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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 the complete range of legal services related to estate planning, estate administration, and estate litigation.

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, trust companies, government agencies, and charitable and not-for profit organizations.

Our estate planning services includes 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 clients purchasing vacation properties in the U.S.

We advise executors and trustees of their duties and responsibilities in the administration of an estate, attend to the preparation of the application for the Certificate of Appointment of Estate Trustee, assist with the transfer and disposition of estate assets, their distribution to beneficiaries and the preparation of accounts.

We advise beneficiaries of their rights and entitlements under wills or trusts. We also provide advice to other fiduciaries, such as attorneys and guardians of property.

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 validity or interpretation of wills; the appointment or removal of estate trustees, trustees or guardians; dependant support applications; spousal equalization claims; breaches of trust; guardianship applications; applications for directions and advice; passing of accounts; and applications to vary trusts and wills.

Our senior estate litigator is also an experienced estate mediator.

Publications & Presentations

May 3, 2018
Presentation

Elder Abuse and Manners of Protecting the Elderly

Chair, Society of Trust and Estate Practitioners (STEP) (Toronto Branch)
Oct 18, 2017
Sep 28, 2017

News & Media

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

Proposed Tax Changes to Private Corporations - Webinar

On July 18, 2017, the Department of Finance released legislative proposals (“Proposals”) and a consultation paper dealing with tax planning using priv...
Aug 15, 2017: 09:30 - 10:30

Open Border - Hidden Risks

Canada and the United States share one of the most unobstructed borders in the world. Many companies and families are active on both sides of the 49th...
Nov 17, 2016: 09:00 - 11:00