The Thompson Family's Story — Protecting an Inheritance

When David Thompson’s parents both passed away in the same year, he and his siblings inherited the family holding company — which by then held close to $2 million in investments. Along with their grief came a looming, six-figure tax threat: a capital gain on the disposition of the private shares, followed by a dividend the estate would have to pay out.

We coordinated a post-mortem pipeline strategy that removed the second layer of dividend tax and allowed funds to be extracted from the corporation at capital-gains rates for all of the beneficiaries.

The result was significant tax savings — and the freedom for the family to focus on what mattered most: supporting each other.