Corporate Tax And Trusts

Thoughtful tax and trust planning to help you protect wealth, stay compliant, and make confident, informed decisions.

Our Approach

At Mann Lawyers, our experienced Business Law team works closely with you and your team of accounting and financial advisors to plan and implement effective tax strategies for you and your businesses.

Our lawyers are up to speed on all the latest developments, interpretations and planning techniques so you can rest easy knowing that you have the best team in your corner.

In relation to tax planning and implementation, we assist with:

  • Corporate reorganizations
  • Professional partnerships and associations
  • Private corporations
  • Trusts
  • Business succession
  • Generational tax planning
  • Limited partnership vehicles
  • Sale of businesses

Corporate Reorganizations

Maximize tax efficiency and mitigation. Protect your assets by engaging our great Business Law team. We listen to you and analyze your unique situation to find the solution that is right for you.  Let us help you with:

  • Section 85(1) or 85.1 rollovers
  • Section 86 capital reorganization
  • Section 51 transfers
  • Divisive reorganizations
  • Capital stripping

Private Corporations

Our Business Law team at Mann Lawyers assists corporations across all industries in Ontario, Canada and the United States of America (U.S.A.). We work proactively to provide corporations of all sizes the tax advice required for maximizing the return to shareholders. Please see our Corporate and Commercial page for further information.

Trusts

Trusts are one of the most versatile and flexible tools in tax and creditor planning, yet one of the most misunderstood. At Mann Lawyers we appreciate the benefits of creating a trust. From the creation to the wind up, Mann Lawyers can help. We implement:

  • Inter Vivos family trusts
  • Alter Ego trusts
  • Bare trusts
  • Employee trusts
  • Voting trusts

Business Succession Planning

Devising a plan to facilitate the most effective and efficient transfer of a business can be extremely challenging. Our Business Law team at Mann Lawyers is well positioned to provide a comprehensive and well-rounded service concerning your succession plan. Not only do we appreciate and address the tax and corporate components of your business, but at Mann Lawyers we are able to consult and collaborate with experts in our various areas of practice, including wills and estates, employment and labour law, and/or family law, among others.

We also understand that a succession plan not only considers financial aspects, but emotional as well. We listen to you and take your needs, concerns, and priorities to heart. We appreciate your investment via hard work to build and maintain a successful business, so let our team help at this crucial juncture. Our goal is to assist our clients develop the most cost-effective plan by guiding them through their options.

If your business is a family business then there is an additional level of complexity, and often anxiety. The Mann Lawyers Business Law team can help by providing comprehensive and trusted legal services. We have extensive experience and knowledge on advising and assisting family businesses – some of our team members even grew up contributing to their own! Whether a tax issue or developing a plan, the Mann Lawyers Business Law team is ready to help.

Generational Tax Planning

We work hand in hand with your estate planner to assist with the transfer of shares of your corporation to the next generation. Corporate wills, pipeline transactions, testamentary trusts, charitable giving and private foundations are some of the vehicles that we can advise and assist with.

Limited Partnerships

The flow through nature of partnerships offer a real opportunity in structuring your business. If you anticipate large capital expenditures or need to raise capital, then you should talk to one of our Business Law lawyers.  Get your structure right, from the beginning.

Sale of a Business

Get the most out of your sale. The Mann Lawyers Business Law team is experienced, knowledgeable and adept at maximizing your return by using mechanisms that are cost effective and efficient. See our Sale and Purchase of Businesses page for more information.

For more information, contact the Mann Lawyers Business Law team.

Connect with our Team

Offices in Ottawa and Perth     (613) 722-1500

Related Service Areas

Commercial Leasing
Clear guidance for landlords and tenants on negotiating, drafting, and managing commercial leases across all property types.
Corporate And Commercial
Day-to-day legal support for your business, with practical advice on contracts, governance, and growth opportunities.
Finance
Insight and support for investors, lenders and borrowers, helping structure, negotiate, and close financing arrangements with confidence.
Franchising
Practical, business-focused advice for franchisors and franchisees, from setup and disclosure to day-to-day operations and resolving disputes.
Not-For-Profits And Charities
Legal support for all the legal needs of not-for-profits and charities, including incorporation and charitable registration, governance advice, regulatory compliance, employment law and board of directors training.
Partnerships
Helping you build strong partnerships with clear agreements, tailored governance solutions and measured advice should challenges or disputes arise.
Purchase And Sale Of A Business
Helping you build strong partnerships with clear agreements, tailored governance solutions and measured advice should challenges or disputes arise.
Services For Professionals
Responsive legal support tailored to professionals, from setting up your practice to managing risk and planning for the future.

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