A well-crafted estate plan will set the foundation for a smooth transition between spouses and from one generation to the next.
Effective estate planning involves many legal and financial intricacies. We work to ensure you avoid hazards such as the risk of additional claims on an estate, as well as possible savings of income tax and estate administration tax (formerly known as probate fees).
Our well-respected wills and estate law team are also tax lawyers, and they will work closely with you and your accountant to ensure your business and personal objectives are achieved. We work to ensure the tax efficient passage of wealth to your family, charities and other beneficiaries of your estate.
Our services include everything from preparing wills and trusts, to drafting powers of attorney for property and personal care, creating trusts, advising on and implementing estate freezes, divisive reorganizations (also known as “butterfly” reorganizations or transactions), establishing and registering private family foundations for charitable giving, as well as minimizing taxes on death.
As tax lawyers running an entrepreneurial business ourselves, we take pride in helping our many small and large business clients survive generational changes, keep family harmony and reduce tax exposure.
Please contact our wills, trusts and estate planning lawyers for tax planning advice before unexpected events lead to unnecessary taxes on death and a potential distribution of your estate that is not in accordance with your wishes.