Our Services

Estate and Trusts

We know that being able to pass on your wealth and assets to future generations is a big motivation for earning money in the first place and is of paramount importance to our clients. We’ll help you file an affordable tax trust return (T3). We’ll guide you through the following:

  • Your taxable gains, income, or profit
  • Beneficiary payments or use
  • All aspects of online filing
  • All supporting documents associated with a T3 return including elections, designations, agreements, waivers, special elective returns, and Form T1135 Foreign Income Verification Statement.

In addition, we’ll advise you as to the best tax strategies to avoid the deemed disposition tax including a

spousal trust, revocable living trust, testamentary trust, alter-ego trust, and joint-spousal trust (life interest trust). We’ll consult with your financial and estate planner to ensure your trusts and payment protocols are adhered to protecting your assets and your family's legacy. 

For beneficiaries, we’ll consult with the executor or legal representative of the trust/estate and consider all its assets, property, and debt. We’ll also need a record of the deceased’s date of death to file your tax return. We’ll consult with you to make sure you have all the required information for your trust return.

 

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