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