Trusts & Estates

Dickson CPAs

Our estate services are built around taking care of the entire process from effective estate planning, filing the deceased’s final tax return, filing estate tax returns if required, to obtaining clearance for the estate. We understand that a death of a friend or family member is a difficult time so we take care of the compliance requirements so you don’t have to worry about it.

In addition to estate services, we also provide strategic planning services utilizing trusts. Whether the objective is tax minimization, asset protection, privacy, or reducing probate fees, implementing a trust can be an important element of your business, retirement, or estate plan.

The integration between our trusts and estate services, our business and individual tax services, and our family office services helps us create more efficient corporate structures and enhances our estate and succession planning.

How can I pass on my wealth the most tax efficient manner?

Comprehensive Estate Planning

  • Multi-generational planning strategies
  • Tax and probate fee minimization
  • Cash flow models

Should I be using trusts in my corporate structure or estate plan?

Executing and Maintaining Trusts

  • Asset protection
  • Tax and probate fee minimization
  • Privacy concerns

What are the filing requirements for trusts and estates?

Tax Compliance

  • Trust and estate tax returns
  • Detailed trust and estate accounting
  • Representation before the CRA

Individual Services

Personal tax returns and much more. Learn how we can help you save.      

Business Services

Strategic planning individually customized for each client.         

Family Office

Sleep well knowing your finances are being handles by professionals.