Estates, Wills & Trusts Advisory
Without meticulous tax and estate planning, intergenerational wealth transfers in Canada can trigger substantial deemed disposition capital gains taxes and Ontario Estate Administration Tax (probate fees).
Our Estates, Wills & Trusts practice works alongside estate planning lawyers and family offices to craft tax-efficient estate freezes, administer family trusts, and execute post-mortem strategies that preserve family wealth for generations to come.
Sector Capabilities
Estate Freezes & Intergenerational Transitions
Locking in the current value of business assets for the founder while passing future growth to the next generation or family trust on a tax-deferred basis.
Family Trust Governance & Annual Compliance (T3)
Preparing annual T3 Trust returns, managing schedule 15 beneficial ownership disclosures, allocating trust income, and planning for the 21-year deemed realization rule.
Post-Mortem Tax Planning & Pipeline Strategies
Implementing subsection 164(6) loss carrybacks and corporate pipeline strategies to eliminate double taxation upon the passing of a private company shareholder.