Tax + Estate Planning
Type of Work
This is a sampling of the types of Canadian, US and international tax and estate planning transactions and issues with which we have experience:
- Private client personal and estate planning
- Tax planning for family-owned businesses including succession planning
- Tax planning for start up businesses
- Tax planning for mature businesses
- Will drafting
- Cross-border transactions, including the use of joint ventures, and licensing
- Tax loss transactions
- Use of various vehicles, including trusts, to acquire US personal real property
- Testamentary and intervivos trusts
- Cross-border estate planning
- Cross-border will drafting
- Mergers and acquisitions
- Restrictive covenants
- Reorganizations, restructurings and financings
- Insolvency and debt restructuring
- Real estate transactions
- Flow through shares
- Public and private royalty trusts, income trusts and REITs
- Partnerships and joint ventures
- Private equity investment funds, venture capital and start-up companies
- Inbound and outbound investments
- Employment compensation
- Contractor compensation
- Equity-based compensation
- Offshore subsidiaries and trusts
- Asset protection trusts
- GST / HST
- Estate administration
- Elder law
- Resource taxation
- Tax disputes
- Tax compliance
- Negotiating with CRA auditors and appeals officers
- Disputes concerning taxation of particular corporate structures
- Voluntary disclosures with various tax administrators to correct past tax compliance errors
- Disputes concerning taxation of commercial transactions and agreements
- Disputes regarding taxation of particular industries
- Disputes involving GST / HST and withholding tax
- Estate and trust dispute resolution
- Appearing before the Tax Court of Canada, the Federal Court and the Federal Court of Appeal