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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

Presentation

Marshalling the Evidence and Framing the Theory of your Case

The Advocates' Society: Conducting a Dependant Support Trial
Oct 29, 2018
Oct 23, 2018

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

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

What You Need to Know for 2019 Regarding Tax, Estate Planning and Real Estate

This seminar is for accountants, business owners, managers, financial advisors and bankers. There is no charge for this seminar. 8:00 - 8:30 &nb...
Nov 6, 2018: 08:00 - 10:00

Craig Vander Zee to speak at the Advocates’ Society’s program Conducting a Dependant Support Trial October 29th in Toronto

Craig will be presenting on the topic: Marshalling the Evidence and Framing the Theory of your Case.
Oct 29, 2018

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