Personal Tax & Estates
Goodmans’ Personal Tax & Estates Advisory Group offers practical and comprehensive advice on the issues surrounding personal wealth management. We work with our clients and advisors to understand unique values and needs, and to tailor a sophisticated plan to achieve wealth management objectives.
Where clients’ personal and business affairs merge, we offer comprehensive, cost-effective and seamless advice and solutions partnering with Goodmans’ specialists in taxation, insurance and business law. Through our global network, we have access to international expertise to provide cross-border and international planning advice. As a member of the World Law Group, we have the ability to expand our legal teams by working with the best suited and most capable counsel in local jurisdictions throughout Canada as well as internationally.
Estate Planning and Personal Tax
Our lawyers have extensive experience in all aspects of estate planning. We assist our clients with issues relating to estate planning, trusts, tax and probate planning, financial management, asset protection and domestic contracts.
Your estate planning needs are unique and may be complex. We have the insight and knowledge to develop an estate plan that is right for you based on your values and objectives.
Our specific areas of expertise include:
- Wills, Powers of Attorney, and Trusts, including Alter-Ego, Joint Partner, Family, and Property Trusts
- Tax-Planning for Individuals and Family Businesses
- Estate Freezes
- Transition and Succession Planning
- Family Office Support
- Cross-border and International Planning
- Family Law Planning, including Cohabitation and Marriage Agreements
- Charitable Giving, including the establishment of Private Charitable Foundations
Estate Administration and Litigation
In addition to estate planning, we also assist clients with estate administration and litigation. The administration of estates and trusts involves not only numerous legal and financial intricacies, but our clients’ values and hopes for their families’ futures. In one of the most complex and challenging areas of the law, we offer experience and expertise, compassion and sensitivity.
Estate planning can involve a variety of sensitive family situations, and we excel at working with our clients in this highly sensitive area. Acting for estate trustees, substitute decision makers, beneficiaries, dependants and claimants, we assist our clients with:
- Filing of Application for Certificate of Appointment of Estate Trustee (“probate”)
- Assisting Estate Trustees in their duties
- Post-Mortem Planning
- Preparation of Accounts for Estates and Trusts
- Estate Litigation
- Will or Trust Interpretation
- Jurisdictional Issues/Cross-border and International Estates
Goodmans is a recognized leader in the fields of Estate Planning, Personal Tax, Estate Administration and Litigation. Members of our Personal Tax & Estates Advisory Group belong to professional bodies such as the Estate Planning Council (EPC), the Society of Trust and Estate Practitioners (STEP), and the Canadian Tax Foundation and have been recognized in leading national and international ranking publications including Chambers Global, Who’s Who Legal: Canada, The Best Lawyers in Canada and Lexpert.