Tax Law

Estate
Planning

Reach your estate planning goals with leading edge relational and technical financial solutions.

Highlights

Our tax professionals are leaders in this field. We offer practical and comprehensive advice on the issues surrounding estate planning.

We help you focus on planning for wealth accumulation, wealth distribution and wealth protection as well as succession planning and governance. Issues relating to estate planning, trusts, estates, tax and probate planning, financial management, asset protection and domestic contracts are all handled with the highest degree of professionalism and business acumen.

We also provide advice on estate administration and litigation. We act for executors, trustees and beneficiaries, including charities, heirs and dependants.

Our lawyers are known for their sensitivity in handling the personal and family issues that often arise in estate planning and administration. To best serve our clients, we are careful to continuously educate ourselves in this fast-evolving practice.

We have experience in:

  • Private individual estate planning
  • Will drafting
  • Testamentary and inter-vivos trusts
  • Cross border estate planning
  • Cross border will drafting
  • Real estate transactions
  • Estate administration
  • Tax disputes
  • Tax compliance
  • Appearing before the Tax Court of Canada, the Federal Court and the Federal Court of Appeal

Clients

  • High-net-worth individuals (both their personal interests and their business interests)
  • Owner-managers of successful businesses
  • U.S. citizens living in Canada
  • Foreign investors in Canada and the U.S.