Working closely with our clients, and together with their other professional advisors, we develop and implement asset protection strategies to preserve their estate. Not only do we consider how to manage taxes, we strive to ensure that succeeding generations can receive more of the family wealth through putting estate plans in place that work for your circumstances and may involve:
BKS Law also provides advice to beneficiaries, trustees, financial institutions, nonprofits, and others named in wills and trusts and assists them with, among other things: obtaining estate grants and probate; administering estates and trusts; minimizing taxes and probate fees; and, distributing assets to the appropriate beneficiaries.
When matters necessitate, BKS Law also has the experience to handle estate and trust litigation, including wills variation claims, proceedings to remove trustees, interpretation proceedings and contested executor fees.
When designing and implementing estate plans, we strive to meet the diverse personal and financial needs of our clients. We regularly assist blended families and clients whose intended beneficiaries are persons with disabilities, as we are well-equipped to address their unique needs.
Kim Karras and Brooke Fernandes are designated Trust and Estate Practitioners who frequently assist individuals and entire families. They, along with our dedicated team of paralegals and legal assistants, have the credentials and the experience to answer questions around clients’ businesses and philanthropic wishes.
Read more about what we do in the areas of: