Drawing on his first-hand experience in a family farm succession, Aidan shared practical insights for estate practitioners advising farm and ranch owners on the legal considerations that make agricultural succession uniquely complex.
Coming from a family that lost their farm, Aidan deeply understands the unique and complex legal and tax issues that farmers and ranchers face with agricultural succession planning. Because succession planning is the confluence of tax, estate, and corporate law, Aidan firmly believes that preserving family legacies requires a multifaceted and pragmatic approach. By navigating elaborate family and business structures, Aidan explores powerful inter vivos and post-mortem planning opportunities to mitigate tax burdens and ensure the smooth transfer of property and business interests across generations. Thoughtful advice is necessary in helping clients manage risks and family relations, assess business viability and operational continuity, and determine equitable division of property through intergenerational transitions. Aidan utilizes sophisticated wealth preservation methods, robust tax strategies, and meticulous drafting to achieve those objectives for his clients.
What sets Aidan apart is his deep connection to the rural and agricultural communities he serves; there are specific issues and considerations that are unique to farming that are sometimes only identifiable to those who understand the agriculture industry and its way of life. Aidan speaks the language. When he’s not in the office, he spends time on the back of a horse, lending a hand on farms, and helping rodeo stock contractors. In addition to tax, estate, and succession planning, Aidan also has experience representing clients in agriculture- and equine-related disputes, farm occupational health & safety investigations, real estate and land transactions, and general corporate matters. His written work on agricultural succession planning has been published in Western Horse Review, Canada’s leading equine magazine.
As a fourth-generation rancher, Tracy knows a thing or two about the complexities of managing and running a successful business. With her connections and personal passion rooted in the small business and agriculture communities, she takes pride in working directly with the owner and managers of the businesses, advising them in the areas of corporate, commercial, tax, business succession, estate planning, and estate administration. Having experienced the succession planning process first-hand in the transition of their family ranch most recently to Tracy and her partner, she finds sharing this experience helpful for connecting with clients. Tracy understands and has been through many of the same discussions, deliberations, and issues that her clients experience in the process of business succession and estate planning.
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