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Home > Our Services > Private Clients

Private Clients

KEY SECTOR TRENDS

  • Changing of the Guard in influential nations a possible leading indicator of business & tax policy amendments
  • Aging workforce and the impending shift of generational decision power
  • Market volatility and instability leading investors to seek alpha from tax planning strategies

LEGAL RAMIFICATIONS

  • Regulatory awareness and insight required to attribute the complexity of business and investment structures
  • Increased need for legal advice pertaining to the purchase and sale of businesses as Boomer generation exits the workforce
  • Growth of trust/estate/tax planning and related demand for legal services resulting from aging population and weak market performance

WHAT WE KNOW

Value, as defined by many private clients, has little to do with monetary worth and everything to do with the long term, well-being and lifestyle satisfaction of their loved ones. Understanding the rudiments of such value is the first step toward successfully implementing a sound strategy for business longevity & succession, capital preservation and legacy sustainability.

In the face of mundane, economic uncertainty and broad-spanning political instability, private clients continue to seek legal, financial and practical business insight to grow and protect the success they have worked so hard to establish and accumulate. Confidence in the management of and guidance through such integral business and personal affairs is paramount and a mandatory qualification of prospective private client partners.

ADVANCING THE LEGAL INDUSTRY

At McInnes Cooper, we believe in playing an active role in the advancement of our private clients’ needs—both from a business and personal standpoint. As such, we believe our responsibility extends beyond providing basic, legal advice—we are your true advocates and we fulfill this role in the most literal sense.

Our team of private client lawyers exist to grant you peace of mind and confidence in the management of all legal matters. Using a proven, seamless approach to servicing all aspects pertaining to private business and personal legal administration, the lawyers at McInnes Cooper are proud to serve as your strategic planning partners.

OUR LEGAL EXPERTISE

Private Business

  • business/tax/succession planning
  • employee agreements
  • purchase and sale of business
  • family business dispute resolution
  • investment structuring

Private Personal

  • family charities & philanthropy
  • domestic/international estates & inheritance
  • executorships & executor advice
  • estate planning/administration
  • trust & estate litigation & dispute resolution
  • incapacity & elder law
  • trusts, settlements & foundations
  • real estate
  • tax planning
  • private wealth transactions
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Representative Work and Testimonials

Judicial Review of Veterans Review and Appeal Board Decision

On January 18, 2019, the Federal Court of Canada set aside a decision of the Veterans Review and Appeal Board (VRAB) to deny the disability…

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Representative Work

McCorkill v. Streed, Executor of the Estate of Harry Robert McCorkill (aka McCorkell), Deceased (2016)

On June 9, 2016, the Supreme Court of Canada dismissed an application for leave to appeal a New Brunswick decision invalidating an NB man’s…

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View All Publications View All News
  • Underused Housing Tax Act: Non-Resident Non-Canadian Reporting Obligations

    Jan 19, 2023

    By April 30, 2023, some non-resident non-Canadians are required to report and pay taxes owed under the Canada’s new Underused Housing Tax Act,…

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  • Estate Planning: Two Trust Solutions

    Feb 12, 2021

    Estate planning is a customized process; the goal is to create a plan that’s best for a person’s unique situation. And while all estate…

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  • China – Canada Connections: Estate Planning Obstacles & Opportunities

    Feb 12, 2021

    An ever increasing number of people originally from China now reside in Canada. It is more important than ever to recognize and understand the…

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  • Expedite Entry of Foreign “Essential” Workers to Canada: 10 Essential Tips

    Dec 10, 2020

    The current state of closed Canadian borders and stringent travel restrictions in efforts to contain the COVID-19 pandemic is likely to be the…

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  • New Trust Reporting Requirements Effective for 2021 Tax Year

    Dec 7, 2020

    All trusts that continue to be in effect past December 31, 2020, will be subject to new reporting requirements and harsh non-compliance…

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