Wills, Trusts & Estates

Wills, Trusts, and Estates

Wills, Trusts and Estates

Being pro-active, compassionate and caring is an important aspect of the Wills, Trusts and Estate practice at O’Connor MacLeod Hanna LLP. Team members are proud of the professionalism and expertise that they have been providing for more than four decades.

Advice and representation are offered in a variety of areas that can affect each and every family.

Estate and Incapacity Planning

  • Maximizing wealth and minimizing tax are key ingredients as the professionals at OMH assist you in preparing your personal inheritance planning objectives. They’ll work to protect both you and your beneficiaries under family law legislation, dependent support legislation and other applicable laws and regulations
  • Preparation of wills, trusts and powers of attorney.  Our extensive experience and expertise helps to protect you and your loved ones, no matter how simple or complex your circumstances are.
  • The OMH team is experienced in charitable gift planning, private foundations and charitable organizations. Our specialists can also guide you through business succession matters and the reorganization of private companies
  • The Wills, Trusts and Estates practice at OMH will protect you and your loved ones in the best manner possible in the event that you should become incapable. Power of Attorney documents would ensure that your banking or investment issues, along with health care decisions and future medical treatment would be handled properly

Estate and Trust Administration Services

Should you be appointed an estate trustee or executor, the responsibilities can often appear overly burdensome. The OMH professionals will ease your mind, first by assisting with the preparation of court applications for Certificates of Appointment of Estate Trustee. We'll advise you on your fiduciary and legal obligations, while making sure you understand risks of personal liability.

Estate Litigation

Family stress often follows the death of a loved one. Disputes and challenges over power of attorney responsibilities and fiduciary obligations, along with questions over the validity of wills and assets of the estate, are dealt with fairly and respectfully. At OMH, we’ll help to diffuse tension and avoid conflict in reaching a satisfactory resolution.