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Estates & Trusts

Stewart McKelvey regularly acts for individuals, owner-managed and family businesses, trust companies, financial institutions and charitable entities on a wide range of estate and trust matters. We work in tandem with our clients’ other professional advisors to ensure a multi-disciplinary response to their needs.

Our team regularly advises clients in relation to:

  • Estate and tax planning
  • Estate administration and litigation
  • Asset protection
  • Charities and not-for-profit entities
  • Probate planning
  • Cross-border and international estate and trust planning

We provide our clients with strategic guidance and advice at all stages of the planning and administration process.

Our estate planning lawyers are experienced in tax to ensure our clients receive the best counsel possible on estate planning, business succession and trust and estate administration. We do everything we can to proactively create plans designed to avoid litigation.

We know, however, that there are times when disputes are unavoidable. Should matters become contentious, we will advance and defend claims involving challenges to wills and estates, claims under dependents’ relief legislation and similar matters.

Our experience:

  • Design and implementation of estate plans involving tax-planned wills with multiple trusts, advanced probate planning mechanisms and strategies to address potential future incapacity.
  • Administration of estates and trusts, and advice to executors, trustees, attorneys and guardians.
  • Tax-planned corporate reorganizations involving family trusts, holding companies and similar planning structures.
  • Contested estates and trusts claims, and related litigation involving estates, trusts and powers of attorney.

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Associated Lawyers

  • All
  • Charlottetown
  • Fredericton
  • Halifax
  • Moncton
  • Saint John
  • St. John's
Almon

Sarah M. Almon,
TEP

Associate

Halifax, N.S.

+1.902.420.3301

salmon@stewartmckelvey.com

Bursey
Mark Bursey

Mark Bursey,
TEP

Partner

Halifax, N.S.

+1.902.420.3371

+1.902.488.6751

mbursey@stewartmckelvey.com

Callahan

Tyler Callahan

Associate

St. John's, N.L.

+1.709.570.8825

tcallahan@stewartmckelvey.com

Coats

Madeleine Coats,
TEP

Associate

Halifax, N.S.

+1.902.444.8801

mcoats@stewartmckelvey.com

Connolly
Geoffrey Connolly

Geoffrey Connolly,
K.C., FEC, P.Eng.

Partner

Charlottetown, P.E.

+1.902.629.4515

+1.902.626.6244

gconnolly@stewartmckelvey.com

Corscadden

Sean Corscadden

Associate

Fredericton, N.B.

+1.506.443.0132

scorscadden@stewartmckelvey.com

Coxworthy

Paul Coxworthy

Partner

St. John's, N.L.

+1.709.570.8830

pcoxworthy@stewartmckelvey.com

Cruickshank
Jim Cruickshank

Jim Cruickshank

Partner

Halifax, N.S.

+1.902.420.3394

jcruickshank@stewartmckelvey.com

Delaney

Jahvon Delaney

Associate

Halifax, N.S.

+1.902.420.3327

jdelaney@stewartmckelvey.com

Dlugosch

Karl Dlugosch

Associate

St. John's, N.L.

+1.709.722.4270

kdlugosch@stewartmckelvey.com

Festeryga
Paul Festeryga

Paul Festeryga,
K.C.

Partner

Halifax, N.S.

+1.902.420.3302

pfesteryga@stewartmckelvey.com

Fraser
J. Andrew Fraser

J. Andrew Fraser,
K.C.

Partner

Halifax, N.S.

+1.902.420.3390

afraser@stewartmckelvey.com

Gartshore

Michiko Gartshore

Associate

Fredericton, N.B.

+1.506.443.0152

mgartshore@stewartmckelvey.com

Geldert

Zach Geldert

Associate

Charlottetown, P.E.

+1.902.629.4540

zgeldert@stewartmckelvey.com

Goodridge

Christopher Goodridge

Associate

St. John's, N.L.

+1.709.570.8836

cgoodridge@stewartmckelvey.com

Harnanan

Annelise Harnanan

Associate

Halifax, N.S.

+1.902.420.3382

aharnanan@stewartmckelvey.com

Jenkins

Charlotte Jenkins

Associate

Charlottetown, P.E.

+1.902.629.4538

cjenkins@stewartmckelvey.com

Kiley
Paul Kiley

Paul Kiley,
K.C.

Partner

Charlottetown, P.E.

+1.902.629.4536

pkiley@stewartmckelvey.com

Klohn

Matthew Klohn

Associate

Saint John, N.B.

+1.506.637.9230

mklohn@stewartmckelvey.com

Manuel

Iselle Manuel

Associate

Moncton, N.B.

+1.506.853.1958

imanuel@stewartmckelvey.com

Marr
Christopher Marr

Christopher Marr,
TEP

Partner

Saint John, N.B.

+1.506.632.2789

cmarr@stewartmckelvey.com

Matthews
Timothy Matthews

Timothy Matthews,
K.C., TEP

Partner

Halifax, N.S.

+1.902.420.3325

tmatthews@stewartmckelvey.com

McIsaac

Christena McIsaac,
CPA, CA

Partner

Halifax, N.S.

+1.902.420.3305

cmcisaac@stewartmckelvey.com

McMackin
Gerald McMackin

Gerald McMackin,
K.C., TEP

Partner

Saint John, N.B.

+1.506.632.2768

gmcmackin@stewartmckelvey.com

Morris

Julie Morris

Associate

St. John's, N.L.

+1.709.570.8824

jmorris@stewartmckelvey.com

Moss

Ryan Moss

Associate

Charlottetown, P.E.

+1.902.629.4554

rmoss@stewartmckelvey.com

Nicholson
Sara Nicholson

Sara Nicholson

Associate

Halifax, N.S.

+1.902.444.1758

snicholson@stewartmckelvey.com

Niedermayer
Richard Niedermayer

Richard Niedermayer,
K.C., TEP

Partner

Halifax, N.S.

+1.902.420.3339

rniedermayer@stewartmckelvey.com

Poirier

Danick Poirier

Associate

Moncton, N.B.

+1.506.383.2221

dpoirier@stewartmckelvey.com

Profit

Kate Profit

Associate

Charlottetown, P.E.

+1.902.629.4516

kprofit@stewartmckelvey.com

Sapiano

Andrew Sapiano

Associate

Charlottetown, P.E.

+1.902.629.4507

asapiano@stewartmckelvey.com

Seviour
Sean Seviour

Sean Seviour

Associate

Charlottetown, P.E.

+1.902.629.4519

sseviour@stewartmckelvey.com

Smith
Barbara E. Smith

Barbara E. Smith,
K.C.

Partner

Charlottetown, P.E.

+1.902.629.4514

+1.902.626.7481

bsmith@stewartmckelvey.com

Stetson

Graeme Stetson

Associate

Charlottetown, P.E.

+1.902.892.2485

graemestetson@stewartmckelvey.com

Wallace

Stuart Wallace

Associate

St. John's, N.L.

+1.709.570.8867 x58867

+1.709.691.5267

swallace@stewartmckelvey.com

Whelan

Allison Whelan,
LL.M (Tax)

Managing Partner, St. John's

St. John's, N.L.

+1.709.570.8897

awhelan@stewartmckelvey.com

Woycheshyn

Jason Woycheshyn

Partner

Halifax, N.S.

+1.902.420.3380

jwoycheshyn@stewartmckelvey.com

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