Estate Planning & Administration

Estate Planning & Administration

Practice Group Members

Ed Heakes
Ed Heakes
416-369-7857
Jennifer Lynch
Jennifer Lynch
416-369-3816
Jenny Pho
Jenny Pho
416-369-7809

Effective wealth management and estate planning requires experience, discretion, practical knowledge and understanding. We offer comprehensive wealth management and estate planning services for individuals, families and business associates. Our commitment is to make available to our individual clients the breadth and the depth of the resources and the expertise which we offer to our corporate clients. From taxation to employment law, from real estate law to partnership agreements to the establishment of limited liability companies, trusts and other business or estate planning vehicles, we have the necessary knowledge and experience to help make your goals become reality. We always recommend that individuals obtain professional legal advice with respect to the preparation and review of their wills, trusts, powers of attorney and living wills. At Dale & Lessmann LLP we offer comprehensive services to individuals and families in the preparation and safekeeping of these key planning instruments. Our lawyers work for people and their families, beginning with contingency planning designed to provide for financial protection for loved ones, and moving to long-term estate planning, designed to reduce wealth transfer taxes and help ensure the fulfillment of your hopes and dreams after you are gone. Dale & Lessmann LLP also has a substantial practice devoted to the administration of estates, complicated will probate and estate administration, trust administration, post-mortem income tax return preparation and post-mortem real estate or business transactions.