Representative assignments handled by
Clark Wilson LLP's Tax & Estate Planning Group include:

• revising the status of current Asset Ownership to secure maximum tax and asset protection benefits;
  
• using "living" or "inter vivos" Trusts to minimize or eliminate exposure to tax, matrimonial claims, creditor claims, and probate fees;
  
• addressing Canada/US tax planning issues relevant to Canadian residents owning U.S. assets, U.S. citizens resident in Canada or holding Canadian assets, and "mixed" marriages between Canadian and U.S. citizens;
  
• implementing Estate Freeze structures to minimize Canadian taxation on death and consolidate wealth ownership and control;
  
• drafting Representation Agreements under new British Columbia laws that permit legally binding directions regarding health care and asset management;
  
• formulating Will plans that facilitate personal asset succession in light of tax and Wills Variation concerns; and
  
• utilizing recent Federal and Provincial Laws for common-law and same-sex partnerships to benefit from the wealth preservation and tax protection formerly afforded only to married couples.