Innovative Tax Planning Tailored to the Situation


Estates and trusts are valuable tools for tax planning purposes and facilitate the transfer of wealth between individuals, often family members.

 

  • Our tax team is well-versed in the specific regulations unique to estates and trusts, and advises clients in various areas, including:

    • Estate freezes
    • Minimization of probate fees and alter-ego trusts
    • Post-mortem planning
    • Testamentary trusts
    • Inter Vivos trusts
    • Spousal trusts
    • Non-resident immigration trusts
    • Alter ego trusts
    • Joint spousal trusts
  • Estate and Trust Planning