Estate Planning

Estate Planning & Tax Strategy

Effective estate planning is more than drafting a will—it’s about protecting your assets, minimizing tax burdens, and ensuring your legacy is passed on according to your wishes.

Integrated Estate Services

As tax lawyers, we help individuals and business owners design estate plans that account for the complex interplay between the Income Tax Act, provincial estate laws, trust law, and CRA policies.

  • Structuring wills and dual wills for probate efficiency
  • Tax-efficient wealth transfer (estate freezes, trusts)
  • Planning for the deemed disposition of assets on death
  • Business succession planning and shareholder agreements
  • Cross-border estate planning for international ties

Key Planning Strategies

Trusts (Inter Vivos & Testamentary)

Strategically transfer assets and manage tax liabilities for beneficiaries.

Estate Freezes

Defer capital gains tax and transfer future asset growth to the next generation.

Deemed Disposition Planning

Minimize the significant capital gains tax that arises upon death.

Secure Your Legacy

Whether your goal is to reduce tax exposure, maintain family harmony, or ensure a smooth business transition, we provide legal strategies tailored to your unique situation. Contact us to secure your legacy.