Lawyers - Collaborate or Associate

Heritage Private Wealth Law is looking to collaborate or associate with like-minded lawyers and law firms to create synergy with mutually complimentary practices.

Recommending estate and tax planning concepts creates a need for other legal work in areas such as real estate law, family law and mush more. Some of your clients’ estate and tax needs may call for a more in-depth approach to planning.

Sean Rheubottom has 20+ years as a tax and estate planning lawyer working on behalf of affluent client families across Canada, largely in Private Client and Trust corporate settings. Clients have mostly been family-owned businesses and farms. Precision in estate and tax planning and drafting has always been a focus. This work has always involved collaborating with and acting as a resource to legal, accounting, financial and tax advisors on behalf of mutual clients. This has allowed Sean to spend a great deal of time studying legal and tax aspects of estate planning for complex situations including corporate structures, resulting in opportunities to recommend solutions in almost any business, farm or individual situation.

Focused exclusively on estate, trust, tax and related corporate matters.

Knowledge and precision to assist in the right cases.

Synergy in complimentary practices.