Business Details
37 Years
experience
Trusted Tax & Estate Planning Lawyers in Toronto
Friedlan Law is a boutique tax and estate planning firm dedicated to providing comprehensive legal solutions for owner-managed businesses, private companies, and high-net-worth individuals. Founded in 1989, our practice integrates tax planning and legal expertise to address complex financial and estate matters. With decades of combined experience, our team collaborates with accountants, financial planners, and corporate lawyers to deliver efficient, client-focused services. We specialize in corporate reorganizations, estate freezes, shareholder agreements, and tax litigation assistance. Our professionals hold advanced degrees from prestigious institutions and maintain active memberships in leading legal and tax organizations. We prioritize stability and clarity in tax and estate planning, offering tailored strategies for wealth preservation and business succession.Our approach combines rigorous analysis with practical implementation, ensuring clients receive actionable advice aligned with their long-term goals. Through continuous engagement with industry developments, we remain at the forefront of evolving tax regulations and estate planning practices. Our commitment to excellence is reflected in our contributions to professional publications and conferences, establishing us as trusted authorities in the field. Clients benefit from our multidisciplinary methodology, which streamlines complex processes while maintaining compliance with legal standards.
Services
Tax Planning
Estate Planning
Corporate Reorganizations
Wills & Trusts
Tax Litigation Assistance
Details
- Year established: 1989
Highlights and features
- We offer 35+ years of combined experience in tax and estate law
- Our team collaborates with CPAs and financial planners for holistic solutions
- We specialize in complex corporate reorganizations and estate freezes
- Our lawyers hold advanced degrees from top-tier institutions
- We maintain active roles in leading tax and legal professional organizations
Associations and certifications
- Law Society of Ontario
- Canadian Tax Foundation
- Canadian Bar Association
- Society of Trust and Estate Practitioners
Services
Personal & Corporate Tax Planning
We provide comprehensive tax planning for businesses and individuals, focusing on minimizing liabilities while ensuring compliance. Our services include business structure optimization, incorporation strategies, and transactional tax planning for mergers and acquisitions. Clients benefit from our integrated legal and financial expertise to create sustainable tax-efficient frameworks.
Estate Planning
Our estate planning services help clients preserve wealth across generations through customized strategies. We specialize in estate freezes, trust creation, and succession planning for business owners. By combining legal documentation with tax optimization techniques, we ensure smooth asset transfers while addressing potential tax implications for beneficiaries.
Legal Implementation of Tax Plans
We translate tax strategies into actionable legal documents, including shareholder agreements, corporate reorganizations, and asset transfer mechanisms. Our team ensures proper documentation for complex transactions like butterfly reorganizations and amalgamations, maintaining compliance with evolving regulatory requirements throughout the implementation process.
Tax Litigation Assistance
We assist clients in resolving tax disputes through objection preparation, appeals, and voluntary disclosure submissions. Our services include CRA correspondence and representation in tax litigation matters, leveraging our deep understanding of tax law to protect clients' interests during audits and assessments.
Estate Freezes
Our estate freeze services help business owners lock in current asset values for tax purposes while transferring future growth to beneficiaries. We create tailored structures using trusts and corporate reorganizations, ensuring compliance with tax regulations while maintaining control over business operations during transition periods.
People
Philip Friedlan
Founder
JD, MBA from University of Toronto and McGill University. Practicing tax lawyer since 1989 with experience at Royal Trust and Arthur Andersen. Member of Law Society of Ontario and Canadian Tax Foundation. Specializes in corporate tax planning and estate law.
Adam Friedlan
Tax & Estate Planning Lawyer
JD, LLM with background in business finance. Completed CPA Canada's In-depth Tax Course. Member of Law Society of Ontario and Canadian Bar Association. Focuses on estate planning and tax litigation assistance for high-net-worth clients.
Questions
What areas of law does Friedlan Law specialize in?
We specialize in tax planning, estate planning, and legal implementation of tax strategies for businesses and high-net-worth individuals.
How does Friedlan Law collaborate with other professionals?
We work closely with accountants, financial planners, and corporate lawyers to provide comprehensive solutions that integrate legal and financial considerations.
What makes Friedlan Law different from other firms?
Our unique combination of legal expertise and financial background enables us to address complex tax and estate matters with practical, actionable solutions.
Do you handle cross-border tax issues?
While our primary focus is Canadian tax law, we collaborate with international experts to address cross-border tax planning requirements.
How do you approach estate planning for business owners?
We create customized estate freezes and succession plans that preserve business value while facilitating smooth generational transfers.
