We act for clients in Canada, the United States and many other jurisdictions to develop and implement comprehensive estate planning strategies that address the tax and non-tax aspects of intergenerational wealth transfer and business succession.

We focus on intricate domestic and international planning, combining our technical expertise with sensitivity to clients' unique circumstances and family concerns.  We work in conjunction with our clients' financial and other advisors and often co-ordinate and manage multi-jurisdictional arrangements.

Our services include the drafting of wills, inter vivos trusts and powers of attorney for personal care and property and other instruments relating to incapacity planning.  We are experienced in all aspects of the formation and reorganization of private companies and other investment vehicles.  Drawing on our tax and corporate law expertise, we advise on tax-effective estate freezes and private company shareholders' agreements that address both the transfer of economic benefit and corporate control among family members.  We also assist clients in achieving their philanthropic objectives in the course of their estate planning, including the establishment of charitable foundations and tax-effective donations to charity.  In addition, we draft marriage contracts and prenuptial agreements.

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