Tax + Estate Planning

We’re about saving you tax. Not taxing your savings. Count on our knowledge and experience to minimize your tax and maximize your assets.

Our team of tax lawyers is practiced in the implementation of effective tax strategies in both Canada and the U.S. In fact, Dennis Nerland, our tax partner, is one of the most respected and trusted advisors in Canada.

Highlights

Our tax lawyers are able to design, plan, initiate and execute a full package of services that will minimize tax, optimize financial benefits and preserve assets in the most efficient way possible.

We represent billions of dollars under active trust management. And we are able to provide Canada/US cross-border tax planning services.

Clients

Our Tax + Estate Planning team represents a diverse range of clients including:

• High net-worth individuals (both their personal interests and their business interests)
• Owner-managers of successful businesses
• Private trusts and estates
• Major publicly-traded companies
• Accounting firms
• Other law firms
• US citizens living in Canada
• Foreign investors in Canada and the US
• Canadian companies expanding abroad including to the US
• US companies expanding to Canada
• Governments and their agencies
• Charities and not-for-profit associations