Trusts & Estates
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
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?
- Trust and estate tax returns
- Detailed trust and estate accounting
- Representation before the CRA