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Lawson Lundell’s Wealth Preservation Group works with the principals of significant corporate clients, including public corporations and closely held corporations, and other high net worth individuals to develop and implement long-term strategic objectives directed towards the intergenerational management and transfer of wealth.
Members of our group seek an understanding of the unique familial relationships of such individuals so that appropriate approaches and solutions can be developed and implemented in a flexible and creative manner. Members of the group have expertise in the law of family trusts and immigration trusts, corporate reorganizations, estate planning and related tax issues.
Such planning will involve but not be limited to the preparation of wills and trusts, powers of attorney, nominations of committee, living wills, property transfers and related matters. As tax minimization is an important objective, estate planning often involves the creation of holding companies and the implementation of an estate freeze. We also assist clients in the selection of low tax jurisdictions. Members of our group will implement the settlement of family trusts, off-shore trusts with Canadian beneficiaries, including immigration trusts and Canadian trusts with nonresident beneficiaries, trust interpretation and variation and trustee duties and obligations.
Members of our group also assist clients in applications for probate of wills and administration of estates and advise on all matters pertaining to estate administration, including the rights and obligations of everyone involved. Our firm also acts for clients in wills variation matters and other estate disputes.
Our group has been providing sophisticated estate planning and tax advice to some of the wealthiest families in British Columbia for many years.
View a listing of team members in this practice area.
For more information contact Leonard Glass at 604.631.9140 or lglass@lawsonlundell.com.
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