The world is becoming increasingly complex. Reporting and disclosure obligations often conflict with privacy rights. These issues arise regularly in investment and transactional matters and increasingly in connection with tax, estate and succession planning. Together with members of our internationally recognized Privacy Group, we assist our clients in identifying and navigating these rules to ensure compliance while protecting confidentiality.
Privacy
Caring for an elderly or incapable family member can be difficult, especially when they are being taken advantage of. We have experience protecting vulnerable family members from financial and other abuse. We use the Courts and work with local, public and private institutions to protect you and your loved ones.
Our team is also experienced in assisting with the appointment of guardians for property and personal care by Court order and advising guardians and attorneys acting under a power of attorney on their duties. We can also assist in arranging capacity assessments.
We can help you navigate all the pitfalls of acting in a fiduciary capacity and facilitate your communications with third parties (banks, the government, family members, doctors, etc.).
Capacity Issues and Elder Abuse
Our team has experience advising families, individuals, and trust companies on everything from the risks involved in certain estates plans to contentious or simple trust administration, will challenges, variation of trusts, and tax issues (before and after death). We work with estate trustees, executors, trustees, and beneficiaries to provide advice that is responsive, practical and strategic.
Our files often involve complex estate and/or trust administrations, corporate assets, multijurisdictional and tax issues, second marriages, common law relationships, and disputes over ownership (joint bank accounts, company assets, family home or cottage, etc.). We find solutions using both court and non-court strategies.
Trusts, Wills, Estates, Intestacy
BLG can assist with the tax-efficient- wealth transfers in a variety of scenarios.
Multi-jurisdictional issues involving trusts are more common, as beneficiaries and trustees are ever more geographically diverse. Where trustees reside can impact situs. Location of the assets held by a trust can impact governing law and forum selection to resolve disputes. The area of conflicts of laws is complex.
We have the expertise to provide you with options, and chart a clear course through all such disputes to reach successful conclusions.
Trusts
If you accept appointment as trustee/attorney, you must keep proper records and accounts. Your ability to claim compensation depends on it and you can be held liable if you fail to meet your obligations.
Our disputes lawyers can advise beneficiaries on whether they can oppose the trustees’ decisions or require trustees to account.
Our team has extensive experience with mediating and litigating accounting and compensation disputes and can assist with all aspects of informal or court accounting.
Accounting and Compensation
Multi-jurisdictional issues involving trusts are more common, as beneficiaries and trustees are ever more geographically diverse. Where trustees reside can impact situs. Location of the assets held by a trust can impact governing law and forum selection to resolve disputes. The area of conflicts of laws is complex.
We have the expertise to provide you with options, and chart a clear course through all such disputes to reach successful conclusions.
Trusts
If you accept appointment as trustee/attorney, you must keep proper records and accounts. Your ability to claim compensation depends on it and you can be held liable if you fail to meet your obligations.
Our disputes lawyers can advise beneficiaries on whether they can oppose the trustees’ decisions or require trustees to account.
Our team has extensive experience with mediating and litigating accounting and compensation disputes and can assist with all aspects of informal or court accounting.
Accounting and Compensation
The world is becoming increasingly complex. Reporting and disclosure obligations often conflict with privacy rights. These issues arise regularly in investment and transactional matters and increasingly in connection with tax, estate and succession planning. Together with members of our internationally recognized Privacy Group, we assist our clients in identifying and navigating these rules to ensure compliance while protecting confidentiality.
Privacy
Prendre soin d’un membre de la famille âgé ou frappé d’inaptitude peut être difficile, surtout s’il se fait exploiter. Nous avons de l’expérience dans la protection de personnes vulnérables contre l’exploitation financière et d’autres formes de maltraitance. Nous faisons appel aux tribunaux et travaillons avec des institutions locales, publiques et privées pour vous protéger et protéger vos êtres chers.
Notre équipe sait aussi aider ses clients à faire nommer un mandataire aux biens ou à la personne par voie d’ordonnance judiciaire et conseiller les tuteurs et les mandataires quant à l’exécution de leurs tâches. Nous pouvons aussi vous aider à réaliser des évaluations de l’aptitude.
Nous pouvons vous aider à naviguer à travers les écueils de la qualité de mandataire et faciliter vos communications avec des tiers (banques, gouvernement, membres de la famille, médecins, etc.).
Questions liées à l’aptitude et à la maltraitance envers des aînés
Notre équipe est habituée de conseiller des familles, des particuliers et des sociétés de fiducie sur une grande variété de sujets, comme les risques découlant de certains plans successoraux, l’administration contestée ou non de fiducies, les contestations de testament, la modification de fiducies et la fiscalité (avant et après le décès). Nous travaillons avec des liquidateurs, exécuteurs, fiduciaires et bénéficiaires de succession pour fournir des conseils opportuns, pratiques et stratégiques.
Nos dossiers impliquent souvent l’administration de successions et de fiducies complexes, des actifs d’entreprise, des questions multiterritoriales et fiscales, des seconds mariages, des unions de fait et des différends sur la propriété (comptes bancaires conjoints, actifs d’entreprise, maison ou chalet familial, etc.). Nous trouvons des solutions en employant des stratégies judiciaires et extrajudiciaires.
Fiducies, testaments, successions, absence de testament
BLG can assist with the tax-efficient- wealth transfers in a variety of scenarios.
Si vous acceptez un rôle de fiduciaire ou de mandataire, vous devez tenir des registres et des comptes adéquats. Votre droit à une rémunération en dépend, et vous risquez d’engager votre responsabilité si vous ne remplissez pas vos obligations.
Nos spécialistes du litige peuvent indiquer aux bénéficiaires s’ils sont en droit de contester les décisions d’un fiduciaire ou d’exiger qu’il rende des comptes.
Notre équipe a souvent participé à des médiations et à des litiges sur la reddition de compte et la rémunération et peut vous aider dans tous les aspects de la reddition de compte informelle ou judiciaire.
Reddition de comptes et rémunération