Civil Law · Ontario, Canada
Lawyer · Pallett Valo LLP · Mississauga
Wills, Estates and Trusts Group Head Craig Ross specializes in complex and high conflict wills and estates, representing business owners, professionals, high-net-worth individuals, blended families, families with children with disabilities, and individuals and families dealing with discord.
In complex estate planning cases, he works closely with clients and other professional advisors to develop customized estate plans that give maximal effect to his clients’ intentions. These could be identifying and dealing with responsibilities to spouses, common-law spouses, and other dependants; developing creative solutions to give effect to special intentions regarding certain beneficiaries or estate property; and making use of trusts and other tools to provide estate protection, creditor protection, and income tax and probate planning as circumstances require.
Craig is regularly called on to advise business owners on appropriate business structures and strategies to achieve their goals related to the succession of businesses and the death of business owners. He has significant expertise in the use of family trusts for business succession and other purposes.
Furthermore, Craig has significant experience assisting families with children who have disabilities. This includes educating parents on the planning required to protect ODSP benefits for their children and utilizing the legal tools to secure this protection, advocating on behalf of families when beneficiaries’ ODSP benefits are at risk, and representing families where court-ordered guardianship is required to care for their loved ones. He is a director of Community Living Mississauga and sits on their Rights Review Committee.
In addition, Craig has a robust estate administration and litigation practice providing efficient, cost effective and expert advice to estate trustees in everyday probate and estate administration work.