Tips for Proactive Estate Planning and Administration & Mitigating Litigation Risk

In this presentation, we explore how a big-picture understanding of the umbrella of estate law can guide proactive estate planning and estate administration. This includes suggestions for estate planning lawyers and other estate professionals involved in planning. Estate law is a broad practice area that spans services aimed at managing, protecting, and efficiently transferring assets from one generation to the next. It covers everything from preparing essential documents, such as wills, trusts, powers of attorney, and personal directives, to administering estates and trusts upon the death of a testator or the incapacity of a donor. Estate litigation is also active in Canada and continues to grow. Many estate practitioners in Canada specialize either in solicitor work, focused on planning and administration, or in estate litigation, advancing clients’ goals in courtrooms and through alternative dispute resolution. Understanding both streams helps practitioners prevent disputes through careful planning and resolve them efficiently when they arise.