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WHAT WE DO

SUCCESSION PLANNING & ESTATES

Few practice areas demand the high level of sensitivity, far-sightedness and cognizance required for succession planning and estates. Our Succession Planning & Estates Group delivers all of these by offering a diverse range of services in estate and business succession planning, estate administration, litigation and mediation. 

THE SOUND ADVICE YOU NEED

Our expert team provides creative and up-to-date solutions in the following areas:

  • Wills and powers of attorney
  • Personal tax and estate planning, including family trusts, estate freezes , cross-border estate planning, and immigration/emigration planning
  • Succession planning for entrepreneurs and family businesses, including corporate reorganizations, shareholder agreements, the effective use of life insurance and tax-advantaged sales
  • Charitable donation planning
  • Administration and variation of trusts
  • Estate administration, including post mortem tax planning
  • Passing of accounts for trusts, estates and attorneys under powers of attorney
  • Removal and replacement of executors, trustees and attorneys
  • Mental incapacity matters

Immersed in all areas of succession planning and estates, our teams of experts are keenly aware of the often difficult and sometimes contentious decisions our clients have to make.

We assist our clients in developing comprehensive estate plans sensitive to their needs. This typically includes the drafting of wills, powers of attorney and family trust agreements. Depending on a client’s situation, more sophisticated estate planning might include estate freezes, probate planning and  private foundation planning.

TAX MINIMIZATION STRATEGIES

Whether you’re an entrepreneur or family-owned business,  we can help develop and implement tax-effective business succession plans, making maximum use of tax advantages such as the capital gains exemption, eligible dividends, capital dividends and the small business deduction.

We excel in estate administration, including probate matters, transfer of assets, post-mortem tax planning and personal and estate tax filings. Interpretation of wills and trust agreements, contested wills, lost wills, and testamentary capacity issues are handled with discretion and compassion. Our experienced estate lawyers also manage mediation and litigation of estate disputes.

Gowlings is here to protect the assets and rights of our clients and safeguard the wishes of their loved ones.  


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