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Home > Our Services > Estates and Trusts

Estates and Trusts

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
  • Post-mortem tax planning and restructuring
  • Succession planning
  • Tax aspects of foreign trusts
  • Property held in foreign jurisdictions

We provide a full range of services to help clients in the complicated and time-consuming process of estate administration. As your professional and trusted advisor, a McInnes Cooper lawyer can act as your executor, trustee, and attorney, to ensure that your estate is settled efficiently and that ongoing trusts are administered with care.

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Representative Work and Testimonials

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…

Read More
Representative Work

Related Content

View All Publications View All News
  • Supreme Court of Canada Confirms No Retroactive Tax Planning Allowed

    Jul 12, 2022

    Lawyers and accountants advise clients on options for organizing their personal and business affairs in a tax-efficient way. Clients enter into…

    Read More
    Publication
  • 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…

    Read More
    Publication
  • 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…

    Read More
    Publication
  • 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…

    Read More
    Publication
  • 3 Key Estate Planning Considerations for Business Owners

    Oct 21, 2020

    For business owners, estate planning is directed at protecting the business’s legacy as well as the financial security of both family members…

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