Estate Planning

We work closely with professional advisors to develop an estate plan that follows the personal objectives of our clients. We implement a variety of vehicles such as tax-planned trusts and wills to minimize tax consequences on death, including the reduction of estate administration taxes. We are experienced in the complex issues relating to business succession planning and ongoing wealth transfer. Clients rely on us for estate freezes and corporate reorganizations to minimize Canadian and U.S. estate taxes.

We represent and advise estate trustees, beneficiaries, surviving spouses and other family members on the administration of the estate. We provide tax planning advice for the estate and its beneficiaries.

Areas of Practice Include:

  • Wills
  • Powers of Attorney
  • Succession and Tax Planning
  • Family Trusts
  • Estate Administration
  • Corporate Reorganizations

Key Contacts:

James T. Morrow