Trusts and Estate
Our trust services cover testamentary, intervivos and family trust planning and compliance services.
In preparing and planning final return file upon death, we walk you through the process and ensure that tax compliance obligations does not add to the stressful situation of losing a loved one.
Our experts will analyze the final Will and testament viz-a-viz the assets profile of the deceased and beneficiaries, to optimize final return and consider if a Graduated Rate Estate would be a tax efficient option.
We will ensure that the final return is well planned to optimize taxes, claim all deductions, apply most tax-efficient asset treatment, optimize losses, donation and other tax attributes peculiar to the deceased and family situation for planning.
Where necessary, our planning also involve loss carried back and post mortem tax planning and others as applicable to your situation.
We have multiple portfolios of experience planning files with different types of assets upon death: small business corporation, assets in registered and non-registered accounts, personal assets, real estate, trusts interest, partnerships and foreign assets.
For the Date of Death Return, we will assist with the following:
- Final Return (Date of Death Return, including stub and Rights or things)
- Clearance Certificate processing
- Graduated Rate Estate Returns(T3) planning, compliance, including post mortem planning.
We will support you with our expertise in planning on final return, graduated rate estate (T3) and other post morterm planning needs.
Family and other Trusts
We provide compliance and planning services relating to other trusts, working with a network of tax lawyers, to ensure that all lose ends are tightened.
Our teams are expert trust professionals and designated accountants who have gone through the CPA In-depth Tax Program, with others enrolled in the Trust & Estates Practitioners program.