Adlington Law

Tax Planning - Canada

We responsibly:

• Avoid
• Defer / Accelerate
• Divide
• Deduct
• Shift
• Recharacterize
• Match / Mismatch
• Pay No More Than Once

to alleviate your taxing burdens.

Tax Dispute Resolution

We assist taxpayers through any review or audit process commenced by a taxing authority.

When a dispute arises with a taxing authority, we have extensive experience through multiple channels to resolve these disputes (or take some chips off the table to reduce the scope of advancing disputes) through:

• CRA Objections (CRA Appeals Directorate);
• CRA Voluntary Disclosures
• Tax Court of Canada appeals
• Federal Court of Appeal appeals
• Federal Court of Canada judicial review
• Provincial / Territorial court appeals and remediation orders
• Provincial / Territorial remission orders

Advocacy and negotiation occurs at all stages and in all of these forums.  I love a good debate.  I abhor long and expensive trials - the costume I have to wear is too bulky.

Estate Planning

Proper estate planning is more than just a will.  Proper estate planning comprehensively considers the needs of all family members.  In the context of modern families with modern needs, we will advise you upon and help you craft (and not just draft):

• Wills, including for those in Ontario Primary, Secondary, and (where needed) Tertiary Wills
• Trust planning within wills
• Trust planning beyond your wills, including discretionary family trusts, alter ego trusts, and joint partner trusts
• Lifetime benefit trusts for disabled family members
• Beneficiary designations
• Powers of Attorney for Property
• Powers of Attorney for Personal Care
• Letters of Wishes when flexibility or enhanced privacy is desired
• Statutory Declarations when a future dispute is anticipated
• Executor / Attorney / Trustee Compensation Agreements
• Written Advice for your Executor(s) and Attorney(s)

In all of our estate planning work, we consider and plan for anticipated tax in the year of death and in the years that follow as well as all required compliance.

We are allies for all members of 2SLGBTQ+ communities and welcome the opportunity to assist you with your unique estate planning needs.

Estate Administration

Death is tragic.  At every age.  When death inevitably occurs, we are here to help your family through the estate administration process to provide for an efficient transfer of assets in accordance with the wishes of the deceased within the bounds of the law, including:

• Advising when probate is required and representing the executor / administrator through that process
• Advising on the transfer of those assets for which probate is not required
• Advising the executor / administrator on their duties and rights
• Advising beneficiaries of their rights
• Assisting with required communications
• Assisting with tax compliance
• Assisting with obtaining all available government benefits
• Advising upon and implementing post-mortem tax planning

Where estates are disputed, we work with other law firms to help design plans that attempt to work through those disputes.