Probate Planning
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Overview
We advise our clients about the application of Ontario Estate Administration Tax (commonly known as probate) and recommend techniques to defer and/or minimize probate fees in Ontario and other jurisdictions. We work regularly with clients who hold assets in multiple jurisdictions. We work together with our clients’ advisors in other jurisdictions to create a cohesive plan to minimize probate across all jurisdictions and provide for the timely distribution of assets having regard to the interaction of rules in different locales.
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