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Trusts are an important part of an effective estate plan and can play a critical role in risk management and careful planning for the future. Trusts come in many forms and are commonly used to minimize tax and other financial benefits.
An inter vivos trust is a trust created while the person making the trust is still alive, in contrast to those trusts created upon death through someone’s will. At Sweatman Law Firm, our team of knowledgeable estate lawyers has significant experience guiding clients through the estate planning process, including establishing inter vivos and other trusts. Our founder, Jasmine Sweatman, is recognized as a Certified Specialist in Estates and Trusts Law by the Law Society of Ontario and is a well-regarded leader in the field.
There is a wide variety of uses for inter vivos trusts. They are becoming more frequently relied upon for estate planning, particularly in blended families and other complex situations.
Inter vivos trusts are commonly used:
If you are interested in creating an inter vivos trust, you should consult with a lawyer specializing in this highly technical area of estate law. Our lawyers have many years of focused experience at Sweatman Law Firm creating customized estate solutions for clients, including inter vivos trusts set up during your lifetime or testamentary trusts set up to act upon your death. We have guided thousands of clients through proactively planning for the future and can advise meeting any needs.
A well-structured estate plan can include one or more trusts. To discuss options available to you, contact Sweatman Law Firm online or at 905-337-3307. We represent clients in Oakville, Georgetown, Milton, and Ontario and provide skilled and strategic planning guidance.
SWEATMAN LAW FIRM OAKVILLE
217 Speers Rd, Unit 14
Oakville, ON, L6K 0J3
Phone: 905.337.3307
Fax: 905.337.3309
SWEATMAN LAW FIRM MISSISSAUGA
1136 Lorne Park Road
Mississauga, ON, L5H 3A4
Phone: 905.822.3111
Fax: 905.822.9103
SWEATMAN LAW FIRM MILTON
245 Commercial St, Unit 101
Milton, ON, L9T 2J3
Phone: 905.875.2400
Fax: 905.337.3309
SWEATMAN LAW FIRM GEORGETOWN
145 Mill St.
Georgetown, ON, L7G 2C2
Phone: 905.877.0121
Fax: 905.337.3309