Expertise Detail

Trusts & Estates Planning

If you are the owner of a family business or have amassed some measure of personal wealth, you need solid strategies to preserve your estate and ensure a smooth transition of that wealth from one generation to the next. Only then will you achieve peace of mind about the continuation of what you have worked a lifetime to build and preserve.

Your estate planning needs are unique and may be complex. We have the expertise, experience and resources to devise the estate plan that is right for you. Our services include:

  • drafting wills, trust agreements, powers of attorney and living wills;
  • succession planning for a family business;
  • advising on uses of life insurance;
  • minimizing taxes: income taxes, foreign taxes, estate administration taxes;
  • advising on residency and cross-border property issues; and
  • establishing charitable organizations and advising directors and trustees.

McCarthy Tétrault is a recognized leader in the fields of personal tax planning, estate planning, estate administration and estate litigation. Professionals in major businesses in Canada value our planning advice on both estate and wealth management. Executors, trustees and beneficiaries trust us to represent them in all aspects of the most complex estate administration and litigation.

Our trusts and estates lawyers provide comprehensive, result-oriented representation in all areas of trust and estate planning. We also provide effective advocacy in litigious or contentious estate matters. And we are knowledgeable and experienced in the establishment, registration and operation of charitable organizations and foundations.

Our skilled practitioners belong to expert professional bodies such as the Estate Planning Council and the Society of Trust and Estate Practitioners. When your estate planning requires additional expertise in related areas, we partner with our specialists in family law, business law or taxation.

As Canada’s premier national law firm, we provide estate planning advice in most jurisdictions across Canada and have established international connections to facilitate dealing with assets in multiple jurisdictions. We are also experienced in commercial trusts, including asset securitizations and other business matters. We routinely advise corporate trustees on their fiduciary obligations and on issues relating to the administration and taxation of trusts and passings of accounts.

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For more information, please contact:


Christopher Falk
[email protected]
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