TRUSTS - TAX STRUCTURING & CONTROL RETENTION

Trusts are utilized for a various purposes, including tax, estate, succession and family wealth planning. Where properly undertaken, a trust is capable of serving:

•  income splitting,

• optimization of certain available tax exemptions,

• tax deferral,

• estate freeze planning,

• family business succession planning,

• creditor proofing,

• investment portfolio + wealth management,

• care of minor beneficiaries and disabled heirs,

• dependants' relief avoidance,

• spousal transfers + spousal trusts,

• second marriage situations,

• family cottage dispositions,

• testamentary will planning,

• probate fee planning,

• provincial tax rate planning

• double tax mitigation strategies.

For knowledgeable and experienced tax law representation for implementing a trust and other tax planning strategies, contact tax lawyer Christopher R. Neufeld at 403-400-4092 (Calgary, Alberta) / 416-887-9702 (Toronto, Ontario) or Lawyer@LawTax.ca.

NOT LEGAL ADVICE. Information made available on this website in any form is for information purposes only. It is not, and should not be taken as legal advice. You should not rely upon, or take or fail to take any action, based upon this information. Never disregard professional legal advice or delay in seeking legal advice because of something you have read on this website. The law firm of Neufeld Legal PC would be pleased to discuss legal matters referenced in this website upon their retention in accordance with applicable requirements pertaining to client retention by this law firm.

Tax Lawyer Christopher Neufeld with the business law firm of Neufeld Legal Professional Corporation, is admitted to practice law in Alberta and Ontario (Canada) and New York State (United States of America).  Christopher's legal practice focuses primarily on business law, in particular corporate commercial transactions and contract work  - directed at transactional tax optimization and effective tax planning. The content of this website is purely for informational purposes and should not be relied upon - as you should consult a lawyer with respect to the specifics of your particular legal matter.  Please review our legal disclaimer and privacy policy prior to contacting us and be advised that contacting us does not create a lawyer-client relationship. National headquarters: 1600, 144 - 4th Avenue SW, Calgary, Alberta. COPYRIGHT 2010-12.

Business Tax Planning: Corporate Tax Planning; Multi-Jurisdiction Tax Planning; Offshore Tax Planning; Business Succession Planning; Tax Loss Planning / Utilization
Personal Tax Planning: Individual Tax Planning; High Wealth Tax Management; Family Succession Planning; Estate & Gift Taxation; Non-Canadian Tax Planning

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