Areas of Law
A SAMPLING OF WHAT KORN & ASSOCIATES CAN ASSIST YOU WITH:
document preparation
Last Will and Testaments (including "multiple" Wills and Wills for clients with assets in multiple jurisdictions);
Alter Ego Trusts / Joint Partner Trusts;
Shareholders' Agreements (with a focus on the events that occur at time of death and the funding of same);
Powers of Attorney;
Representation Agreements;
Retirement Compensation Arrangements;
income tax matters
General income tax and estate planning and implementation (for instance, estate freeze);
Voluntary Disclosure re Canada Revenue Agency matters;
Various income tax opinions;
Planning for the 21-year deemed disposition rule for trusts;
Tax planning for immigrants to and emigrants from Canada;
Charitable giving planning and implementation (general);
estate and probate matters
Probate / administration applications for both large and small estates;
Acting as executor / trustee of estates and trusts;
Various estate and trust disputes (Wills Variation Act, etc.);
life insurance matters
Analysis of leveraged life insurance scenarios and ensuring their tax efficiency;
Analysis of the possible creditor protection offered by life insurance products in a given scenario;
Split Dollar Agreements for life insurance policies;
Beneficiary Designations / Insurance Trust Declarations for life insurance policies;
Tax efficient structuring of critical illness / disability insurance / long term care plans (using Health and Welfare Trusts, Private Health Service Plans, etc.); and
Charitable giving planning and implementation with life insurance.
Copyright © 2007 - 2015. Gil J. Korn Law Corporation. All rights reserved.
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