Chair

Nicholas P. Smith, Principal, Legacy Tax + Trust Lawyers, Vancouver, BC. Nick Smith is a founding principal with Legacy Tax + Trust Lawyers in Vancouver.  For over 25 years, Nick’s practice has focused on Federal, Provincial and international tax and estate planning, with an emphasis on owner manager corporate reorganizations, tax structuring of purchases and sales of businesses, business succession and working with trusts, estates and tax-planned wills.  He also has particular expertise dealing with the 21 year deemed disposition rule applicable to most trusts.  He was called to the British Columbia Bar in 1989 and is a frequent author and lecturer for a variety of professional organizations.  He has authored the chapter on Private Business Succession in the British Columbia Estate Planning and Wealth Preservation book published by the Continuing Legal Education Society of B.C.  Nick is an Adjunct Professor at the University of British Columbia Faculty of Law and has been qualified by the British Columbia Supreme Court as an expert in Canadian taxation. He has been selected by peers for inclusion in Best Lawyers in Canada (Tax Law) and Lexpert.

Faculty

David R. Baxter, B.Comm. (Honours), LL.B., Partner, Thorsteinssons LLP, Vancouver, BC. Mr. Baxter’s practice focuses on tax planning for individuals, trusts and corporations in both domestic and international matters, including divisive reorganizations, estate planning, business structuring and sales, life insurance matters, foreign affiliates and cross-border structures. His clients include private enterprises, owner-managers and public corporations. Mr. Baxter is a frequent lecturer on tax planning matters. He has written numerous papers and articles and is the author of business succession courses for the Institute of Chartered Accountants of BC and Ontario. Mr. Baxter has also lectured on tax matters at UBC law school.

   

Andrea E. Frisby, Associate, Legacy Tax + Trust Lawyers, Vancouver, BC.  Andrea focuses her practice on assisting clients with estate and trust planning and administration. She prepares wills, trust documents, powers of attorney and representation agreements for clients, and also provides legal advice on estate and trust administration. Andrea was called to the Bar in 2008, after clerking at the BC Supreme Court. She has a broad legal background, having practised in estate and insolvency litigation, employment and administrative law prior to turning her focus to planning. Andrea is a regular author of publications in her practice areas for both legal and non-legal audiences.

 

 

Terry Gill, Principal, Gill Tax Law, Vancouver, BC.  At the start of his career, Terry Gill completed articles of clerkship with judges at the British Columbia Court of Appeal, allowing him to learn about the inner workings of the court. After completing this clerkship, he was appointed a Department of Justice federal prosecutor and gained valuable court experience and insight into the Canada Revenue Agency's operations. Mr. Gill then joined Vancouver's largest tax law firm, where he practiced as a tax litigator for over a decade and became a partner of the firm before founding Gill Tax Law. In his civil tax litigation practice Mr. Gill advises and represents clients with respect to CRA audits and appeals and has appeared in tax related cases before many different courts, including the Tax Court of Canada, the Superior Courts of British Columbia, Alberta, Saskatchewan and Ontario, the Federal Court of Canada and the Federal Court of Appeal. A significant part of Mr. Gill's civil tax litigation practice has involved the rectification of tax problems and he is amongst the most experienced counsel in Canada in obtaining superior court rectification orders.  He has lectured and written extensively on various aspects of taxation law at conferences, meetings and courses for both legal and non-legal audiences. 

 

 

Mary Hamilton, Associate Counsel, Davis LLP, Vancouver, BC. Mary has almost 25 years of experience in matters relating to wills, trusts and estate administration, and leads her firm’s Wills, Estates and Trusts group. She has held senior positions with various wills, estates and trusts groups in Vancouver and was named Vancouver Trusts and Estates Lawyer of the Year 2011 by Best Lawyers. Mary advises clients about their estate planning and using wills, trusts and other vehicles (including charitable giving) to minimize taxes on death. She also advises about incapacity – preparing powers of attorney, nominations of committee and representation agreements and advising attorneys, committees and representatives about their roles and responsibilities. Mary lectures frequently to both legal and non-legal audiences on topics pertaining to wills, estates, incapacity and charitable giving.  

 

 

Shane Onufrechuk, Partner, Tax, KPMG LLP, Vancouver, BC. Shane’s focus at KPMG LLP is in the area of Canadian corporate tax with an emphasis on PPP project finance structuring, corporate reorganizations, acquisitions and providing tax advisory services to other professionals. Shane has written and presented for a variety of legal and non-legal audiences, including the Institute of Chartered Accountants of BC and the Society of Trust and Estate Practitioners. He plays an active role in ICABC professional development and has been involved in teaching and course development for the CA School of Business as well as the Sauder School of Business.

 

Pam Prior, CPA, CA, TEP, Partner, Tax, KPMG LLP, Burnaby, BC.  Pam has been with KPMG for over 25 years and has been practising tax since 1990.  In her practice, Pam acts as a trusted business advisor to private owner managed businesses, focusing on addressing tax compliance and tax planning issues at both a corporate and personal level. She specializes in the areas of estate planning, trusts and charitable giving and has received a Trust and Estate Practitioner (TEP) designation from the Society of Trust and Estate Practitioners. She also advises charities and non-for-profit organizations on their tax compliance and tax planning issues. 

 

Genevieve N. Taylor, Principal, Legacy Tax + Trust Lawyers, Vancouver, BC. Ms. Taylor practises in the areas of wills, estates, trusts and related taxation including the preparation of wills, powers of attorney, representation agreements and inter vivos trusts and applications for probate and letters of administration. She regularly advises beneficiaries, trustees, executors and administrators regarding the administration of trusts and estates and has been involved in the successful conduct and settlement of estate and trust litigation. Ms. Taylor has authored and co-authored a number of papers in the area of wills, estates, trusts and adult guardianship and is a frequent speaker on these topics.

 

Will Todd, Associate Counsel, Davis LLP, Vancouver, BC. Will Todd provides tax and estate planning solutions for Canadian-resident U.S. citizens and their family members and Canadians holding or acquiring U.S. real property, among others with cross-border tax exposure. He is a member of the British Columbia and Ontario bars and is also admitted to practice law in New York and Massachusetts. Will advises clients about their tax and estate planning and using wills, trusts and other vehicles to minimize taxes on death. His advice often relates to cross-border estate planning for clients subject to the laws in Canada and the United States. His tax practice includes analysis of U.S. gift, estate and generation skipping taxes, the Canadian tax rules for spousal and non-resident trusts and the Canada-U.S. Tax Convention.

 

Richard T. Weiland, Partner, Clark Wilson LLP, Vancouver, BC. Richard Weiland is a Partner with Clark Wilson LLP and a member of the firm’s Wealth Preservation Group. His practice has an emphasis on advising business owners and high net worth individuals and families on corporate structuring, tax, and estate planning. He also advises a number of charities and other tax-exempt entities on tax, governance and business structuring matters. Richard has completed the Canadian Institute of Chartered Accountants’ In-depth Tax Course, and has authored chapters for publications by the Continuing Legal Education Society of BC on estate planning and administration issues. He is a regular speaker and author for both legal and non-legal audiences.