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Jesse Porter advises on all matters related to trusts, estate planning, estate administration, business succession, and related tax considerations.
High-net-worth individuals can depend on Jesse to achieve their estate planning goals using succession planning, multiple wills, trusts, and other tools to minimize taxes and provide estate and creditor protection.
He frequently advises parents of children who have disabilities. This includes utilizing the tools necessary to secure protection to ODSP and other government-related benefits. He also advises executors, trustees, attorneys for property and personal care, and beneficiaries of estates and trusts on a wide range of matters.
When acting for estate trustees, including estates that control businesses or business assets, Jesse advises estate trustees on the interpretation of wills, filing for probate, the roles and obligations of estate trustees, distributions to beneficiaries, estate trustee compensation, and passing of accounts. Jesse also assists executors in the efficient management of any business interest.
Furthermore, he prepares powers of attorney for property and personal care, wills, multiple wills, mirror wills, family trusts, insurance trusts, spousal trusts, alter ego trusts, and discretionary trusts.
Jesse gives pragmatic, detailed and results-oriented advice in a calm and friendly manner. His clients trust his professional and competent guidance and frequently recommend him to others seeking estate-related guidance.
