Practice Areas

Wealth Preservation Services

Alpert Law Firm works with entrepreneurs, high net worth individuals and family businesses to develop and implement long-term strategic objectives directed towards the inter-generational transfer of wealth.

Our team provides tax and corporate advice to develop plans that reduce and defer tax, preserve value and maintain the financial well-being of heirs. Wealth preservation often involves the creation of holding companies, a corporate reorganisation, and the implementation of an estate freeze.

Howard Alpert, C.S. is certified by the Law Society as a Certified Specialist in Taxation Law and a Certified Specialist in Corporate & Commercial Law, and is also recognized as an expert in Estates and Trusts Law. Vivian Xu, B.A. J.D. is an associate lawyer specializing in tax dispute resolution, tax litigation and taxation and estate planning services. Our team provides tax and estate planning solutions to preserve the value of estates by leaving as much as possible to your heirs, in a timely and cost-effective manner. Such planning regularly requires the preparation of wills, trusts, powers of attorney, living wills and property transfers.

Family business disagreements are extremely stressful and can harm relationships. It is also necessary to provide for contingency plans in relationships with business partners. Our team will work with you and your accountants and other professional advisors to plan and implement a current shareholder agreement to provide for orderly ownership and management continuity.

Our wealth preservation service areas include:

  • Asset Protection
  • Business Succession Advice
  • Capital Gains Exemptions
  • Corporate Reorganisations and Rollovers
  • Estate and Tax Planning Advice
  • Estate Freezes and Gift Planning
  • Family Trusts and Alter-Ego Trusts
  • 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
  • Wills and Multiple Wills

To see our recent newsletters on Wealth Preservation topics, click here.

To see our Estate Planning services, please click here.