Two clear paths into the firm. Tax advisors refer the legal implementation. Business owners get the legal side handled — without conflict, without competition, on your tax advisor's instruction. 
You design the tax plan. I draft the resolutions, settle the trusts, and file the elections. Your client stays yours.
REFER A CLIENT FILE ↗︎Your tax advisor designed the strategy. I handle what comes next — the legal documents, the corporate filings, the implementation.
SPEAK WITH COUNSEL ↗︎Tax-deferred transfers to corporations
Share exchange and capital reorganizations
Convertible share transactions
Corporate divisive reorganizations
Locking current value for succession planning
Inter-vivos and testamentary trust structures
Deemed disposition planning
Post-death tax minimization strategies
Section 85 rollover and estate freeze for a second-generation manufacturing business. Value locked for succession, future growth directed to family trust beneficiaries.
Divisive reorganization separating active business, investment holdings, and real estate into distinct corporate structures on instruction from the client’s tax advisor.
Planning and implementation for a family trust nearing its 21-year anniversary. New trust settled, assets rolled over to defer capital gains recognition.
I respond within one business day.