Support for the people you choose
A child or a loved one may need support over time. We consider their circumstances and whether a trust could have a useful place in your estate plan.
Trust and succession planning
A plan for what comes next.
You may be planning for someone who needs ongoing support, a family business, or the next generation. We help you consider whether trusts and other arrangements fit your circumstances.
Discuss your needsWhat we’ll work through
What matters now.
What you want to carry forward.
A future for your family business
Your business is part of your life and your estate. We help you consider the people involved, your wishes for its future, and the arrangements already in place.
Arrangements that fit your life
Start with what you want to achieve. We consider trusts and other planning options where appropriate, alongside your assets, family circumstances, and longer-term goals.
A few common questions
Before we talk.
You may have a clear goal without knowing which arrangements would suit it. These questions are a starting point for discussing your family, your business, and the future you have in mind.
Is a trust necessary for every estate plan?
No. We consider whether a trust is appropriate for your circumstances and objectives. The starting point is what you want to achieve and who you want to provide for.
What circumstances may make trust planning relevant?
Planning for minor or vulnerable beneficiaries, family-business interests, significant assets, or particular succession objectives may call for a discussion about trusts. The structure should be considered in the context of your wider estate plan.
Can succession planning address a family business?
Family-business interests can form part of the planning discussion. It helps to identify your wishes for the business, the people involved, and any existing arrangements that need to be considered.
What information is useful for an initial discussion?
An overview of your family circumstances, assets, business interests, and existing estate documents is a useful starting point. Bring your questions and explain the outcomes that matter to you.
416-640-2970jared@rosenbaumestatelaw.com
393 University Ave., Suite 2000
Toronto, ON M5G 2M2
Meet virtually or in person.