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A good estate and succession plan can bring an individual—especially one who is an entrepreneur—peace of mind and the certainty of protection of interests and assets of the individual and the individual’s family.
Yet many people neglect this planning, persuaded that it applies to only those who are wealthy, have a number of dependants, or are retired or approaching retirement. We believe, to the contrary, that estate and succession planning applies to any individual with assets and liabilities. In addition to minimizing taxes at death and ensuring an inheritance sufficient for heirs, this planning can put forward solutions adapted to the family situation and finances of each person.
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An estate and succession plan may be complex or simple, and we firmly believe that each aspect should be adapted to the needs and wishes of the client. Finally, for the head of a business, an estate and succession plan permits better preparation of the takeover and assures respect of final wishes.
Our attorneys are at the leading edge of developments in this domain and assure clients of the mutual integration of their desires and protection of their assets.
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Our taxation law team
- BOILY, Martin Daniel
- CITROME, Michael
- CÔTÉ, Louis-Frédérick
- DESROSIERS, Caroline
- DUFRESNE, Alexandre
- GOLDMAN, Joel
- JACOBSON, Morris
- LYDYNIA, Marissa
- MÉNARD, Mario
- PERSICO, Pierre-Paul
- RAICH, Robert
- SIMARD, Nicolas
- SITCOFF, Steven
- SOHMER, David H.
- ZYLBERBERG, Frank
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