{"id":624,"date":"2025-07-16T12:52:25","date_gmt":"2025-07-16T12:52:25","guid":{"rendered":"https:\/\/paquettelegal.wpenginepowered.com\/?page_id=624"},"modified":"2025-11-11T13:32:00","modified_gmt":"2025-11-11T13:32:00","slug":"trust-estate-planning","status":"publish","type":"page","link":"https:\/\/paquette.legal\/en\/legal-expertise\/fiscal-law\/trust-estate-planning\/","title":{"rendered":"Trust &#038; estate planning"},"content":{"rendered":"<p><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-1 fusion-flex-container has-pattern-background has-mask-background inner-top-sec nonhundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"--awb-border-radius-top-left:0px;--awb-border-radius-top-right:0px;--awb-border-radius-bottom-right:0px;--awb-border-radius-bottom-left:0px;--awb-padding-bottom:0px;--awb-margin-top:20px;--awb-margin-bottom:40px;--awb-margin-bottom-small:20px;--awb-flex-wrap:wrap;\" ><div class=\"fusion-builder-row fusion-row fusion-flex-align-items-flex-start fusion-flex-content-wrap\" style=\"max-width:calc( 1600px + 0px );margin-left: calc(-0px \/ 2 );margin-right: calc(-0px \/ 2 );\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-0 fusion_builder_column_1_1 1_1 fusion-flex-column two-col-left-cont\" style=\"--awb-bg-size:cover;--awb-width-large:100%;--awb-margin-top-large:0px;--awb-spacing-right-large:0px;--awb-margin-bottom-large:20px;--awb-spacing-left-large:0px;--awb-width-medium:100%;--awb-order-medium:0;--awb-spacing-right-medium:0px;--awb-spacing-left-medium:0px;--awb-width-small:100%;--awb-order-small:0;--awb-spacing-right-small:0px;--awb-spacing-left-small:0px;\" data-scroll-devices=\"small-visibility,medium-visibility,large-visibility\"><div class=\"fusion-column-wrapper fusion-column-has-shadow fusion-flex-justify-content-flex-start fusion-content-layout-column\"><div class=\"fusion-text fusion-text-1 text-30\"><p>Our experienced tax specialists can provide specialized trust and estate services to help ensure that your family&#8217;s financial legacy is secure.<\/p>\n<\/div><div class=\"fusion-text fusion-text-2\"><p>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.<\/p>\n<p>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.<\/p>\n<p>By working with Paquette Attorneys, you can rely on our team&#8217;s expertise in estate tax optimization and trust creation to ensure a smooth wealth transition while preserving your family&#8217;s legacy. Our goal is to simplify complex legal processes so you can have peace of mind and confidence in your estate plan.<\/p>\n<\/div><div class=\"fusion-title title fusion-title-1 fusion-sep-none fusion-title-text fusion-title-size-two\"><h2 class=\"fusion-title-heading title-heading-left fusion-responsive-typography-calculated\" style=\"margin:0;--fontSize:42;line-height:1.2;\">Trust &amp; Estate Planning Services<\/h2><\/div><div class=\"fusion-text fusion-text-3 single-bullet \"><ul class=\"bullet-listing\">\n<li>Plan trusts and estates for individuals<\/li>\n<li>Assist executors, trustees, and beneficiaries with trust and estate administration and estate liquidation<\/li>\n<li>Represent clients in tax disputes with authorities<\/li>\n<li>Advise on strategies for charitable giving<\/li>\n<\/ul>\n<\/div><\/div><\/div><\/div><\/div><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-2 fusion-flex-container has-pattern-background has-mask-background career-opportunities-block parent hundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"--awb-border-radius-top-left:0px;--awb-border-radius-top-right:0px;--awb-border-radius-bottom-right:0px;--awb-border-radius-bottom-left:0px;--awb-padding-right:0px;--awb-padding-bottom:0px;--awb-padding-left:0px;--awb-background-color:#f5f6f6;--awb-flex-wrap:wrap;\" id=\"career\" ><div class=\"fusion-builder-row fusion-row fusion-flex-align-items-stretch fusion-flex-content-wrap\" style=\"width:calc( 100% + 0px ) !important;max-width:calc( 100% + 0px ) !important;margin-left: calc(-0px \/ 2 );margin-right: calc(-0px \/ 2 );\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-1 fusion_builder_column_1_2 1_2 fusion-flex-column fusion-flex-align-self-center block-left-cont second\" style=\"--awb-padding-right:6%;--awb-padding-left:10%;--awb-padding-right-medium:30px;--awb-padding-left-medium:30px;--awb-padding-right-small:0px;--awb-padding-left-small:0px;--awb-bg-size:cover;--awb-width-large:50%;--awb-margin-top-large:0px;--awb-spacing-right-large:0px;--awb-margin-bottom-large:0px;--awb-spacing-left-large:0px;--awb-width-medium:100%;--awb-order-medium:0;--awb-spacing-right-medium:0px;--awb-spacing-left-medium:0px;--awb-width-small:100%;--awb-order-small:0;--awb-spacing-right-small:0px;--awb-spacing-left-small:0px;\" data-scroll-devices=\"small-visibility,medium-visibility,large-visibility\"><div class=\"fusion-column-wrapper fusion-column-has-shadow fusion-flex-justify-content-center fusion-content-layout-column\"><div class=\"fusion-title title fusion-title-2 fusion-sep-none fusion-title-text fusion-title-size-two\" style=\"--awb-font-size:var(--awb-typography1-font-size);\"><h2 class=\"fusion-title-heading title-heading-left fusion-responsive-typography-calculated\" style=\"font-family:var(--awb-typography1-font-family);font-weight:var(--awb-typography1-font-weight);font-style:var(--awb-typography1-font-style);margin:0;font-size:1em;letter-spacing:var(--awb-typography1-letter-spacing);text-transform:var(--awb-typography1-text-transform);--fontSize:48;line-height:var(--awb-typography1-line-height);\">Partner with a Legal Team That Understands Your Business<\/h2><\/div><div class=\"fusion-text fusion-text-4\"><p>As a trusted West Island law firm, we combine big-firm experience with personalized service that puts your business first.<\/p>\n<p><a href=\"\/en\/contact-us\/\">Contact us<\/a> for practical advice and guidance through complex situations.<\/p>\n<\/div><div ><a class=\"fusion-button button-flat fusion-button-default-size button-default fusion-button-default button-1 fusion-button-default-span fusion-button-default-type button-hover\" target=\"_self\" href=\"\/en\/contact-us\/consultation-request\/\"><span class=\"fusion-button-text awb-button__text awb-button__text--default\">Schedule a Consultation<\/span><\/a><\/div><\/div><\/div><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-2 fusion_builder_column_1_2 1_2 fusion-flex-column culture-right-img first\" style=\"--awb-bg-image:url(&#039;https:\/\/paquette.legal\/wp-content\/uploads\/2025\/06\/inner-cta-right-img.jpg&#039;);--awb-bg-position:center center;--awb-bg-size:cover;--awb-width-large:50%;--awb-margin-top-large:0px;--awb-spacing-right-large:0px;--awb-margin-bottom-large:0px;--awb-spacing-left-large:0px;--awb-width-medium:100%;--awb-order-medium:0;--awb-spacing-right-medium:0px;--awb-spacing-left-medium:0px;--awb-width-small:100%;--awb-order-small:0;--awb-spacing-right-small:0px;--awb-spacing-left-small:0px;\" data-scroll-devices=\"small-visibility,medium-visibility,large-visibility\"><div class=\"fusion-column-wrapper fusion-column-has-shadow fusion-flex-justify-content-flex-start fusion-content-layout-column fusion-empty-column-bg-image fusion-column-has-bg-image\" data-bg-url=\"https:\/\/paquette.legal\/wp-content\/uploads\/2025\/06\/inner-cta-right-img.jpg\"><img decoding=\"async\" class=\"fusion-empty-dims-img-placeholder fusion-no-large-visibility\" aria-label=\"inner-cta-right-img\" src=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%271282%27%20height%3D%27704%27%20viewBox%3D%270%200%201282%20704%27%3E%3Crect%20width%3D%271282%27%20height%3D%27704%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" alt=\"\" title=\"\"><\/div><\/div><\/div><\/div><\/p>\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":3,"featured_media":1184,"parent":622,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"100-width.php","meta":{"_acf_changed":false,"footnotes":""},"class_list":["post-624","page","type-page","status-publish","has-post-thumbnail","hentry"],"acf":[],"featured_image_src":"https:\/\/paquette.legal\/wp-content\/uploads\/2025\/08\/Fiscal-Law-Services-Trust-and-estate-planning-600x400.webp","featured_image_src_square":"https:\/\/paquette.legal\/wp-content\/uploads\/2025\/08\/Fiscal-Law-Services-Trust-and-estate-planning-600x416.webp","_links":{"self":[{"href":"https:\/\/paquette.legal\/en\/wp-json\/wp\/v2\/pages\/624","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/paquette.legal\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/paquette.legal\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/paquette.legal\/en\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/paquette.legal\/en\/wp-json\/wp\/v2\/comments?post=624"}],"version-history":[{"count":0,"href":"https:\/\/paquette.legal\/en\/wp-json\/wp\/v2\/pages\/624\/revisions"}],"up":[{"embeddable":true,"href":"https:\/\/paquette.legal\/en\/wp-json\/wp\/v2\/pages\/622"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/paquette.legal\/en\/wp-json\/wp\/v2\/media\/1184"}],"wp:attachment":[{"href":"https:\/\/paquette.legal\/en\/wp-json\/wp\/v2\/media?parent=624"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}