Succession Planning

Estate planning maximize assets during one's lifetime, yet provide an effective transition of business and personal assets to heirs.

Estate planning goes hand in hand with tax planning. WMCZ's lawyers are experienced in retirement, succession and estate planning. They can provide tax advice on rollovers, estate freezes and other techniques to minimize the impact of taxes on your estate.

Lawyers in This Area

Derrek Fahl

Mark Dolan

Kelly Gould

Marilyn Penner

Jocelyn Putland Wiebe

Representative Cases

• Preparation of interprovincial family trusts for owners of international manufacturing business
• Developed complex succession programs for family owned and owner-operator businesses, together with succession to key-persons and management groups