Wills, Trusts and Estates

As part of Basman Smith’s full range of services to individuals, family businesses and other privately controlled enterprises, we help our clients design and implement their estate plans.

Each estate plan is tailored to the individual’s circumstances and uses proven wealth and tax planning techniques to minimize tax and probate fees, while balancing the delicate needs of the individual’s unique family dynamics. We provide legal advice in all aspects of estate planning including the preparation of wills, trusts, powers of attorney for property and personal care, insurance trusts, the use of capital gains exemptions for qualifying small business corporations, estate freezes, income splitting techniques, and business succession planning.

Basman Smith’s unique strength and depth of knowledge in family law also has allowed its estate planning group to provide the unique services required in second marriage scenarios as well as the complex estate planning necessitated by separated or divorced individuals.

In addition, Basman Smith provides comprehensive support in estate administration, including representing estate trustees or beneficiaries in non-contentious and contentious proceedings.

Lastly, Basman Smith represents its clients in substitute decision matters, acting for guardians of property, attorneys appointed under a Power of Attorney, family of the incompetent person as well as the individual who is the subject matter of such proceedings.

For more information, please contact a member of our estate planning team.