Our Trust, Estate, Agency, Guardianship, Foundation and Tax & Accounting services can be used in the following ways:

• To manage assets for a spouse or child who is unable to do so
• For tax planning and income splitting
• To freeze an estate to minimize capital gains and access capital gains exemptions
• To hold private company shares in trust for succession purposes
• To protect assets
• For planned charitable giving
• To reduce probate taxes
• To keep an arrangement between a settlor and beneficiary confidential
• To create a flexible and creative plan
• To provide for a beneficiary with special needs
• To provide for a new spouse and children from a previous marriage at the same time
• To make sure all tax returns and financial statements are prepared and filed properly