Wills and Estates

Post-Mortem Tax Planning


We regularly act on behalf of executors and trustees to analyze the assets of the estate and recommend tax planning strategies that may be available. Where the estate includes shares of a private corporation, there may be post-mortem tax strategies that can be applied to minimize negative tax consequences to the estate, thereby maximizing returns to the estate and its beneficiaries. 

Post-Mortem Tax Planning Team

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