Trusts and Assets protection

Whatever happens to you, have peace of mind with a trust that protects your wealth.

Our notaries, tax experts and business attorneys work in close collaboration to design and implement trusts that perfectly match your needs. This tool offers great flexibility and allows, in some cases, to significantly reduce the tax burden. There are several types of trusts:

• Alter-ego Trust
• Spousal Trust
• Joint Partner Trust
• Discretionary Family Trust
• Testamentary Trust

Our expertise

These trusts protect your personal assets from the risks generated by your business. They also help, depending on the type of trust, with the following:

Protect the assets held by the trust against the potential risk of personal prosecution.

Split the income of your business with your family members.

Use your deduction for capital gain of $800,000¹ and those of your family members.

Reduce taxes payable on your death on the capital gain related to the actions of your company.

Purify your business to ensure the qualifications of the shares to the deduction for capital gain of $800,000¹.

Gradually transfer the business to your succession while retaining control.

[1] Amount indexed annually from 2015

Which ones of our experts can help you protect your assets?