Geoffrey W. White Law Corporation – Kelowna, BC

Leading Estate and Tax Law Expertise

Geoffrey W. White Law Corporation is a distinguished boutique law firm in Kelowna, British Columbia, dedicated exclusively to the practice of estate planning, administration, and tax law. Founded by Geoffrey W. White, K.C., a lawyer with over 25 years of experience, the firm operates out of a charming heritage office in the South Pandosy district. Mr. White is a recognized leader in the legal community, serving as an editor for British Columbia’s probate practice manual and holding the designation of King’s Counsel. If you need to hire an estate lawyer who can handle complex wealth transfer strategies and tax planning with the sophistication of a large city firm but the comfort of a local office, this firm is an exceptional choice.

Advanced Wills and Estate Planning

Standard wills are often insufficient for modern families. Geoffrey W. White Law Corporation specializes in creating comprehensive estate plans that address the unique needs of business owners, blended families, and individuals with significant assets. They expertly draft wills, family trusts, and alter ego trusts to minimize probate fees and taxes. A key area of their expertise is disability planning, where they structure Henson Trusts to protect the inheritance of beneficiaries with disabilities without jeopardizing their government benefits.

Tax Planning and Charity Law

The firm provides strategic advice on the intersection of estate law and taxation. They help clients implement tax-efficient strategies for transferring wealth to the next generation or to charitable causes. Mr. White has assisted in arranging over $100 million in charitable gifts, ensuring that donors maximize their tax credits while supporting the community. Whether dealing with cross-border assets or corporate reorganizations for succession planning, their tax lawyers offer practical solutions.

Probate and Estate Administration

When a loved one passes away, the administrative burden can be overwhelming. The firm guides executors and trustees through the probate process, from filing court documents to distributing assets. They handle complex estate accountings and advise on legal duties to prevent personal liability for the executor. In cases where disputes arise, they provide counsel on estate litigation matters, including wills variation claims.

Elder Law and Incapacity Planning

Protecting one’s autonomy during aging is a priority. The firm drafts robust Powers of Attorney and Representation Agreements to ensure that financial and health care decisions are managed by trusted individuals if incapacity occurs. They also assist with committeeship applications when a loved one can no longer manage their own affairs.

Heritage Office Setting

Located in a beautifully restored heritage home on Glenwood Avenue, the office provides a warm and welcoming environment, distinct from the sterile atmosphere of typical corporate towers. This setting reflects the firm’s commitment to personalized, compassionate service.