Best Private Client Lawyers in Burlington

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Lippes Mathias LLP
Burlington, Canada

Founded in 1965
177 people in their team
English
Lippes Mathias LLP is a full-service law firm with more than 135 attorneys serving clients regionally, nationally, and internationally. With offices in Buffalo, N.Y.; Albany, N.Y.; Burlington, Ontario; Chicago, Ill.; New York City; Jacksonville, Fla; and Washington, D.C., the firm represents a wide...
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About Private Client Law in Burlington, Canada

Private Client law refers to a broad area of legal services focused on individuals and families and their personal affairs. In Burlington, Ontario, this practice area involves assisting clients with matters such as estate planning, wills, trusts, powers of attorney, estate administration, incapacity planning, guardianship, and related tax considerations. Lawyers who practice in this field also advise individuals on succession planning, charitable giving, and business succession. The goal is to help clients make informed decisions about their assets, protect their wealth, ensure their wishes are honoured, and reduce family conflict.

Why You May Need a Lawyer

There are several situations where you may need the guidance of a Private Client lawyer in Burlington:

  • Creating or updating a will to reflect your current wishes
  • Setting up trusts for minor children, dependents with disabilities, or charitable purposes
  • Planning for incapacity by drafting powers of attorney for property or personal care
  • Administering the estate of a loved one after their passing
  • Resolving disputes among heirs or beneficiaries
  • Managing cross-border assets or international estate issues
  • Reducing tax liabilities and ensuring compliance with relevant laws
  • Providing for dependents with special needs through tailored legal arrangements
  • Protecting family businesses and ensuring smooth transitions across generations

A Private Client lawyer can ensure that legal documents are valid and enforceable, minimize the risk of future disputes, and provide peace of mind for you and your loved ones.

Local Laws Overview

Burlington, as part of Ontario, follows provincial legislation and regulations related to Private Client matters. The Succession Law Reform Act governs wills, succession rights, and intestacy (dying without a will). The Trustee Act outlines the duties and powers of executors and trustees. Powers of attorney for property and personal care are regulated by the Substitute Decisions Act. Estate administration tax, sometimes called probate fees, is payable when probating a will through the Ontario Superior Court of Justice.

Recent changes to Ontario estate law allow for the remotely witnessed signing of wills and powers of attorney. The law also recognizes electronic wills in some circumstances. These updates offer clients more flexibility while ensuring legal standards are met. If you have assets or beneficiaries in another province or country, additional legal steps may be required.

Frequently Asked Questions

What is a will and why do I need one?

A will is a legal document that states how you want your assets distributed after your death. If you die without a will in Burlington, Ontario, your assets are distributed according to provincial intestacy laws, which might not reflect your wishes.

How often should I update my will?

You should review your will every three to five years or after major life changes such as marriage, divorce, the birth of a child, the death of a beneficiary, or significant changes in your financial situation.

What is a power of attorney and why is it important?

A power of attorney is a legal document that lets you appoint someone to make decisions about your property or personal care if you become unable to do so. Without one, your family may need to apply to court to make important decisions on your behalf.

What is probate and when is it required?

Probate is a legal process where the court confirms the validity of a will and authorizes the executor to administer the estate. It is required in most cases where major assets such as real estate or large bank accounts need to be transferred.

How are estates taxed in Ontario?

Ontario charges an estate administration tax based on the value of the estate at the time of death. Some types of assets, such as jointly owned property or designated beneficiary accounts, may pass outside the estate and not be subject to this tax.

What happens if I die without a will?

If you die without a will, the provincial laws of intestacy determine who inherits your property. This can lead to unintended outcomes and may create additional legal and financial complications for your family.

Can a will be challenged?

Yes, wills can be challenged on several grounds, such as lack of capacity, undue influence, or improper execution. A properly drafted and witnessed will reduces the risk of successful challenges.

What is a trust and when should I consider one?

A trust is a legal arrangement where one person (the trustee) manages assets for the benefit of another (the beneficiary). Trusts are useful for managing assets for minors, beneficiaries with special needs, or for tax and estate planning purposes.

How do I appoint a guardian for my children in my will?

You can name a guardian for your minor children in your will. While this appointment is not legally binding, courts in Ontario usually give great weight to your wishes unless there is a compelling reason not to.

What should I do if I am named as an executor or attorney?

If you are named as an executor in a will or as an attorney under a power of attorney, you have important legal duties and responsibilities. Consult a lawyer to help you understand your obligations and manage the estate or the individual's affairs properly.

Additional Resources

Several organizations and government bodies provide valuable information and support regarding Private Client law in Burlington:

  • Ontario Ministry of the Attorney General - Information on wills, powers of attorney, and estate administration
  • Law Society of Ontario - Find-a-Lawyer service and public legal education
  • Community Legal Clinics - Offer free or low-cost legal advice for eligible individuals
  • Ontario Public Guardian and Trustee - Provides services for individuals who are incapable of managing their own affairs
  • Burlington Public Library - Access to legal information and resources

Next Steps

If you need legal assistance in the area of Private Client law in Burlington, Canada, consider the following steps:

  1. Make a list of your questions, concerns, and objectives related to your personal or family affairs
  2. Gather any existing documents, such as prior wills, powers of attorney, and financial records
  3. Contact a qualified Private Client lawyer in Burlington experienced in estate planning, trusts, and related matters
  4. Book an initial consultation to discuss your needs and develop a comprehensive legal strategy
  5. Follow up promptly on your lawyer's advice to ensure your documents are properly executed and your wishes are protected

Remember, proper legal planning today can avoid costly problems and disputes in the future. Seeking advice from a knowledgeable Private Client lawyer is a proactive way to ensure the security of your assets and the peace of mind of your loved ones.

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Disclaimer:
The information provided on this page is for general informational purposes only and does not constitute legal advice. While we strive to ensure the accuracy and relevance of the content, legal information may change over time, and interpretations of the law can vary. You should always consult with a qualified legal professional for advice specific to your situation. We disclaim all liability for actions taken or not taken based on the content of this page. If you believe any information is incorrect or outdated, please contact us, and we will review and update it where appropriate.