Personal Tax Planning

Estate Planning

Preserving your wealth and ensuring things are handled when you’re gone is an important part of your legacy. Our team of Canadian tax lawyers and Chartered Professional Accountants provide peace of mind with comprehensive tax strategies for estate and trust planning, business succession planning, and estate administration. Estate planning and administration includes:

• 21-year deemed disposition planning for trusts
• Planning to minimize tax on death
• Post-mortem tax planning
• Probate planning
• Use of testamentary trusts in will planning
• Use of trusts to acquire certain foreign assets
• Use of trusts to assist in asset optimization planning
• Use of trusts to assist in succession planning
• Will and succession planning for Canadians who hold international assets
• Will planning for Canadians who are US citizens
• Providing support for estate litigation cases
• Double taxation avoidance