Wealth Management Firms Red Deer

Wealth Management Firms Red Deer - Our Wealth Preservation & Estate Litigation Practice can assist our several clients who have issues related to their estates, including the preserving and creating of your wealth through estate administration, litigation and planning. Our main responsibility is to deal with your problems, which might affect the estate without your knowledge.

Our lawyers are knowledgeable in litigation and planning to help make certain that all matters are addressed cost-efficiently and quickly. They work closely with you to help assess and handle all the problems which might come up to challenge your plans. Our planning litigation and planning services are based on thorough knowledge of the planning process in order to offer a net benefit for our clients.

Our company represents lots of leading charities, offering our services in the incorporation of societies, the establishment of charitable trusts and foundations, and offering advice in the administration of non-profits and charities.

For organizations, groups and companies we provide estate planning seminars and for family businesses we offer business succession planning. Group discounts to employees or members of the same institution or corporation are offered.

Estate Planning

We could prepare and create comprehensive strategies in order to help reduce taxes and various financial issues placed upon the estates. This is really essential to protect the beneficiaries from preventable frustration and expenses. We also can offer assistance with plans for charitable reasons.

o Trusts

To enhance wealth preservation and creation, we advise individuals, institutions, and businesses on distributing, creating and administering trusts. By working with several lawyers in our company, accountants, and various business advisors to help to implement and structure trusts to help you attain your present and future requirements. Trusts are powerful, flexible tools which include discretionary family trusts, corporate reorganizations, estate freezes, "joint spousal" and "alter ego" trusts, non-resident trusts, asset-protection, and planning for succession needs and retirement.

o Wills Drafting

Before preparing a will, we carefully determine your needs and explore your choices in detail. Our level of attention ensures security and certainty for your estate and guarantees that your desires are fulfilled.

o Estate Planning for Business Owners

Our comprehensive suggestion to business owners varies from corporate reorganizations and estate freezes to succession planning and shareholders agreements.

o Adult Guardianship - Incapacity Planning

For adult guardianship problems, our personal approach is essential for dependent adults and their families. The requirements of these clients need a sensitive touch. Our work consists of representing clients making applications for adult guardianship, and providing advice related to the responsibilities of guardians and trustees. We help with the preparation and use of Representation Agreements and health care directives.

Probate and Administration of Estates

To be able to provide for the requirements of the immediate family members, conserve estate assets, and to handle all the different aspects of the estate; clients need both timely and sound suggestion. We approach the role of Administrator or Executor with the commitment demanded of this responsibility.

There are several administrative steps in which we can provide right administration of your estate. We help with locating wills; collecting, safeguarding and locating assets; preparation of documents needed to acquire Court approval of your appointment as Personal Representative; income taxes and various estate liabilities; preparation and passing of the Personal Representative's Accounts; asset distributions, including land transfers; and administrating ongoing trusts for lifetime beneficiaries or children.

Trust companies, institutions and individuals require suggestion in the administration of estates. In order to provide you with service guaranteed to be well-coordinated and comprehensive, we work alongside other professionals responsible for banking, insurance, investments, accounting, and trusts.

Estate Litigation

We handle challenges such as estate litigation arising from contested wills, the Wills Variation Act, trust variations, and constructive trust claims. Our Estate Litigators represent clients in every level of court, and in alternative dispute resolutions like for example mediations.

o Contested Wills and Trusts

Our lawyers are skilled in the lots of disputes which arise from improper will execution, poor drafting, undue influence, and incapacity.

o Wills Variation

For those claims which are initiated by disappointed spouses or children, our litigators prepared to represent the claimants, beneficiaries, and estates in wills variation claims.

o Constructive Trust Claims

Our teams of lawyers could prosecute and defend in estate litigation matters including constructive trust and unjust enrichment claims.

o Trustee Disputes

We represent pension managers, disappointed beneficiaries and trustees, in cases of dispute arising from the administration or investment by trustees, trustee compensation, and the passing of trustee accounts.


By offering legal counsel at mediations, or in some cases acting as a mediator, we can solve disputes associated to elder care, estates, estate planning or incapacity.

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Red Deer Lawyers

Red Deer, Alberta


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The first people within the area called Red Deer, were the aboriginal tribes, including Plains Cree, Blackfoot, and Stoney. Through the late 18th century, European fur traders began to pass through the area. One of these first settlers, Reverend Leonard Gaetz, purchased and after that gave half of his 1,240 acres to the Calgary and Edmonton Railway to be able to develop a bridge over the river and town site. As a result, the very first train from Calgary to Edmonton went through Red Deer during the year 1891. Red Deer was incorporated as a town in 1901, and it developed mostly its agricultural service and distribution centre. It became more developed during the year 1907, when it was selected as the divisional point for the Canadian Pacific Railway...