Our Trusts, Estates and Succession Planning Group has a broad range of expertise and can assist you with:

- Updating your Will and Power of Attorney
- Planning for the succession of your family business
- Minimizing taxes by using trusts to income -split and to multiply access to the $750,000 lifetime capital gains tax exemption
- Estate freeze transactions to shift future growth to next generation without triggering immediate tax
- Achieving your philanthropic goals
- Enhancing asset protection

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	Personal Wealth Management

	Publications / Presentations
	September 2005 Taxpayers should look carefully at the treatment of child support payments The Lawyers Weekly Co-authored by Michael Friedman and Sandy Andreou, Student-at-Law Sandy Andreou, Michael Friedman
	January 2005 Dealing with Vacation Homes in the United States: Goodbye to Single-Purpose Corporations Personal Wealth Management Bulletin
	November 2004 Business and Personal Wealth Planning and Comprehensive Estate Administration Personal Wealth Management Group
	November 2004 Legal Solutions for Managing Wealth Personal Wealth Management Group
	November 2004 Maximizing a Client's Wealth Through McMillan Binch Legal Services Personal Wealth Management Group
	November 2004 Should You Be Thinking About Your Will Personal Wealth Management Group
	August 2004 Talking about the future - Southern Georgian Bay Cottage Times If you want to keep your cottage in the family in the future, there are things to think about today. Sheila M. Crummey, Catherine A. Roberts
	June 2004 Succession Planning for the Family Cottage Personal Wealth Management Group Bulletin Sheila M. Crummey, Catherine A. Roberts
	March 2004 "Power Struggles" - Impact of the Substitute Decisions Act, 1992 ("SDA") on Powers of Attorney "Coupled with an Interest" in the Commercial Context Personal Wealth Management Newsletter With the assistance of Kate Krestow, Student-at-Law Catherine A. Roberts
	April 2003 Powers of Attorney: Continuing Power of Attorney for Property Personal Wealth Management Bulletin Sheila M. Crummey, Catherine A. Roberts
	April 2003 Probate Taxes: An Estate Planning Opportunity Personal Wealth Management Bulletin Sheila M. Crummey, Catherine A. Roberts