Andrew is an Associate who practices in the areas of estate planning, estate administration and estate litigation. He has had the opportunity to advise beneficiaries, executors, financial institutions, and creditors on a wide range of estate matters.
On the estate planning side, Andrew crafts comprehensive estate plans to address each client’s unique circumstances and goals. Through a combination of a Will, Power of Attorney, and Personal Directive, Andrew ensures that your needs and wishes are carried out. For more specialized circumstances, Andrew’s experience in drafting trusts, including alter ego trusts, joint partner trusts, and family trusts, helps his clients achieve the transfer of their hard earned assets in the most tax efficient manner possible.
On the estate administration side, Andrew understands the difficulty of dealing with a loved one’s estate after they have passed. It can be a daunting process, but he will guide the executor through the process. Whether it’s unique assets that have to be addressed, assets outside of Canada, charitable beneficiaries, or any one of the many other issues that can be involved in administering an estate, Andrew brings practical solutions and advice for executors.
If estate litigation is involved, Andrew focuses on finding a cost-effective solution that respects the rights of the parties involved. That might mean a settlement outside of court, but if a matter is headed to court, Andrew provides strong advocacy for your case. Andrew has been involved in matters before the Registrar of Probate and the Supreme Court of Nova Scotia
Born in Alberta, Andrew slowly migrated eastward—living in Manitoba, Ontario, and New Brunswick—before making Nova Scotia his home alongside his wife and children. When he isn’t practicing law, you can find Andrew spending time with family, settling down with a good book in hand, or playing a board game or two with friends.
There are several misconceptions about the status of marriage and a common-law relationship in the estate planning context. In Nova Scotia, marriage and common-law relationships are treated differently for estate matters.Read full article
Marriage and your Estate PlanRead full article
We have all heard the saying that there are only two certainties in life: death and taxes. The recent decision of Evans Estate (Re), 2018 NSSC 68 confirmed the truth of that saying.Read full article
The CRA has implemented new reporting requirements for the sale of a principal residence for any sales on or after January 1, 2016. If your home meets the principal residence exemption requirements, you still do not have to pay tax on the sale but are now required to report it.Read full article
Organ and tissue donation is one of the most powerful gifts. Donating an organ can save or prolong the recipient’s life. Organ donation from a single person can impact the lives of up to eight people while a single tissue donation can improve the lives of up to forty people.Read full article
You are on the hunt for a new home and as you are looking at listings, you come across several that have a separate suite. This suite might be in the basement, or it might be an addition to the home. It has its own entrance, kitchen, and washroom. These suites are commonly referred to as in-lawRead full article
Loaning money to a family member or a friend can be a tricky situation: a personal relationship exists between the parties, the borrower may have a sudden financial hardship, and the lender may have a strong desire to help that person. Generally, it is better to provide a gift of a smaller amountRead full article