Nicco Bautista is a lawyer at BMO Wealth Management in Vancouver, where he prepares estate plans for clients. The plans, which include wills and trusts, balance business and tax planning, estate and family litigation exposure, and other complex issues such as charitable giving and planning for family members with special needs. He previously practiced as a wealth management lawyer with Fasken, where he prepared estate plans, assisted clients on estate administration matters, and assessed estate accounts on behalf of beneficiaries.
Nicco has contributed to
- A Death in Your Family
- Can a beneficiary transfer assets directly to a person not named in the will?
- Can a will be redacted to protect the privacy of beneficiaries?
- Do I need to probate a will in BC if the deceased was a Canadian living in the US as a permanent resident?
- I want to buy a home from an estate sale. How will this affect the purchase?
- In an insurance policy, can a person's estate be named as the beneficiary?
- In my parents' wills, can they name me as their executor if I don't live in Canada?
- My spouse died, leaving more debts than assets. As executor, what should I do?
- Our museum received a large charitable bequest with no strings attached. How can we use it?
- To be appointed under a power of attorney for someone who lives in BC, do I need to live in the province?
- What can a beneficiary under a will do to speed up the process of distributing the estate?