Trusts can provide a wide variety of planning opportunities to address anything from tax planning opportunities to family law issues, passing wealth from one generation to the next, protecting vulnerable family members and protecting family relationships.
Our trust lawyers are experts in a wide variety of trusts that can help you achieve your goals including: inter-vivos trusts, family trusts (for income splitting and maximizing access to capital gain exemption), foreign property trusts, housing trusts, bare trusts, Henson trusts, alter ego trusts, joint partner trusts, spousal trusts, and insurance trusts.
The administration of trusts can be complex and overwhelming. Trusts are often subject to convoluted legal and procedural rules that must be dealt with carefully in order to ensure assets are protected, taxes are minimized, cross-border issues addressed, and minors as well as disabled family members are provided for.
The trusts and estate planning team at CCSB is a multidisciplinary group of business, tax and estate planning lawyers who have effectively worked with clients ranging from individuals and families to small businesses, large corporations, accountants and financial planners to ensure that their wishes for their estates are realized.
Our trust lawyers have decades of experience relating to the recommendation, implementation, administration and taxation of trusts.
As a recognized leader in trust and tax planning we have established connections that help expedite drafting Canadian and U.S. trusts that plan for assets located in Canada and the United States and withholding tax for beneficiaries in multiple jurisdictions. Our trust lawyers and tax planning lawyers are experienced at creating tax-effective trusts that will maintain family harmony and achieve your tax-efficient business goals.