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Estates & Trusts
Our experts understand that there is more to estate planning than just tax. We know that maintaining family harmony and properly charting business and family succession plans are equally important.
Overview
Proper and timely planning with the right advisor can help ensure your wealth is dealt with in the most tax-efficient manner. Amongst our team of experts, we have decades of practical experience with estate and succession planning for high-net-worth individuals, families and businesses. We work to protect your legacy, understand your unique goals, and reduce your long-term tax burden.
We believe in a “one firm, one team” approach, where we collaborate closely with our experts, including our valuations and accounting teams to provide holistic expertise based on your unique objectives.
What We Offer
Personalized estate planning
Mitigating double taxation exposure through post-mortem planning
Advising on the use of trusts, including family trusts, alter ego trusts and spousal trusts
Assisting executors/executrix/trustees in the administration of estates and trusts
Dispute and litigation assistance
Trust income tax and information return preparation
Probate fee planning
Advising on tax implications of wills and granting of power of attorney
Advising on philanthropy and charitable giving, including the use of private foundations
Fiduciary accounting assistance to ensure accurate books and records are maintained and reported
Date of death returns and other optional returns
Financial statement preparation
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.
Canadian Tax
Our skilled tax advisors 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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Business Valuations
We are well versed in providing independent, objective and expert business valuation services for a number of purposes such as tax and transaction pricing.
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Cross-Border & 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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