Trust Planning

A trust can be established and take effect before or after a person’s death. It is similar to a will, but assets can also be transferred to the trust during a person’s lifetime, allowing them to maximize the benefits of their wealth.

As an important part of a person’s financial or estate plan, trusts can be used in a variety of ways, from providing an education fund for a grandchild to donating a sizeable amount of money to a charity. They can allow for the reduction of capital gains upon a person’s death and defer or minimize taxes.

With our depth of knowledge and attention to detail, we help our clients at every stage in establishing trusts that are customized to each person’s wishes. We have particular skill in handling trust matters for large and complex estates.

Trust experience you can count on.

It is crucial to have clear guidance when navigating this often-intricate process. From start to finish, we guide our clients through all the steps necessary to establish and execute an accurate and binding trust.

Our lawyers have experience with all types of trusts, including family trusts, spousal trusts, discretionary trusts, alter-ego trusts, and trusts that can protect and manage funds for minors or disabled individuals, or that preserve government disability benefits. In a trust, because assets are transferred to the care and control of a trustee in favour of the beneficiary, the selection of an appropriate trustee or trustees is critical. From drafting precise and correct documents to choosing a reliable trustee, our clients can count on our strong reputation for sound advice and exceptional service.

Contact us today for guidance at any step in establishing a trust.

We're always ready to help.