Alison J. Oxtoby

Specializations:

Wealth Management
Estate Planning
Trusts
Personal and Corporate Tax Planning

Alison J. Oxtoby is a distinguished legal expert dedicated to serving high-net-worth individuals, families, and owner-managers. With her expertise in wealth management and tax planning, Alison collaborates closely with clients to devise bespoke strategies for effective and efficient wealth management and transfer.

Practice Areas:

Basic Estate and Incapacity Planning: Comprehensive drafting of wills, powers of attorney, and health care representation agreements to ensure future security.
Complex Estate Plans: Crafting tax-optimized wills, including multiple wills and various trusts, such as alter ego and joint partner trusts, family trusts, and life insurance trusts, to reduce the risk of probate challenges and claims.
Tax-Driven Reorganizations: Implementing strategies like estate freezes and tax-deferred property transfers for optimal tax outcomes.
Estate Administration: Offering expert guidance in managing estates smoothly and compliantly.

Alison employs a meticulous and client-focused approach, assisting clients in navigating the complexities of estate and tax planning with precision and care, ensuring their objectives are met efficiently.

Year Call to Bar: 1997 (BC)

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