Trusts & Estates

Advisory Focus: Trusts & Estates

We assist clients in designing and administering inter-vivos and testamentary trusts, managing estate freezes, and planning post-mortem reorganizations.
Our role is to translate complex succession rules into practical and compliant structures that protect family capital.

Typical mandates include:
• Estate freezes and family-trust implementation
• Post-mortem planning (s.164(6), pipeline, loss carryback)
• Philanthropy and charitable gifting strategies
• T3, T1135, and trust-reporting compliance
• Integration with legal counsel on tax-litigation or rectification files

顧問範圍：信託與遺產規劃

我們協助客戶設計與管理生前信託與遺囑信託，規劃遺產凍結及身後重組。
宗旨是將繁複的傳承規則轉化為具體、合規並能保護家族資本的架構。

主要服務範圍包括：
• 遺產凍結與家族信託建立
• 身後規劃（第164(6)條、管道重組、虧損回撥）
• 慈善捐贈與公益信託規劃
• T3、T1135及信託申報合規
• 與律師協作處理稅務訴訟或文件更正