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Client Work

Business/Succession Planning

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Designing and performing corporate reorganizations in a team based approach with clients' other advisors (accountants, insurance agents, bankers, investment advisors, and other advisors), including:

  • implementing estate freezes and rollovers
  • performing "butterfly" (property division/transfer) transactions
  • incorporating and working with inter-vivos trust planning in business structures
  • carrying out amalgamations, and
  • designing and implementing creative, tax-efficient corporate planning.

Setting up of corporate structures (including professional corporations such as corporate structures for physicians, dentists, realtors).

Structuring businesses to facilitate succession planning and clients' goals such as:

  • minimizing/reducing taxes
  • creditor protection (such as family law claims), and
  • facilitating transitions to the next generation or for the sale of a business.


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