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Tax Services

An effective income tax plan is an integral part of any successful financial strategy. To minimize tax and achieve financial goals, our clients regularly call on Legacy for advice and representation.

Our clients include corporations of all sizes, owner-managed businesses, as well as individuals with significant tax considerations, charities, foundations and benefactors who require assistance with their tax-planned giving.
Particular areas of expertise include advising clients on a wide range of issues affected by taxation including:

• Personal taxation, including trusts and estates;
• Family-owned businesses, including succession and transition;
• Investment enhancement strategies, including minimizing taxation on share redemptions;
• Corporate reorganizations, dispositions, mergers and acquisitions;
• International transactions with particular expertise in U.S. / Canada cross border tax; and
• International business taxation, including international corporations doing business in Canada and Canadian corporations with operations abroad.

Where required, we also work with clients seeking representation in tax litigation before the Tax Court of Canada, the Provincial Courts, and the Federal Court of Appeal.

Trusts, Estates & Estate Planning

A substantial focus of Legacy is the provision of comprehensive planning to its private clients including the owner/managers of businesses, family corporations, individuals and clients with international holdings. An integral part of this planning is a focus on succession to future generations and charities. Our innovative planning works to minimize taxes and other costs associated with lifetime gifts and estates and to facilitate a transition of wealth without dispute.

Trusts are an important planning tool with which we have notable expertise. Utilization includes strategies to split the taxation of income both before and after death, asset protection trusts, offshore business and personal trusts, trusts for those requiring special care and trusts with charitable purposes.

Particular areas of expertise include advising clients on a wide range of trusts, estates and estate planning issues including:
• preparation of wills, powers of attorney and representation agreements;
• appointment of committees;
• implementation and administration of family trusts;
• corporate reorganizations related to estate planning;
• estate administration;
• estate and trust litigation;
• advising trustees on their duties and obligations; and
• advising trustees and beneficiaries regarding estate accounts and trustees fees.

Charities & Not-for-Profits

Legacy has a substantial and varied practice involving representation of not-for-profit organizations and registered charitable organizations. The firm's clients consist of a variety of organizations, including private foundations, public foundations, community trusts and other broadly-supported charities, cultural and performing organizations, universities, colleges, schools, hospitals and health care facilities. In addition, we represent other tax exempt entitles such as trade and professional associations, and social clubs. We have special expertise in the areas of corporate governance and planned giving. In addition, we have considerable experience in obtaining charitable registration status from the Canada Revenue Agency. Legacy's lawyers are highly experienced in issues relating to tax planned charitable giving including U.S./Canada cross border issues. Our lawyers have also been at the centre of numerous significant and complex charitable donations involving sophisticated tax planning intended to yield the greatest benefits for both donors and donees.

Related Litigation

Legacy offers full litigation services with respect to its chosen areas of practice. We have successfully represented clients in all types of estate and trust litigation including disputes over the validity of wills, the interpretation of wills and trusts, passing of executors and trustees accounts, applications for court direction on behalf of fiduciaries, and litigation under the Wills Variation Act and the Trust and Settlement Variation Act.

Our lawyers are skilled at developing effective and legitimate tax structures for our clients. However, not all of tax law is concerned with forward planning. Occasionally a dispute will arise between a taxpayer and the Canada Revenue Agency, or the Ministry of Provincial Revenue (B.C.). On those occasions, we are able to provide our clients with the vigorous representation needed to help resolve the dispute, whether by negotiation or by litigation.

Our lawyers also have extensive experience in dealing with federal and provincial tax collection authorities and have appeared in courts of all levels including the Supreme Court of Canada on behalf of our clients. We have been involved in the successful litigation of all manner of tax disputes, including reassessments based on the general anti-avoidance rule (GAAR) under the Income Tax Act.

T 604 631 1298

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