Dorothy Hagel, LL.B./JD, CFP®, is a lawyer whose practice focuses on all aspects of estate matters, including estate planning, administration and litigation. Dorothy Hagel provides clients with sound and practical advice, while assisting them with the preparation and implementation of their estate plans or representing their interests in court.
Ms. Hagel sponsors community events and partners with other professionals to educate the public and the financial planning community on estate planning and advocates the importance of planning for one’s own legacy.
Ms. Hagel is known for providing regulatory compliance consulting for financial services professionals, and defends those who face disciplinary proceedings and regulatory enforcement actions.
PROFESSIONAL SERVICES
LITIGATION
Representation of parties involved in legal actions in the Court of Law (civil claims).
ESTATES
Succession planning for individuals, families and business owners; Estate administration; Representation for Estate Trustees and Beneficiaries in legal actions:
• Estate Planning
• Wills
• Trusts
• Power of Attorney
- Property
- Personal Care
• Estate Trustee
• Executor Services and Support
• Probating of Wills
• Estate Administration
• Will Challenges
• Litigation
COMPLIANCE ASSISTANCE (dealers and advisors)
Matters involving the financial services industry regulatory compliance:
• Compliance Manuals
• Policies and Procedures
• Compliance Audits
• Continuous Education
• Legal Representation
- Regulatory Investigations
- Enforcement Actions
There for you… every step of the way
Member Since: 2012