Immigration, Wills and Estate Planning - PowerPoint PPT Presentation

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Immigration, Wills and Estate Planning

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Russ Weninger is a Calgary estate planning lawyer who can help with any of your estate planning needs. Call (403) 303-3208 to speak with Russ today! – PowerPoint PPT presentation

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Title: 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
  • (403) 265-4496
  • russ_at_russweninger.com
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