Estate Planning

Our tax professionals have considerable expertise in the area of estates and trusts. We work extensively with legal firms in Winnipeg to assist in the preparation of terminal TI returns and tax returns for estates.

We frequently provide tax compliance services and advice to Trust companies who act in the role of administrator. We are actively involved in STEP, the Society of Trust and Estate Practitioners, a multi-disciplinary association of estate practitioners with over 18,000 members worldwide.

We are the exclusive Winnipeg member firm of The Tax Specialist Group (TSG). Through our TSG association we provide an expert level of advice to our clients in the area of estates and trusts.

We have acted for executors and other legal representative to carry out post-mortem estate and tax planning opportunities, to identify tax issues and to maximize wealth for the continuing beneficiaries, as well as to fulfill the compliance and filing requirements for the Estate.

We always take the initiative to identify tax and estate planning opportunities for our clients to ensure that tax is minimized and that a proper succession plan is in place to deal with the family business and related assets.