Trust & Estate Planning

One of the most important things you can do for both your family and your business is to minimize tax during the succession of a family business. This includes reorganizing the existing business structure and/or setting up a family trust. Cloutier Matthews will work with you and facilitate minimizing taxes and other costs and expedite the healthy transition of wealth without dispute.

Various types of trusts established before or after your death could be utilized to take advantage of a number of benefits. These include, but not limited to the following:

  • Creditor proofing your assets from creditors
  • Income splitting opportunities with family members
  • Reducing Probate Fees
  • Maintain control of your assets, and allow beneficiaries to participate in future growth of your business
  • Multiplying the lifetime capital gains exemption

Before implementing a family trust, we’ll work closely with you to prepare effective strategies for managing your personal and business assets and interests.