Estate Planning

Our estate planning team ensures that all of your assets are distributed in the most efficient and effective way.

IS YOUR ESTATE FREEZE STILL EFFECTIVE?

Segal’s Andrew Shalit details CRA’s new position that can have an effect on your estate freeze.

ESTATE PLANNING ADVICE

We provide advice on a range of estate planning matters including the following:

  • Ensure a smooth continuity of business leadership to the next generation
  • Design a plan to meet important objectives and minimize current and future income taxes
  • Consider the effective use of life insurance
  • Provide advice on will planning
  • How to minimize probate taxes
  • Trust planning
  • Avoiding family disputes
  • Preparing for contingencies
  • How to minimize US estate and gift tax