Introduction
We practice law in the areas of tax and estate
planning, corporations, partnerships, and trusts for individuals and
owner-managed businesses.
We are located in Calgary, Alberta, Canada.
Tax and Estate Planning
A major part of our work involves current planning for effective and tax
efficient structures and long term planning for retirement and sale or
transition to the next generation.
Transactions, Reorganizations
We also document the legal transactions required for implementation of
tax and estate plans formulated by ourselves or by other professionals. This often
entails creation of a new
corporation, partnership, trust, or contractual relationship, and/or
reorganization of existing structures.
Accountants
If an accountant is not comfortable with tax planning, we can review a
client's affairs and suggest planning opportunities. If a tax accountant
develops a plan, we can support them by providing advice on legal issues,
and by implementing the plan or supervising its implementation.
Lawyers
If a lawyer's client wishes to take steps that could have tax
consequences, we can review the proposed transactions and provide
suggestions. If we or another professional prepares a tax plan, we
can assist the client's lawyer to implement the plan.
Financial Planners
If a
financial planner does not have tax expertise in house, we can review a
financial plan for tax
issues. We can also provide legal implementation of a financial plan.
In addition, we can provide a planner with a variety of tools to integrate
into the services offered to clients.
Fees
We intend our fees to be very reasonable relative to the market for tax
and estate planning and implementation services. For "standard"
implementation work, we would generally be able to provide a flat fee quote.
For planning we would accrue fees based on an hourly rate, although for a
"standard" transaction we would
often be able to roll planning fees into an overall flat fee quote.
Biography
Orton Minor, B.A., LL.B, has been planning and implementing legal
transactions since 1986, and has been engaged in tax and estate planning
since 1991. He is committed to providing high-quality, reasonably priced,
and timely tax and estate planning and implementation services.
Contact Information Page
