Rahul Sharma advises international and Canadian clients on a variety of tax, trust, and estate planning matters. He is particularly experienced with cross-border and international trust and estate matters, as well as matters involving offshore or non-resident trusts with ties to Canada. Rahul also counsels high and ultra-high net worth individuals, corporations, trusts and estates on Canadian income tax matters, including succession planning for closely held businesses. Rahul regularly advises both resident and non-Canadian trustees and trust companies on Canadian tax matters.
Rahul is recognized by Chambers and Partners as a leading lawyer in the area of private wealth law in Canada, particularly for his work on cross-border/international matters. Rahul is also recognized by Best Lawyers as a leading lawyer for trust and estate matters in Canada. Fluent in English, French, Spanish, Hindi and Urdu, Rahul regularly speaks on private client and tax topics and has authored and co-authored various chapters, papers and articles on tax, trust and estate-related matters. Rahul is the Editor-in-Chief of Federated Press’ Personal Tax and Estate Planning journal and a co-editor of Thomson Reuters’ Taxes and Wealth Management publication.
Rahul’s broad experience in personal and corporate tax, trust, and estate matters extends across a wide range of mandates.
Private Client Services
- Tax and estate planning, including for clients with non-resident (including U.S.) beneficiaries and/or cross-border and international asset and property holdings;
- preparation of tax-planned wills and trust indentures, including in complex domestic and international circumstances;
- succession planning for business owners and their families;
- tax planning relating to immigration to and emigration from Canada;
- tax considerations and planning involving non-resident trusts with links to Canada;
- Canadian trusts and structures for holding U.S. property investments; and
- preparation of continuing powers of attorney for property and personal care.
Tax and Corporate Tax
- Corporate reorganizations, including the implementation of “estate freezes” for succession planning;
- voluntary disclosures and Canadian tax regularization for individuals, trusts, and estates; post-mortem tax planning, including the use of loss carrybacks and pipeline planning; and
- tax advice and assistance for audits and reassessments involving trusts and estates.
