Protect your family, reduce risk, and preserve your legacy.
Custom solutions for estates, incapacity, and business succession
The best way for you to secure the legacy you have worked a lifetime to build is to carefully plan for your estate's eventual management and disposal. At BDO Law, we recognize that a customized estate plan is essential to preserve your legacy.
We provide a full range of sophisticated solutions around complex issues relating to cross-border estate planning, complicated family dynamics, business succession planning, and ongoing wealth transfers. Our experienced wills, trusts, and estates professionals work closely with you and employ a multi-disciplinary approach, engaging our BDO commercial and tax colleagues across Canada, as necessary, to help provide advice that is tailored to your personal assets, beneficiaries, and intentions.
After taking a deep-dive with you and your tax advisors, we discuss personalized options and the use of vehicles such as tax-planned trusts or multiple will planning to accomplish your personal objectives while reducing adverse tax consequences. Through this process, we ensure your wills, trusts and powers of attorney accurately reflect your intentions, taxes are reduced, and disputes are avoided.
We can also help you establish a new family, alter ego, or joint partner trust, and guide you or your trustees to comply with strict and complex laws to successfully administer the trust. If you already have an established trust, we can assist you with its annual maintenance or properly terminating it if it is no longer required.
We routinely provide executors with advice and assistance to administer an estate successfully and efficiently. When you work with BDO Law, you will have the peace of mind knowing that your executors, beneficiaries, and legacy are taken care of with a personal touch.
Our Wills, Trusts & Estate professionals can provide services such as:
Estate planning for efficient estate transfers
Drafting of wills, powers of attorney, and advance medical directives
Business succession planning
Probate tax planning
Establishing trusts (including family trusts, testamentary trusts, insurance trusts)
Annual maintenance or termination of trusts
General legal advice to executors in connection with estate administration (including the application for the Certificate of Appointment of Estate Trustee)
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Knowing what you own is the first step to successful estate planning.
Extending beyond reducing the tax burden, our Business Transition professionals help privately held and family-owned businesses plan for the future. Whether the business is being passed on to next generation family or management or being sold to an outside buyer, we stay attuned to our clients' needs.