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McLennan Ross Home  > Expertise  > Estates, Trusts & Taxation


Our Estates, Trusts & Taxation practice group are dedicated practitioners who regularly handle matters relevant to the creation and preservation of wealth through tax planning, estate planning, administration and litigation.

Our planning specialists work closely together to provide comprehensive advice, tailored to your specific needs and presented in a timely and cost-effective manner. Although a specialist group they also work with other practice areas and professionals to ensure that  the action being taken is appropriate to the circumstances.



In today’s popular culture people love to read about the will of a famous person or hear about the estate plan that went wrong and resulted in millions of dollars being left to a cat rescue centre.

However, it is not just the wealthy that need to consider estate planning; our clients are from all walks of life with needs as diverse as wanting to leave everything to their spouse to requiring a corporate restructuring to allow appropriate succession planning in a business. 

In developing an estate plan, we start with the here and now and move toward the future in a systematic fashion. We look at ways for you to retain as much of your wealth as possible and the various ways which you can pass your assets to the next generation or generations. Your wishes, coupled with your current responsibilities, are our paramount concern. We overlay tax consequences and other legal requirements in order to accomplish the appropriate planning. Download our Estate Planning Questionnaire - it's an important part of a thorough financial plan.  

The professionals in our group can assist in estate planning generally, or more specifically in the drafting of wills, trusts, enduring powers of attorney and personal directives. McLennan Ross is also known for its expertise in the area of estate litigation. 

Our clients benefit from our experience and expertise, coupled with a common sense approach to the special, individual concerns of each client. Our aim is to provide each client peace of mind that their assets are well protected.


Our tax team has extensive experience and expertise in all areas of taxation and assist a variety of clientele, including corporations, individuals, partnerships, trusts, joint ventures, public authorities and non-profit enterprises.


As Governments across the world aggressively pursue additional revenues companies are operating in an increasingly complex tax environment.

Our tax team has experience in advising on the full spectrum of corporate, financing, research and development,  investment and real estate transactions, as well as tax litigation and disputes. We provide innovative and practical tax advice and look for cost effective solutions to tax challenges.

We work closely with you to identify potential threats to your business, but are not afraid to defend your position and unlike accounting firms our team includes experienced tax litigators who can represent you in all phases of tax dispute resolution.

Through our membership of Meritas we can provide a truly international service. Meritas is one of the world's largest legal affiliations involving over 170 independent commercial law firms located in over 60 countries, giving us access to some 5,700 lawyers to draw upon to not only structure your legal arrangements to ensure the best tax treatment, but to document them and defend against revenue authorities around the globe.


Clients often come to us when facing complex tax problems that may jeopardize the preservation of their financial and personal assets. You may be faced with losing your house and savings. 

These risks can arise from a variety of circumstances,  often involving sensitive family relationships, a personal crisis, a divorce, or even the death of a family member or friend. We understand and respect the confidential nature of your problem and will seek the right solution for your particular problems and goals. 

However, where possible we prefer to help our clients avoid getting into these situations and proactively work with our clients on wealth transfer planning for individuals and estates, charitable giving and establishing charities and international tax planning, including vacation real estate, offshore trusts and tax havens.

For further information contact:

All Locations: Karen A. Platten, Q.C. 780.482.9278
All Locations: Raymond D. Hupfer, CA 780.482.9249


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