Post-Mortem Planning

After a passing, substantial tax implications can arise from deemed dispositions, liquidations, and asset transfers - especially when private company shares are involved.

Our tax lawyers work with executors and trustees to minimize “double tax” scenarios using advanced strategies like pipeline transactions, loss carryback elections, spousal rollovers, and asset‑bump planning.

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 We review the estate’s holdings, advise on structuring borrowings and corporate reorganizations, coordinate with valuation experts, and file timely elections - maximizing capital gains exemptions and ensuring CRA compliance . The result? You preserve more wealth for beneficiaries, reduce needless tax burdens, and confidently close the estate.