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Sterntal Katznelson Montigny

Estate and Financial Planning

We advise our clients, their accountants, heirs and legatees on the holding and transmission of their property by will, gift or trust, and on the planning and settlement of estates. We also administer the property of individuals and estates. Some of our services in this area include:

  • establishment and review of financial plans
  • drafting and interpreting wills and trusts
  • applications for the appointment of curators or tutors
  • probate
  • estate litigation
  • setting up offshore trusts and corporations
  • transfer of assets to and from Canada

We also work closely with a group of money managers, stockbrokers and insurance brokers to provide a full range of financial services.

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