Wealth and estate
Post-mortem tax planning
Managing the tax consequences related to the death of a shareholder.
Post-mortem tax planning
The death of a business owner can have significant tax consequences for their estate and the companies they owned.
Certain post-mortem tax strategies can be considered in order to effectively manage the transfer of assets and the consequences arising from death.
Partenariat Fiscal assists estates and families of entrepreneurs in the analysis and implementation of post-mortem tax strategies in Quebec, in coordination with other professionals involved in the case.

On this mandate
Questions about Post-mortem tax planning
- What is post-mortem planning?
- Post-mortem planning aims to analyze and implement certain tax strategies following the death of a shareholder or business owner in order to effectively manage the tax consequences that may arise.
The other mandates in “Wealth and estate”
Contact details
Let’s talk about post-mortem tax planning
A first conversation at no charge, to pin down the need and tell you frankly whether this is the mandate that applies.
- [email protected]
- Phone
- 418-800-1577
- Hours
- Monday to Saturday: 8:00am to 6:00pm
- Territory
- Province of Quebec
Write to us
We reply within one business day.

