Immigration, Wills and Estate Planning

1
Immigration, Wills and Estate Planning
By Russ Weninger Calgary Immigration Lawyer
2
Immigration
Assists clients with a wide variety of
immigration applications, including application
for permanent residency, sponsorship, work
permits, labour market impact assessments,
temporary resident visas, and study permits
3
A legal representative helps an immigration
client in the following ways

• provides immigration applicants with appropriate
  timeframe estimates for the various possible
  immigration options
• helps clients to determine their eligibility
  under the different immigration programs
• advises clients as to what steps they have yet to
  take to become eligible for immigration under the
  different immigration streams

4
A legal representative helps an immigration
client in the following ways

• advising clients of their rights and
  responsibilities in relation to the immigration
  process
• reviewing materials required for immigration
  applications, including documents prepared by
  governments and third parties
• accurately and thoroughly completing forms that
  are necessary for the immigration process
• communicating with Citizenship and Immigration
  Canada and various provincial governments on
  behalf of the applicant in situations in which
  special consideration is required

5
Wills and Estate Planning

• All about issues regarding will, trusts,
  beneficiary designations, powers of appointment,
  property ownership.

6
Wills and Estate Planning

• drafting of the will (or wills)
• enduring power(s) of attorney
• personal directive(s)

7
Important Information Required to Prepare a Will

• You have a second family or children from a
  previous relationship.
• You have minor children or other dependants.
• You own property jointly with another person.
• You have listed beneficiaries in an investment or
  life insurance policy.
• You hold property in the name of a corporation.
• You have a farm.
• There is anything else you think may be
  significant.

8
Witnesses for Wills

• - You must have two witnesses.
• - Witnesses must be adults (over the age of 18 in
  Alberta), and be of sound mind.
• - Witnesses must not be beneficiaries under the
  will.
• - Both witnesses must be present at the time the
  will is being signed.
• - If a witness does not know you personally, the
  witness should verify your identity by looking at
  picture identification, such as a driver's
  licence.
• - You and your two witnesses should also place
  your initials in the bottom right corner of each
  page of the will, except for the last page
  containing the signatures.

9

• In need of Immigration, Wills and Estate Planning
  Assistance?

10
CONTACT US

• [phone]
• russ_at_russweninger.com