Our estate planning lawyers ensure that our clients are prepared for the future and the many complex legal, financial and personal intricacies that can trigger taxes and fees, split families, leave elderly or minor dependents without the care they need and generally lead to disorder in your family and business.
When a business is involved, we work closely with our clients to ensure that succession planning happens smoothly and that the estate addresses their sensitive personal and business concerns while maintaining family harmony. This can include everything from drafting shareholder agreements, partnership agreements and other legal agreements setting out what will happen on the death, disability or retirement of one of the partners or shareholders, to the drafting of wills, trusts and powers of attorney to give effect to such agreements. The planning may also involve a corporate reorganization to ensure a seamless transition on death.
Estate planning lawyers at CCSB also routinely assist with cross-border issues such as a Canadian resident with a residence in the U.S., a couple where one or both spouses is or are a U.S. citizen(s) who reside in Canada, or Canadian residents with children outside of Canada on how to best structure their estate. Some of our clients have intricate and occasionally exceptionally multifaceted financial arrangements, often involving cross-border accounts and assets. These situations require discreet but expert, pragmatic guidance for achieving their estate plan.
CCSB works extensively with accountants and financial planners, advising families, small businesses and owners of multinational corporations on personal and corporate estate tax planning.