We Are Committed to Providing High-quality Legal Services to Our Clients in Brantford

Thank you for taking the time to review and/or complete the resources assembled here.
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Disclaimer: The material provided and linked from this page is provided without warranty and is intended only to provide broadly applicable information. No material provided herein should be considered legal advice. We recommend that you seek expert legal advice relating to your own unique situation.

Resources:

Henson Trusts vs. RDSPs (Registered Disability Savings Plans) Seminar Handout (148KB PDF)

Response Forms

Estate Planning Questionnaire, New Clients, Single (286KB PDF)
Estate Planning Questionnaire, New Clients, Couple (286KB PDF)

Estate Planning Questionnaire, Return Clients, Single (237KB PDF)
Estate Planning Questionnaire, Return Clients, Couple (286KB PDF)

We look forward to reviewing your completed questionnaires with you when we meet.

Online Articles

Spousal Trusts: How to Protect Both Your Spouse and Your Children (60KB PDF)

Death and Taxes: You Can't Escape But You Can Minimize Impact (1.1MB PDF)

Announcements

• The staff and clients of McIntosh & Pease continue to mourn the passing of Robert G. S. McIntosh, who passed away on March 14, 2015. We miss him.
• April 9, 2013: Ted Pease spoke to members of the Cambridge Law Association on Wills, Trusts and Estates' Issues
• May 2, 2012: McIntosh & Pease attended the 2012 CARP Senior Resources Fair in Brantford
• January 1, 2011: McIntosh & Pease moved to larger offices in the same building in Brantford
• September 9, 2010: Ted spoke to the Kiwanis Club of Brantford on Wills and Powers of Attorney
• September 8, 2010: Ted spoke to members of an investment club at the Taylor Place Seniors Centre in Toronto on testamentary trusts
• May 18, 2010: Ted spoke to the members of AVOCIS, the local financial advisor organization in Brantford, on spousal trusts and Mutual Wills, trusts for children and grandchildren and insurance trusts
• February 5, 2009: Ted spoke to members of Community Living Brant and their families on the difference between Henson Trusts and Registered Disability Savings Plans
• January 27, 2009: Ted presented an Estate and Succession Planning Seminar to clients of TD Waterhouse Private Client Services, North York and discussed Wills and Powers of Attorney, minimizing probate fees and taxes, trusts, multiple wills and problems with jointly held assets
• January 26, 2009: Ted spoke to the members of the CMHA Alternatives Program in Brantford on the importance of Wills and Powers of Attorney
• November 13, 2008: Ted spoke to the residents of Hardy Terrace, a retirement home in Mount Pleasant, and their family members, regarding Wills, Powers of Attorney, Trusts for children and grandchildren and the importance of choosing the right Executor and Attorneys for Property and Personal Care
• May 26, 2008: Ted presented a seminar for clients and potential clients of Beckett Glaves Funeral Home in Brantford on Wills and Estate Planning
• April 2, 2008: Ted Pease presented an Estate Planning Seminar to sales associates of Sun Life Financial in Brantford and discussed Wills and Powers of Attorney, minimizing probate fees and taxes, trusts, multiple wills and problems with jointly held assets
• The Business Link Brantford has published an article by Ted Pease on minimizing the impact of taxes on your estate through the proper use of Trusts, Estates and Wills . (January 24, 2008)
• On November 26, 2006 The Law Society of Upper Canada appointed Ted Pease as a Certified Specialist in Estates and Trusts Law. Ted was the 24th so appointed and the first in Brant County. (November 24, 2006)

For Specific Legal Advice

For specific legal advice, or if you would like to suggest an additional resource, please feel free to arrange a meeting, or contact us by phone or by email.