Estates and Trusts |McInnes Cooper

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Our Services

Estates and Trusts

Lawyers

From the development of wills and trusts, to complex international and offshore strategies, our Estates and Trusts lawyers work with everyone from individuals to large corporate clients to ensure their families are protected and their long-term objectives are met in the most efficient and tax-effective manner. We design and implement a variety of estate and trust strategies to minimize tax and creditor risk, protect the privacy of our clients, and provide for an efficient transfer of wealth to intended heirs.

Among the many areas where we can advise you are:

Appropriate uses of life insurance
Complex wills, family trusts, alter ego, joint partner and other trusts
Establishing private foundations
Establishing trusts for owners of family-run businesses
Estate freezing
Estate and Trust administration
Post-mortem tax planning and restructuring
Succession planning
Tax aspects of foreign trusts
Property held in foreign jurisdictions

What you need to know about testamentary trusts or tax-planned wills.

Punitive Impact of Proposed Changes to Taxation of Testamentary Trusts

June 13, 2013

On June 3, 2013, the Federal Department of Finance released its consultation paper on the taxation of testamentary trusts, and of pre-1971 grandfathered inter-vivos trusts. The proposed changes will substantially limit the tax planning options available to Canadians upon death – with a punitive impact on many families. The most significant proposed change will see

Jessica Lyle on CBC Maritime News — Why you need a will? January 22, 2013

January 24, 2013

Jessica Lyle, Associate in our Halifax office, is a guest on CBC Maritime Noon on January 22, 2013. She discussed tips on estate planning and developing a will and took calls from listeners. CBC Maritime Noon is a one-hour radio program devoted to developing stories in the region.   Jessica practices in the area of Estates and Trust Planning.