Estate Planning

Succession Planning

Is it time to pass your wealth on to the next generation? We’re here to maximize your assets as you hand down the inheritance you’ve worked so hard to build.

When creating your estate plan, we’re focused on aligning with your goals. Do you want to transfer your business to family members, management or a third party? Do you want to form a trust for your minor children or relatives with disabilities?

Each decision comes with its own benefits and challenges. Considering the tax, legal and strategic implications, we ensure a successful shift for you and your people. From education to retirement, we can stipulate the exact terms for when and how your beneficiaries will receive funds.

Our lawyers are experts in ownership restructures, unanimous shareholder agreements and wasting freezes. We can also shape custom solutions for inter vivos trusts, estate freezes, assured income for the severely handicapped (AISH) trusts, prescribed rate loan trusts, alter ego trusts and joint spousal trusts.

Wills & Estate Administration

From wills to powers of attorney, personal directives and estate administration, we can help with all aspects of wealth preservation and wealth transition. We get to know your needs, along with the issues and opportunities you’re facing, ensuring you leave the kind of legacy for your family and business that you intend.

We would also be honoured to help during the difficult time of a loved one passing. Let us ease the challenges of your situation with our expertise in estate administration.

As we probate the will, we make the process as smooth and seamless as possible. Our experienced lawyers will help you administer the estate, enact the terms of the will and make tax payments.

Complicating factors are our specialty. We can craft solutions for difficult assets, minor and adult children, dependent spouses, disabled beneficiaries, trusts and corporate taxes.

If there is a conflict between family members, we can mediate a solution or represent you in court. We are highly experienced at post-mortem tax planning, which involves managing and minimizing the taxes of a deceased family member.