We have experience in:
- Private client personal and estate planning
- Tax planning for family-owned businesses including succession planning
- Real estate transactions
- The use of various vehicles, including trusts, to acquire U.S. personal real property
- Elder law
- Tax disputes
- Tax compliance
- Appearing before the Tax Court of Canada, the Federal Court, and the Federal Court of Appeal
Clients:
- High-net-worth individuals (both their personal interests and their business interests)
- Owner-managers of successful businesses
- U.S. citizens living in Canada
- Foreign investors in Canada and the U.S.
