Expertise

Estates, Trusts and Wealth Management

Estate planning and wealth management are essential services for high-net worth individuals and families. Ogilvy Renault provides the peace of mind that assets will be protected during a client's lifetime and transferred to the next generation in an orderly and tax efficient manner.

Our estates and wealth management team manages all aspects of trusts and estates, executorship, administration, taxes and related dispute resolution. We advise on and prepare wills, powers of attorney and trusts. We also address post mortem planning to prevent double taxation and other unfavourable tax results.

We have particular expertise in succession planning for private and family-owned businesses. Clients rely on us for estate freezes, separation of business assets from investment assets, variable share structures and trusts to permit flexibility, and exit strategies that minimize conflicts among principals and shareholders.

For clients with cross-border needs, we advise on the tax implications of emigration from Canada, tax issues of holding properties outside Canada, tax issues of having beneficiaries outside Canada and the tax implications of holding investments in foreign businesses.

Services

• Dispute resolution involving estates, trusts and incapacity
• Establishment of charitable organizations and public and private foundations
• Estate planning
• Family business succession
• Foreign investment planning
• Trust and estate administration