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PLEASE NOTE: For everyone’s safety, Fasken recommends anyone on-site at our Canadian offices be familiar with the COVID-19 recommendations in place which may include one or more of the following: social distancing, hand sanitizing, wearing a mask in common areas and proof of full vaccination. These measures apply to lawyers, staff, clients, service providers and other visitors.

Practices

Estate Planning

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Overview

Successful plans require collaboration among professional advisors, family members and other experts when building the structures and strategies that will underpin your legacy.

We counsel families, individuals, family office advisors, private trust companies, charitable foundations, private equity fund partners and investment companies in transactions involving the preservation and governance of wealth and the transfer of assets.

 

Some executors and trustees prefer to have us act as their agents on day-to-day administration of estates. We will interact with government representatives and financial institutions on their behalf, providing clients with regular activity reports and advice.

 

Good communication throughout the estate planning process saves time and produces a better result. This is especially true when clients span geographical locations and advisors offer different areas of expertise. 

 

If you hold real estate, business interests and other assets in foreign countries, you will need experienced advice with access to trusted professionals. Whether you are immigrating, emigrating, investing or transferring assets across borders, we will ensure that your wills, trusts and estates are structured to address differing tax regimes, with administrative efficiency.

 

Call us to discuss how we could help you reach your goals.

Areas of Expertise

Achievements

Best Lawyers Publication name with laurels The Best Lawyers in Canada 6 Best Lawyers Lists six of our lawyers for their Trusts & Estates expertise.
Chambers & Partners Publication name with laurels Chambers & Partners Top Tier Firm & Lawyers Ranks our firm at Band 1 in the area of Private Wealth Law and ranks three of our lawyers, including two as top tier (Band 1).
2017 Canadian Legal Lexpert Directory Leading Practitioners Recommends six partners as leading practitioners in the area of Estate & Personal Tax Planning.

Team

Client Work

Date Client

Knowledge

Fasken Institute

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