• About
  • Offices
  • Careers
  • Students
  • Alumni
Background Image
Logo Bennett Jones
  • People
  • Expertise
  • Resources
  • Search
  • Menu
  • Search Mobile
A B C D E F G H I J K L M N O P Q R S T U V W X Y Z All

FEATURED AREAS

Energy
Funds & Finance
Mining
Capital Projects
All Industries
Crisis & Risk Management
Environmental, Social & Governance
Governmental Affairs & Public Policy
All Practices
Insights
Media
Events
Subscribe
COVID-19 Resource Centre
Business Law Talks Podcast
Kickstart
New Energy Economy Series
People
Featured Areas
All Practices
All Industries
About
Offices
Careers
Insights
Events
Search
Search
 

Wills, Estates & Trusts

  • Download PDF
  • Key Contacts
  • Insights, News & Events
  • Download PDF
  • Insights, News & Events

Effective estate planning ensures that an estate is distributed as wished, family conflict is avoided and tax exposure reduced. In addition, an effective plan provides for substitute decision making should incapacity occur.

Our interdisciplinary team of advisors play a major role in helping Canadians, whether private individuals or business owners, plan for the future. Our clients range in age and net-worth—those recently married or those with young families, those managing their tax liabilities internationally, those planning exit strategies from their enterprises and individuals who simply want to make sure their estates are distributed wisely and according to their wishes. We also advise clients with closely held businesses on succession and control issues.

We also act on behalf of trustees, executors, and substitute decision makers regarding estate administration issues. Throughout the process, we are deliberate, current with new developments in the law and sensitive to the unique needs of our clients' professional, work-life and family circumstances.

Bennett Jones provides legal advice in the area of wills, trusts and estate administration. We also advise on planning for mental incapacity, including powers of attorney and personal directives. Our lawyers provide a complete range of services with respect to trusts, including settlement, variation and advising trustees as to fiduciary responsibilities. Our highly regarded tax lawyers provide a complete array of Canadian tax advice for domestic and cross-border situations. Our corporate tax lawyers provide for seamless integration in tax planning for clients' business and family together.

Should conflict arise in an estate, Bennett Jones also provides assistance in the area of Estate Litigation.

Key Contacts

  • Barbara J. Kimmitt Barbara J. Kimmitt, Partner
  • Darcy D. Moch Q.C. Darcy D. Moch Q.C., Partner
  • Barbara J. Stratton Q.C. Barbara J. Stratton Q.C., Partner
  • Related Lawyers

Insights, News & Events

Blog

Logan Estate: An Example of Best Practices in Will Drafting

February 11, 2021
       

Blog

Update on Virtual Execution of Estate Planning Documents in Alberta

December 01, 2020
       

Blog

New Trust Reporting Rules

August 18, 2020
       

Blog

Just Say "No": Acceptance of a Secret Trust in Bergler v Odenthal

June 30, 2020
       

Articles

Tax Planning Strategies in a Market Downturn: Loss

June 19, 2020
       

Articles

Tax Planning Strategies in a Market Downturn: Trusts

June 12, 2020
       

Blog

Best Practice Considerations for Virtual Execution of Estate Planning Documents

June 10, 2020
       

Articles

Tax Planning Strategies in the Market Downturn: Estate Freezes, Income Splitting

June 04, 2020
       

Articles

Dealing with No-Contest Clauses

March 27, 2020
       

Articles

Wills Drafting: When to Challenge

December 2019
       

Speaking Engagements

Bennett Jones Wills, Estates and Trusts Seminar 2019

May 09, 2019
       

In the News

Barbara Stratton in Investment Executive: Alberta Court Upholds No-Contest Clause

April 05, 2019
       

In the News

Barbara Stratton in The Lawyer’s Daily: New Clarity on Will Interpretation

March 07, 2019
       

Blog

Discouraging Family Fights from the Grave

February 27, 2019
       

Speaking Engagements

Contentious Matters in Wills and Estates

November 8 and November 15, 2018
       

Speaking Engagements

Bennett Jones Wills, Estates and Trusts Seminar 2018

September 13, 2018
       

Speaking Engagements

Dying Wishes - Wills Estates and Trusts Lunch Seminar

April 26, 2018
       

Speaking Engagements

Morneau's Morsels - Wills Estates and Trusts Lunch Seminar

January 22, 2018
       

Blog

Staying the Course: Courts Will Not Hear Stayed Actions

November 20, 2017
       

Blog

Lawyers' Opinions Matter When a Will Is Prepared

June 08, 2017
       

Speaking Engagements

Drafting Wills and Trusts

February 28 and March 7, 2017
       

Blog

A Deceased Can't Always Will What They Want

February 22, 2017
       

Blog

Be Sure to Mind your Manners in Estate Litigation

February 08, 2017
       

Speaking Engagements

Different Jurisdictions, Different Laws: How Conflicts of Law Can Impact an Albertan's Estate Planning and Administration

September 2016
       

Articles

Dying in a Digital World

April 22, 2016
       

The firm that businesses trust with their most complex legal matters.

  • Privacy Policy
  • Disclaimer
  • Terms of Use

© Bennett Jones LLP 2021. All rights reserved. Bennett Jones refers collectively to the Canadian legal practice of Bennett Jones LLP and the international legal practices and consulting activities of various entities which are associated with Bennett Jones LLP

Logo Bennett Jones