Estate Planning Services

Alpert Law Firm assists entrepreneurs and high net worth individuals in planning and arranging their affairs to preserve wealth and complete an orderly transfer of property and assets to spouses or from one generation to the next.

Alpert Law Firm's unique tax expertise enables us to get the best results for our clients by minimising and deferring taxes. We work with your accountant and other professional advisors to create and implement a personalised estate plan for you and your family.

Howard Alpert, C.S. is recognized as an expert in Estates and Trusts Law and is certified by the Law Society as a Certified Specialist in Taxation Law and a Certified Specialist in Corporate & Commercial Law. Andrew Peddle, M.B.A. J.D. is an associate lawyer specializing in tax dispute resolution, tax litigation and taxation and estate planning services.

Our estate planning service areas include:

• Asset Protection
• Business Succession Advice
• Capital Gains Exemptions
• Corporate Reorganisations and Rollovers
• Estate and Tax Planning Advice
• Estate Freezes
• Family Trusts and Alter-Ego Trusts
• Gift Planning
• Intergenerational Wealth Transfers
• Life Insurance Planning
• Living Wills
• Marriage Contracts and Cohabitation Agreements
• Post Mortem Planning
• Powers of Attorney
• Probate Tax Reductions and Deferrals
• Property Transfers
• Shareholder and Partnership Agreements
• Wealth Preservation
• Wills and Multiple Wills

At Alpert Law Firm we keep abreast of the most recent tax and legislative changes that could impact your estate plan. We are committed to providing you with dependable, personal and professional service.

To see some of our recent newsletters on Estate Planning, click here.

To see our Wealth Preservation services, click here.