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Estates & Trusts

Our experts understand that there is more to estate planning than just taxes. We know that maintaining family harmony and properly charting business succession plans are equally important.

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Overview

Proper planning with the right advisor can help ensure your estate is dealt with according to your wishes in the most tax-efficient manner. We have the expertise and decades of practical experience with estate planning and family business enterprises, and pride ourselves on providing a complete range of services for estates and trusts to protect your capital and reduce your long-term tax burden.

What We Offer

Customized estate planning

Probate fee planning

Mitigating double taxation exposure through post-mortem planning

Advising on charitable giving, including the use of private foundations

Advising on the use of trusts, including family trusts, alter ego trusts and spousal trusts

Assisting executors/executrix or trustees in the administration of estates and trusts

Date of death returns & other optional returns

Preparing trust income tax and information returns for trusts

Financial statements for estates & trusts

Tax Services Related Services

The tax landscape can be overwhelming to many. Our specialized consultants are adept at guiding clients through such daunting challenges, across industries. We have the resources and skills needed to help businesses of all sizes understand their tax needs, both locally and internationally.

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US Tax

Our team has tax expertise on both sides of the border and can assist with your US, Canadian, and cross-border tax questions.

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Tax Planning & Compliance

We can help you navigate the increasingly complex tax landscape to develop effective strategies and solutions that work for you and your business.

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