Counsel at Fasken Martineau DuMoulin LLP
Alison J. Oxtoby specializes in wealth management, estate planning, trusts, and personal and corporate tax planning. She collaborates with high-net-worth individuals, families, and owner-managers to create tailored strategies for managing and transferring wealth effectively and efficiently.
Alison’s practice encompasses a wide range of services, including:
Basic Estate and Incapacity Planning: Drafting wills, powers of attorney, and health care representation agreements.
Complex Estate Plans: Developing tax-planned wills, multiple wills, alter ego and joint partner trusts, family trusts, life insurance trusts, and other advanced strategies to minimize probate and reduce the risk of wills variation or other claims.
Tax-Driven Reorganizations: Implementing estate freezes and other tax-deferred property transfers to optimize tax outcomes.
Estate Administration: Assisting with the smooth and compliant management of estates.
With a meticulous and client-focused approach, Alison helps her clients navigate the complexities of estate and tax planning, ensuring their goals are achieved with precision and care.
year Call to Bar : 1997 (BC)
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January, 2025
Thursday
August 26,2019
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