Advising Executors and Trustees
Estate and trust administration is multi-faceted and complex.
We provide expert advice and support to trust companies and individuals acting as trustees and personal representatives.
Our trust lawyers also form business trusts, and advise a variety of commercial and public sector institutions and pension fund administrators on trust issues.
Our team provides advice to financial institutions, investment managers, and other organizations in dealing with estate, trust, and incapacity issues.
Financial institutions deal with a wide variety of estate, trust and capacity issues relating to their clients, including disputes concerning jointly owned assets, and these issues often arise in emotionally charged and contentious circumstances. We have significant experience in providing practical advice to banks, credit unions, investment managers and trust companies in risk and litigation management and compliance with these matters, as well as assisting financial institutions with the preparation or review of relevant policies, procedures and client-facing documentation.
Advice to Financial Institutions, Investment Managers, and other Organizations
Multi-jurisdictional issues involving estates and 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 an estate or trust can impact governing law and forum selection to resolve disputes. The area of conflicts of laws is complex.
As Canada’s law firm, our team can help administer and advise on estates and trusts with assets or heirs located across all the provinces and territories.
Our team of dedicated and experienced professionals also have trusted contacts around the world to ensure that you receive the support you need, regardless of jurisdiction.
Estates and Trusts Involving Multiple Jurisdictions
Artificial intelligence touches all areas of law within a complex and uncertain provincial and national regulatory environment.
BLG is Canada’s law firm: one team from Montréal to Vancouver with the reach and niche to achieve all
your goals.
Canada’s law firm
Whether you’re an investor or inventor, user or distributor, government or name brand, we have the right advice for your stage of business and involvement with AI, including specialized support for new businesses and strategic assistance with any business transaction.
Full lifecycle support
You name it, we know it. Healthcare, supply chain, energy, financial services, aviation, automotive, accounting, retail, products, marine, government — AI is creating opportunities and challenges for them all, and BLG has the relationships and experience you need to see what’s ahead.
Sector-specific expertise
BLG can assist with the tax-efficient- wealth transfers in a variety of scenarios.
