Tax Law

Clear, human, and strategic tax solutions to support your life, family, and business projects.

Taxation as a strategic lever

We view taxation first and foremost as a tool to serve a life project, not the other way around. Our role is to translate your personal, family, corporate, or philanthropic objectives into concrete solutions that align with your reality and values.

Even within a legal and tax framework that may seem rigid, we seek creative, tailored, and responsible avenues so that every tax decision remains aligned with what truly matters to you: protecting your wealth, ensuring business continuity, fostering family harmony, contributing to the community, and achieving peace of mind during generational transitions.

Our goal is to make taxation a strategic lever serving your life project, your business, and your assets, rather than a source of complexity or uncertainty.

A comprehensive, integrated and collaborative approach

A personalized approach

We work within a comprehensive approach that considers your short, medium, and long-term objectives, integrating your personal and family situation, your business and growth projects, and your legal, tax, and operational constraints.

Clear language

We simplify complex tax issues, coordinate other professionals when needed (lawyers, notaries, CPAs, wealth managers, financial advisors), and act as a central facilitator to ensure a coherent, harmonized, and sustainable strategy.

Discipline, transparency and active listening guide each of our actions

We are committed to providing you with clear and comprehensive explanations, offering tailor-made solutions adapted to your context, anticipating the human factors behind every tax decision, and working collaboratively with your other advisors to implement coherent and sustainable strategies.

Support at every key stage of your journey

Our team brings together complementary expertise in tax law, trust law, and estate planning.

Tax and estate planning

Clarifying your objectives, protecting heirs, ensuring fairness among family members, and implementing tailored structures.

Corporate tax reorganization and restructuring

Structuring or reorganizing corporate groups to foster growth, asset protection, business succession, and long-term sustainability, while ensuring compliance with applicable tax regulations.

Trust law and drafting of legal documents

Establishment and review of inter vivos or testamentary trusts, drafting of fiduciary wills and trust deeds, as well as related documents involving tax considerations.

Testamentary tax planning and review of existing arrangements

Analysis and update of estate planning based on changes in your family, wealth or business situation, to maintain the consistency and relevance of your provisions.

Settlement and support in matters of estate administration

Analysis of tax implications in the context of estate settlement, optimization of available tax choices and support for executors and heirs throughout the process.

Taxation of individuals and trusts

Review and optimization of income tax returns for individuals and trusts, implementation of compliant and prudent optimization strategies.

Tax support in anticipation of and during a business sale or intergenerational transfer

Pre-closing tax analysis and planning, tax burden optimization, deferral strategies, review and drafting of tax clauses, support throughout the transaction, coordination with professionals and post-sale tax follow-up.

Our Tax Law Team

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Lawyer

Pierre Lessard

Notary and Tax Specialist

Catherine Tremblay

Lawyer

Xavier Dussault

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