- Design and implement creative, customized personal estate and wealth planning for clients to reflect the clients' wishes and achieve their goals.
- Design and draft customized Wills and multi-jurisdictional Wills and insurance trust planning.
- Set up and work with inter-vivos trusts (Family Trusts, Disability Trusts, Alter-Ego/Joint Partner Trusts and Bare Trusts).
- Work with clients' US advisors in designing practical and effective solutions for US-Canada cross-border estate planning, including ownership of real property in the US.
- Implement incapacity planning by drafting Powers of Attorney, and drafting Representation Agreements, Advanced Directives and Living Wills.
- Draft and prepare Marriage (Prenuptial)/Cohabitation Agreements.
Client Work
Personal Estate and Wealth Planning
Fasken
Reading Time
1 minute read
Overview
Overview
Team
Team
- Annie H. Chen, TEP, Partner, Vancouver, BC, +1 604 631 3288, anchen@fasken.com
