As part of our tax advisory services, CCSB offers in-depth estate planning - including the preparation of wills, powers of attorney and personal trusts – that can meet a variety of needs.

As lawyers with a focus on tax matters, we enjoy planning to minimize income tax, estate administration tax and to deal with complex cross border problems. We’re also quite knowledgeable when it comes to estate planning for family owned businesses and work closely with our clients to develop succession plans for family businesses that address their sensitive personal and business concerns as well as maintain family harmony.

For individuals and families dealing with inherited wealth, CCSB offers services such as establishing charitable foundations, planning to minimize income tax and income splitting among family members. We also work with individuals to structure tax effective investment vehicles and advise on the use of domestic and foreign trusts.

CCSB has assisted many clients with cross border issues in their estate planning including those with U.S. citizenship or dual residence. As well, we have helped immigrants to establish trusts prior to immigrating to Canada and have assisted in winding up offshore structures in an efficient and tax effective manner.