protected and their goals are achieved. Torkin Manes’ long involvement with the entrepreneurial community makes us especially suited to advise family business owners on succession planning.

Our clients include individuals, business owners and their families, companies, trust companies, government agencies, and charitable and not-for profit organizations.

Our estate planning services include techniques to achieve our clients’ objectives and minimize taxes, through the preparation of wills, powers of attorney for property and personal care, trusts and charitable giving. As well, we coordinate with U.S. professional advisors when completing cross-border planning for U.S. citizens and residents and clients purchasing vacation properties in the U.S.

We advise estate trustees, estate trustees during litigation, trustees, attorneys for property and personal care and guardians with respect to their duties and responsibilities, including in respect of the assets and liabilities involved. We assist with the transfer, disposition and/or distribution of assets and all matters ancillary thereto. 

We advise beneficiaries and/or family members of their rights and entitlements in estate, trust, power of attorney, and guardianship matters.

Torkin Manes is fortunate to have on its Wills, Trusts & Estates team a senior specialist in Estate Litigation with wide ranging expertise in estate and trust related disputes, including with respect to the validity or interpretation of wills, capacity, undue influence, the appointment or removal of estate trustees, estate trustees during litigation, trustees or guardians, dependant support applications, spousal equalization claims, claims in trust, breaches of trust, guardianship applications, power of attorney disputes, applications for directions and advice, passings of accounts, applications to vary trusts or rectify wills, minors and the incapable.

Torkin Manes is also fortunate to have on its Not-For-Profit & Charities team a senior specialist who has been recognized as Lawyer of the Year by Best Lawyers in Canada

Our senior estate litigator is also an experienced estate mediator.

The complexities of our clients' personal and financial affairs both from a planning and litigation perspective often require a multi-disciplinary approach which Torkin Manes provides as a leader in this area. 

Publications & Presentations

Presentation

Estate Mediation Preparation Steps

The Essential Guide to Estate Dispute Mediations: Unique Challenges, Creative Solutions for Counsel — Osgoode Professional Development
Jun 5, 2019
Presentation

Examination for Discovery, Planning and Preparation in a Professional Negligence Case

Trust Troubles – Litigation, Tax and Ethical Issues — B’nai Brith Canada CLE for Lawyers & Accountants
Jun 4, 2019
Apr 15, 2019
Presentation

Your First Estate Administration

Ontario Bar Association, Trusts & Estates Law Program  
Apr 10, 2019

News & Media

Firm News

Congratulations to our lawyers recognized in The 2019 Canadian Legal Lexpert Directory

The 2019 Canadian Legal Lexpert Directory Torkin Manes is pleased to announce that several firm lawyers have been named as leaders in their fields in The 2019 Canadian Legal Lexpert Direc...
Apr 24, 2019
In the News

Torkin Manes recognized as the #1 ranked Ontario regional law firm by Canadian Lawyer

Canadian Lawyer We thank our clients, colleagues and peers for recognizing us with this distinguished honour.
Mar 4, 2019
Firm News

Craig Vander Zee listed in Chambers & Partners High Net Worth: The World's Leading High Net Worth Advisors

Chambers & Partners High Net Worth Craig Vander Zee has been listed for his expertise in Private Wealth Disputes.
Aug 29, 2018

Torkin Manes lawyers featured in The Best Lawyers in Canada 2015  

We are pleased to announce the selection of 13 Torkin Manes lawyers as leaders in their respective fields, as published in the latest edition of The B...
Aug 25, 2014

Events

Craig Vander Zee to speak at the Osgoode Hall Law School Professional Development Conference on June 5, 2019

Craig Vander Zee of our Estates and Trusts group will be attending and presenting at the Osgoode Hall Law School Professional Development Conference t...
Jun 5, 2019: 00:00

Craig Vander Zee to speak at the B’nai Brith Canada CLE for Lawyers & Accountants on June 4, 2019

Craig Vander Zee of our Estates and Trusts group will be attending and presenting at the B’nai Brith Canada seminar to be held in Toronto, Ontar...
Jun 4, 2019: 00:00

Craig Vander Zee at the Estate Planning & Litigation Forum, April 14, 15 and 16, 2019

Craig Vander Zee of our Estate and Trusts Group will be attending and presenting at the Estate Planning & Litigation Forum to be held in Cambridge...
Apr 15, 2019: 15:52

Risa Awerbuck to participate in webinar with Pro Bono Ontario on Powers of Attorney: What you and Your Clients Need to Know

This training will empower lawyers seeking to participate in Pro Bono Ontario’s Free Legal Advice Hotline.
Oct 30, 2018: 12:00 - Oct 19, 2018: 13:00