We are proud to offer our clients a wide range of legal services that include the following:
Our Wills, Estates & Trusts team includes Steve Burton, Gene Fraser and Scott Payne.
CBM has been handling estate matters for clients with dedication, commitment, integrity and discretion since 1977. Our team offers quality legal services that help you protect your family through effective planning. Our services include:
Our team works closely with our Corporate, Commercial and Estate Litigation group to represent clients in estate disputes. If you have an issue with how an estate is being administered or with how assets are being distributed or you believe you’ve been left out of a relative’s will unjustly and you want more information about the legitimate grounds for challenging a will, you may wish to find out more about our Estate Litigation services.
It is estimated that ¼ of all B.C. voters do not have a will. Given that the average house value in Metro Vancouver is benchmarked to be at $1.3 million, your home or other assets could be subject to many thousands of dollars in unplanned estate transfer taxes and probate fees. Many more people have wills that are now outdated, due to recent changes in wills & estate law, changes in assets, or changes in the age and status of their dependents.
An updated will, or a review of your current will, ensures that your wishes will be fulfilled, and that your assets are transferred appropriately. Proper planning can also help to minimize unnecessary tax implications of asset transfer on death.
An up-to-date will and professional advice also makes an executor’s job easier and can protect them from personal liability.
You may not always be able to make your own health care decisions. A Representation Agreement is an agreement that allows you to name one person, or multiple people, to make health care decisions for you if you are not able to make them for yourself. A Representation Agreement ensures that you know, and approve of, the person or people who will be making your crucial health care decisions on your behalf. A Representation Agreement is an important pre-planning tool, because once you’ve lost the ability to make decisions on your own, you’re no longer able to name someone to make them on your behalf. Our Wills and Estate Planning team can assist you in preparing a Representation Agreement while you have the capacity to do so.
An Enduring Power of Attorney allows you to name one person, or multiple people, to manage your financial affairs if you are not able to manage them on your own. Just as with a Representation Agreement, creating an Enduring Power of Attorney ensures that only those whom you have given the authority will handle your financial affairs. As you cannot grant a Power of Attorney without the requisite mental capacity, contact our Wills and Estate Planning team to assist you in preparing an Enduring Power of Attorney before something unforeseen happens.
Our Services in Estate Litigation include:
We are also experienced in setting up trusts. Trusts are financial structures that enable a third party or trustee to hold and manage assets on behalf of beneficiaries to a will. Trusts are helpful in allowing beneficiaries to assets more quickly than they might through probate. Trusts are also helpful when you would prefer your beneficiaries receive assets under guidance – perhaps due to their age. Trusts can also have favorable tax benefits.
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Disclaimer: Confidential or time-sensitive information should not be sent through this form. If you have an urgent matter please call 604-533-3821. Please note that using this form for communication with the firm or a CBM lawyer does not create a solicitor-client relationship.
I retained Tarel Swansky to represent me in relation to a complicated personal family matter. I found her logical and balanced approach to my problem allowed for a quick and fair resolution which I felt was cost effective. I must add I am familiar with the legal process as I am a lawyer who practices family law myself. I highly recommend her as a lawyer.
Tarel Swansky was highly recommended to me by a previous client. Everything described was completely accurate and surpassed. Tarel provided legal support during a difficult and confusing time. During this time Tarel proved to be incredibly respectful, highly insightful and consistently responsive to all presenting legal issues. She provided clear and understandable guidance, taking the time to explain and orient through all the legal language and requirements. Her support, professionalism and capacity to relate and counsel her clients is a rare quality. I have and will continue to highly recommend Tarel as an exceptional lawyer...So grateful for the support. If there's a star rating it's ten!
One is never prepared for such an unpleasant and scary situation and [I] deeply appreciate the help navigating it all. The knowledge, professionalism & wisdom made the experience as good as it could be. You really do a great service to the community. I am sure it must be challenging dealing with people who are stressed out and emotional (this was definitely me). But it is great to be able to confidently trust that someone is capable of acting in one's best interest. Anyways, thanks again for everything.