Estate Planning

Estates & Trusts

Cumming & Partners regularly advises high net worth families on a wide variety of estates and trusts matters.  We offer a full range of services from the planning stage to the administration of an estate including:

  • Wills, Powers of Attorney, and Living Wills

  • Probate Planning

  • Life Insurance Planning

  • Trust Planning

  • Succession Planning for a Family Business

  • Establishing Charitable Organizations and Not-for-Profits

  • Estate and Trust Administration

While many of our clients are concerned with domestic planning and administration issues, a core focus of our estates and trusts practice is on planning for the cross-border estate and lifestyle. Canadians who live, work, or retire in the United States or abroad, or who own property outside of Canada, require specialized estate planning. Similarly, U.S. persons who emigrate to Canada have wealth preservation and wealth transfer issues that are uncommon to Canadians. Our in-depth knowledge of the Canadian, U.S., and treaty laws governing the transfer of assets allows us to provide our clients with sophisticated and effective advice.

In addition to the required technical expertise, our lawyers are sensitive to the many family and personal issues involved in structuring an effective estate plan.  It is our goal to apply an integrated approach to every client matter, regardless of size, to create an individualized estate plan that will suit your needs and minimize your tax burden.