Retained by high net worth individuals to draft multiple testamentary instruments to provide for an efficient distribution after death of assets held in multiple jurisdictions to beneficiaries living throughout the world
Retained by Trustees of complex set of family estates, trusts and corporations to reorganize family holdings to minimize exposure to tax
Counsel to Estate Trustees of Testamentary Trusts involving the variation of the terms of the trust, including obtaining consent of beneficiaries and court application for the purpose of providing for an early termination of the trust and estate
Counsel to foreign entity in negotiations with Canada Revenue Agency for the successful repatriation of funds to the foreign entity on a tax efficient basis
Provide advice to Trustees and Estate Trustees on the administration of large Estates and Trusts
Retained by high net worth individuals and their families to propose and implement plans to reorganize assets, successfully transfer wealth to next generation and to minimize income tax payable at death
Retained to provide expert advice and counsel to family law counsel in dealing with a contentious divorce involving multiple trust entities holding the family assets
Provide advice to estate litigation counsel in complex estate and trust litigation, most recently as counsel to the Children's Lawyer in Re Kaptyn Estate
Act as counsel to Estate Trustees for passing of Accounts and compensation issues, most recently in Re John Frederick Mitchell Estate
Counsel to directors and trustees of charitable private or public foundations
Retained by various individuals and religious entities to establish and register private charitable foundations