Estate & Succession Planning Tax Services
Strategic estate and succession tax planning to protect wealth, preserve legacy, and ensure a smooth transfer to the next generation.
Estate and Succession Planning Tax Services
Our Estate & Succession Sub-Services
Succession Planning
We assist business owners and families in developing succession plans that address ownership transfer, management continuity, and tax efficiency. Our approach minimizes disruption, preserves business value, and ensures a smooth transition to the next generation or new owners.
Estate Planning
Our estate planning services focus on minimizing tax liabilities upon death while protecting family wealth. We help structure assets, wills, and beneficiary designations to ensure your estate is distributed according to your wishes with reduced probate and tax exposure.
Trust Structuring
We design and implement trust structures for tax planning, asset protection, and wealth preservation. Our services include family trusts, testamentary trusts, and inter vivos trusts, structured to align with your financial and succession objectives.
Post-Mortem Planning
We provide post-mortem pipeline tax planning to reduce taxes triggered on death. Our strategies help manage capital gains, corporate assets, and distributions efficiently, preserving more wealth for beneficiaries.
Long-Term Wealth & Legacy Planning
Why Mitesh Patel Professional Corporation for Estate & Succession Planning
Mitesh Patel Professional Corporation, Chartered Professional Accountants, Business & Tax Advisors, delivers specialized estate and succession planning tax services for individuals, families, and business owners. We understand the complex tax implications that arise during asset transfers, business succession, and post-mortem planning.
Our firm takes a proactive and personalized approach—working closely with clients and their legal advisors to design tax-efficient structures that align with long-term goals. We focus on minimizing capital gains tax, preserving corporate value, and reducing estate-related risks. With strong technical expertise and a strategic mindset, we help clients protect their legacy while ensuring compliance with Canadian tax laws.
Testimonials
CRA Audit Support You Can Trust — Prompt & Professional
Dealing with a CRA audit was overwhelming, but Mitesh Patel, CPA gave us complete confidence. They managed all CRA audit correspondence, explained every step clearly, and ensured our income tax reporting was perfect. Their prompt and professional approach in audit representation made the process smooth and stress-free. Highly recommend Mitesh Patel for any CRA audit support services.
"The estate freeze strategy implemented by Mitesh Patel, CPA exceeded our expectations. He helped us in divesting our business and helped us with tax efficient planning of the proceeds of disposition which permitted us to retire peacefully. They explained complex tax concepts in simple terms and ensured our family wealth was preserved for future generations. His professionalism and attention to detail made a challenging process stress-free. I strongly recommend Mitesh Patel CPA for your divestiture of business, Estate freeze and Succession planning.”
"When it came time to divest part of our business, Mitesh Patel CPA provided exceptional planning and execution. Their expertise in tax optimization and transaction structuring helped us maximize value while minimizing tax exposure. We couldn’t have asked for a more dedicated and knowledgeable team. Mitesh Patel is a trusted advisor who offers personal guidance and care. His professional, knowledgeable, and trustworthy approach was well received by all parties involved. I highly recommend Mitesh Patel CPA for your business, tax, and personal financial needs."
Facing a CRA personal tax audit was intimidating, but Mitesh Patel, CPA gave me complete confidence. They acted as my tax representative, managed every detail with CRA professionally, and ensured a fair outcome on my Notice of Assessment review. I felt supported from start to finish—their tax dispute resolution and audit defense services in Canada are exceptional.
We engaged Mitesh Patel CPA to design a holding company structure that optimized our tax position, and the results were exceptional. His expertise in corporate tax planning, intercompany transactions, and trust and estate structuring helped us reduce tax liabilities and protect assets for the long term. Mitesh explained complex strategies in simple terms and ensure full compliance with Canadian tax laws. If you’re looking for tax-efficient corporate structuring in Canada, we highly recommend his services.
As a business owner, I need a team I can trust with the numbers—and Mitesh Patel, CPA and his team delivered beyond expectations. They took care of our accounting and tax filings so we could focus on growing the business. Their advice helped us save money and plan smarter for the future. Professional, reliable, and always available when we needed them. Strongly recommend his services for business accounting, tax planning and compliance.
Client Success Stories
Hire an Estate & Succession Tax Advisor
What We Do in This Service
- Create and manage family trust structures
- Develop tax-efficient succession strategies for families and businesses
- Design and implement estate tax planning structures
- Reduce tax exposure triggered on death
- Support post-mortem pipeline planning
- Coordinate with legal and financial advisors
Why Choose Our Estate & Succession Planning Services
Top 3 Reasons to Hire Our Estate & Succession Planning Services
Wealth Preservation Focus
Business Succession Expertise
Integrated Tax Planning
Meet The Team
Mitesh Patel
Principal
Sachiv Mehta
Consultant
Mansi Parmar
Staff accountant
Blogs
