About Desiree Katz

Desiree has extensive experience in advising clients with respect to taxation and estate planning. In particular, Desiree assists clients with corporate tax planning, personal tax planning, corporate reorganizations and tax efficient business structuring. Desiree also has experience with distribution planning, the implementation and use of family trusts, succession planning and inter-generational transfers of businesses and personal estate planning, including estates with foreign property and non-resident beneficiaries.

Typical Clients

• Individuals and families with tax and estate planning needs
• Individuals with foreign property
• Business owners requiring succession plans
• Transferring generational wealth and safeguarding legacies