Practice Areas

Tax and Estate Planning

  • Business Structures
  • Incorporations
  • Partnerships and Partnership Agreements
  • Joint Ventures and Joint Venture Agreements
  • Co-ownership Arrangements
  • Family Business Structures
  • Tax-Deferred Corporate Reorganizations
  • Inbound Investment Structures
  • Outbound Investment Structures
  • Foreign Affiliates
  • Living (Inter Vivos) Trusts
  • Alter Ego, Joint Spousal and Spousal Trusts
  • Tax-Planned Immigration to Canada (Immigration Trusts)
  • Tax-Planned Emigration from Canada
  • Inheritances from Non-Residents (Granny Trusts)
  • Cross-Border Planning
  • Testamentary Trusts (Will Trusts)
  • Tax-Planned Wills
  • Alternatives to Wills
  • Avoidance of Wills Variation Act Claims
  • Intergenerational Wealth Transfers
  • United States Citizens living in Canada
  • Powers of Attorney
  • Representation Agreements
  • Shareholder Agreements
  • Buy-Sell Agreements

Estate Administration

  • Post-Mortem Tax Planning
  • Probating of Wills
  • General Estate Administration

Tax Litigation and Dispute Resolution

  • Audit Representation
  • Notices of Objections
  • Appeals to Tax Court
  • Defence to Tax Evasion Charges
  • Voluntary Disclosure (tax amnesty)
  • Canada Revenue Agency Requirements
  • Canada Revenue Agency Searches