Trust & estate planning

With this objective in mind, we help our clients reduce the income, gift, inheritance and generation-skipping taxes that can erode their family wealth. Through our experts, we offer guidance on key wealth transfer tools, including wills, trusts, family business transitions, and charitable giving strategies, while also addressing ancestral heritage arrangements to honour your wishes. Central to our services is tax planning, where our Montreal tax lawyers assist in optimizing retirement distributions, leveraging insurance solutions, and ensuring your estate plan is effective and aligned with the latest tax regulations.

We provide comprehensive planning and administration services for clients with large or complex estates. This includes working closely with executors, trustees, and beneficiaries to address tax and fiduciary law matters. Our legal experts are skilled at navigating the intricacies of trust management, ensuring that assets are distributed smoothly and in alignment with your objectives.

By working with Paquette Attorneys, you can rely on our team’s expertise in estate tax optimization and trust creation to ensure a smooth wealth transition while preserving your family’s legacy. Our goal is to simplify complex legal processes so you can have peace of mind and confidence in your estate plan.