ESTATE & TRUST TAX SERVICES
Protecting Your Family’s Interests and Preserving Your Legacy
Estate and trust planning requires more than completing filings — it demands foresight, structure, and disciplined tax strategy. From probate considerations to trust compliance and estate income taxation, each decision can have lasting financial implications.
At A&R LLP, we serve as trusted advisors to families and estate trustees, helping them navigate complex rules with clarity and confidence. Our goal is to create flexible, tax-efficient plans that safeguard your legacy and support future generations.
ESTATE & TRUST TAX SERVICES
Protecting your legacy requires careful planning and disciplined compliance minimizing intergenerational tax exposure.
Estate Trust Returns (T3)
Preparation of estate and trust income tax returns including testamentary trusts and graduated rate estates (GREs) to manage post-death tax obligations.
Clearance Certificate Applications
Assistance with obtaining a CRA Clearance Certificate to confirm all tax liabilities are satisfied before distributing estate assets.
Trust Planning & Advisory
Guidance on establishing and maintaining trusts to preserve wealth and support future generations in coordination with legal advisors.
FAQ
A T3 return reports income earned by an estate or trust after death. It ensures compliance with post-death tax obligations.
A Clearance Certificate confirms all tax liabilities of an estate have been satisfied before distributing assets, protecting executors from personal liability.
Estate planning should begin during lifetime to minimize probate fees and intergenerational tax exposure.
Yes. We collaborate with legal advisors to ensure tax planning aligns with legal structures and documentation.