About Private Client Practice

This is an area of legal practice dealing with the needs of individuals compared to corporations or other business entities and covers a wide range of issues primarily related to estate planning and administration. It is further broken down into non-contentious (i.e. solicitors work) and contentious (i.e. litigation). Here is a sample listing of the most common types of legal work that fall under the private client heading:

Non-Contentious

Planning and Administration

Estate, trust and business succession planning
Personal and corporate tax planning
Post-mortem tax planning
Incapacity and disability planning, including guardianship applications and end of life/advance care decision making
Advising estate trustees, trustees, attorneys for property or care, guardians for property or care
Advising beneficiaries of estates or trusts
Charitable gift planning and advising charities
Passing of accounts for estate trustees, trustees, attorneys/guardians for property
All aspect of estate and trust administration including probate applications
Marriage and cohabitation agreements
Family law advice related to estate planning
Collaborative family law

Many of the above areas can become contentious depending on the circumstances.

Contentious

Will and trust challenges
Will and trust interpretation
Dependants relief claims (including spousal claims under the FLA and SLRA)
Contested guardianship applications
Contested passing of accounts
Breach of trust/fiduciary obligations
Estate administration tax challenges
Tax litigation
Professional negligence defense (lawyers, accountants, financial advisors)
Professional negligence claims (health care facilities)
Elder law
Medical Assistance in Dying (“MAID”) challenges

Inspiration

“Life is what happens while you are busy making other plans.”

John Lennon

“The truth is you don’t know what is going to happen tomorrow. Life is a crazy ride, and nothing is guaranteed.”

Eminem

“Look, I don’t want to wax philosophic, but I will say that if you’re alive you’ve got to flap your arms and legs, you’ve got to jump around a lot, for life is the very opposite of death, and therefore you must at very least think noisy and colorfully, or you’re not alive.”

Mel Brooks

“Let our advance worrying become advance thinking and planning.”

Winston Churchill

“The good life is a process, not a state of being. It is a direction not a destination.”

Carl Rogers

About Private Client Practice

Non-Contentious

Contentious

Inspiration

Disclaimer