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.
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.