Counsel to directors and trustees of several private or public foundations established for estate planning and philanthropic purposes
Officer and Administrator of public foundation providing scholarships permitting lawyers from Ontario to study in London, England, and lawyers from England to study in Toronto
Retained by senior Canadian businessman to establish and register a private foundation to be used for philanthropic purposes
Acting as Sole Executor and Trustee of large Estate requiring liquidation of real estate, personal articles, and publicly traded securities and distributing estate to one of Canada's largest health care institutions
Director of successful Canadian private business and Trustee of Inter Vivos Trust which is sole shareholder of the business
Retained by Trustees of complex set of family estates, trusts and corporations to reorganize family holdings to minimize exposure to foreign taxes
Counsel to Trustee of Inter Vivos Trust involving the variation of the terms of the trust, including obtaining consent of beneficiaries and court application
Counsel to Trustee of large Estate having more than 50 beneficiaries with capital distributions postponed for more than 70 years
Counsel to Trustees of large Estate and to Trustees of an Inter Vivos Trust, including sale of important media businesses and other business interests
Retained by wealthy Canadian businessman to propose and implement plan to reorganize his assets to minimize income tax payable at death
Retained by Trustee of large Estate to provide opinion on discretionary powers of the trustees to distribute capital to beneficiary
Retained as expert on estate planning and estate administration matters by one of Canada’s largest national law firms
Counsel to Trustees of a large Estate involving several families and multiple corporations with valuable real estate holdings to be sold