Estate Planning

Estate planning is critical to effectively preserve wealth and pass it on to the next generation. We think out of the box. Where engaged in developing an estate plan, we: prepare a summary of the client’s major assets and liabilities, and evaluate the tax consequences involved in passing those assets to the next generation; understand…

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Family Trusts

We have a variety of techniques for setting up income-splitting arrangements using trusts. These include structures where investment income and capital gains are realized by family members who have little or no income and multiplying access to the capital gains exemption. A trust can have a variety of other uses such as asset protection, maintaining…

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Trust and Estate Taxation

The area of trusts and estates is complex, with many opportunities for tax planning. These opportunities include minimizing tax through income splitting; planning for deferral of capital gains and passing wealth to the next generation; minimizing taxes on death through the use of special elections; evaluating certain non-resident strategies to “export” the trust to a…

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