Estate Planning & Administration

  • 21-year deemed disposition planning for trusts
  • Planning to minimize tax on death
  • Post-mortem tax planning
  • Probate planning
  • Use of testamentary trusts in will planning
  • Use of trusts to acquire certain foreign assets
  • Use of trusts to assist in asset optimization planning
  • Use of trusts to assist in succession planning
  • Will and succession planning for Canadians who hold international assets
  • Will planning for Canadians who are US citizens
  • Providing support for estate litigation cases
  • Double taxation avoidance
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