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 Many more people have wills that are now outdated, due to recent changes in wills & estate law, changes in assets, or changes in the age and status of their dependents.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.
Mr. Simpson handled my case in a professional matter, and was very balanced in presenting all sides of the information for consultation. He was very thorough in his case knowledge, and was respectful in understanding the specific family aspects of my individual case, and trying to assist in coming to the best resolution for my family. I appreciated his sensitivity and understanding for the situation, and I would recommend his services to any in a similar situation.
Thanks for your legal assistance. Your expertise has made dealing with my husband’s death much easier.
Mr. McMullan and his staff treated my family's case with empathy, dignity and respect. His team was there to answer any questions and was honest as to the outcome of our case.
M.L. (Salmon Arm)