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Wealth Management

  • Family Business Succession Planning
  • Estate Freezes
  • Income Splitting
  • Professional Incorporations
  • Tax-Planned Wills
  • Trusts (alter ego trusts, joint spousal & spousal trusts)
  • Power of Attorney
  • Representation Agreements
  • Pre-nuptial and Co-habitation Agreements
  • Estate Administration
  • Cross Border Estate Planning
  • Canadian Estate Planning for US Citizens
  • Tax-Planned Immigration to Canada
  • Tax-Planned Emigration from Canada