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145 King Street West, Suite 2200 | Toronto, Ontario | M5H 4G2 | 416 362 3711

Estate and Succession Planning

Estate planning is an important element of both the income tax planning and testamentary planning process. We can review investment goals and objectives both, to increase your income and wealth from a tax planning perspective and to analyze what effect proposed changes will have on your estate and the amount of tax that will become due on death. We can suggest ways clients can reduce the tax impact on their estates, maximizing the amount available to beneficiaries. Various strategies are available to individuals to compensate for taxes that estates will face. 

Expertise

  • Family or discretionary trusts
  • Guardian appointments
  • Incapacity planning
  • Planned giving  - advice on the creation of foundations and trusts
  • Powers of attorney
  • Probate planning
  • Shareholders’ agreements
  • Succession planning
  • Tax
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