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Estates and Trusts

Our extensive tax experience in the Estates and Trust field allows us to help ensure that the many unique tax opportunities and intricacies that exist with respect to estates and trusts are provided for in the following areas:

• Post Mortem Tax Planning (minimizing taxes to beneficiaries)
• Family Trust Planning
• Spousal, Alter Ego and Joint Partner Trust Planning
• Tax Returns for Deceased Taxpayers
• Trust and Estate Tax Return Preparation

Post-Mortem Tax Planning (minimizing taxes to beneficiaries)

Various opportunities are available to an executor of an estate to maximize the estate's value through tax minimization. This planning is particularly relevant for an estate that holds appreciated shares of a private company for which a double tax exposure to the estate's beneficiaries often exists. We can assist with planning that, if undertaken within the first taxation year following death, can be used to minimize taxes to the estate and reduce ongoing exposure to double taxation.