Practice Areas

Tax and Estate Planning

The services provided by the Tax and Estate Planning Group include:

Taxation Services

  • Reorganization of corporate structures to minimize income tax, limit exposure of assets to creditors, reduce income tax that would arise on the death of a shareholder and allow for the introduction of new shareholders
  • CRA dispute representation at all levels
  • Tax impact analysis in a variety of commercial transactions, including purchase and sale of a business, financing arrangements, license agreements, employee stock option agreements
  • Business succession planning and advice
  • All matters relating to shareholders’ and partnership agreements
  • Establishment of trusts to achieve current or longer-term tax savings and creditor protection
  • International taxation issues in cross-border transactions, including the impact of bi-lateral tax treaties and obtaining necessary input from tax professionals in the foreign jurisdiction
  • Advice on taxation issues that arise on immigration and emigration of individuals and corporations
  • Advice on GST issues that arise in commercial transactions
  • Land transfer tax issues

Estate Planning

  • Preparation of wills
  • Freezing of estate assets in order to minimize taxation arising on death
  • Establishment of family trusts to achieve current tax savings, maintain control and flexibility in an estate freeze, ensure Family Law Act protection and planning for tax efficient distributions of assets
  • Succession of family business planning
  • Avoidance and/or minimization of probate fees
  • Preparation of domestic contracts to protect specific assets
  • Determination of tax-efficient use of life insurance in a variety of circumstances, including the buy-out of business partners, facilitating succession of a family business and providing liquidity to pay capital gains tax arising on death
  • Foreign tax issues, including the impact of U.S. estate tax
  • Tax-efficient planning for charitable donations during lifetime and in wills
  • Avoidance of double taxation that would otherwise arise on death


At a Glance

Overview

At Gardiner Roberts LLP our tax specialists combine technical proficiency with a strong working knowledge of business issues, from structuring limited partnerships to negotiating complex buy/sell transactions. We assist clients with the broad issues of corporate structure, trade, finance, tax appeals, corporate and individual tax planning, and estate and succession planning. The Tax and Estate Planning Group also provides tax expertise to lawyers and accountants at other firms that do not have tax specialists.

Practice Group Lawyers

George Bassin

William Bernstein

Gregory Farano

Clifford Goldfarb

Josh Harnett

Lindsay Ann Histrop

Peter Moffatt

Arlene O'Neill

James M. Parks

Lorne Saltman

M. Lee Stratton

 

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