Chair

Sally Dennis, Partner, Farris, Vaughan, Wills & Murphy LLP, Vancouver, BC. As head of Farris’ private wealth group, Ms. Dennis provides advice on all aspects of inter-generational wealth transfer and estate and business succession planning. She also provides trustee advisory and estate administration services. She has law degrees from Oxford, UBC and UVic and has practised in Vancouver since the mid-80s, initially as a business/securities/M&A lawyer at a major national firm, but as a trusts and estate planning lawyer for the last decade or so. Ms. Dennis is a member of the Society of Trust and Estate Practitioners and the Estate Planning Council (Vancouver), and holds a certificate in family enterprise advising from the UBC Sauder School of Business. She is a director of Rugby Canada and the CKNW Kids’ Fund.

   

Faculty

Jeffrey Bichard, Associate, Legacy Tax + Trust Lawyers, Vancouver, BC. Jeffrey is a member of Legacy’s Trusts, Estates & Estate Planning group. Jeffrey’s practice focuses on assisting clients with estate administration and estate planning. He advises executors and trustees on administering trusts and estates, and beneficiaries of their rights and interests in trusts and estates. Jeffrey also assists clients with preparing wills, powers of attorney, representation agreements, trusts and related planning documents. Jeffrey clerked at the British Columbia Court of Appeal before being called to the bar and joining Legacy. Jeffrey is a member of the Canadian Bar Association and a student member of STEP Canada.

   

Amy Francis, Principal, Legacy Tax + Trust Lawyers, Vancouver, BC. Amy received a Bachelor of Arts (Honours) from the University of British Columbia in 1994 and a Bachelor of Laws from the University of Toronto in 1999. She was called to the bars of British Columbia and Ontario in 2001. Amy has practised in the litigation departments of national law firms in both Toronto and Vancouver. Prior to joining Legacy, she worked as a tax litigator for the federal Department of Justice. Amy is ranked as “Consistently Recommended” by Lexpert and is named in Best Lawyers in Canada for Trusts and Estates. She is an adjunct professor at Allard School of Law at UBC where she teaches succession law. Amy advises clients on Wills Variation Act actions, validity of wills actions, trust claims, contentious administration issues, and committeeships.

   

Andrea E. Frisby, Principal, 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 has authored numerous papers in the areas of wills, estate, trusts and capacity issues and is a frequent speaker on these topics. Andrea is a member of the Society of Trusts and Estate Practitioners (STEP) and holds a TEP.

   

Michelle L. Isaak, Partner, DLA Piper (Canada) LLP, Vancouver, BC. Ms. Isaak practises in the areas of wills, estates and trusts, advising clients on all aspects of estate, trust and incapacity planning. A significant portion of her practice is devoted to advising executors, trustees and beneficiaries on estate and trust administration issues, such as obtaining representation grants; administering assets and trusts; resolving disputes; and passing accounts, both informally and through the court. Michelle has particular expertise in complex trust and estate administration issues such as multijurisdictional estates, insolvent estates, estates administered under the Indian Act, and estates where an heir may be responsible for the death of the deceased.

   

Emma A. McArthur, Lawyer, Farris, Vaughan, Wills & Murphy LLP, Victoria, BC. Emma focuses her practice on estate planning, estate administration, incapacity planning and special purpose trusts. Emma develops and implements estate and tax planning strategies for individuals through the use of wills, powers of attorney, representation agreements for health care, co-ownership agreements and inter vivos trust documents. Emma also acts as counsel to trust companies and other financial institutions on related matters. Emma is Past Chair of the Canadian Bar Association Wills and Trusts – Vancouver section. She has taught estate planning to lawyers in training at the Professional Legal Training Course and presents regularly at continuing education conferences for lawyers, accountants and financial planning professionals. She was recognized in Best Lawyers in Canada (2018), and has a BV Distinguished peer-review rating from LexisNexis – Martindale-Hubbell.

   

Amy Mortimore, Partner, Clark Wilson LLP, Vancouver, BC. Amy’s practice is solely estate and trust litigation. She represents executors and trustees, beneficiaries, trust companies, NPOs, charities, and committees. Amy has been named to Best Lawyers in Canada for Trusts and Estates for 2017 and 2018. She contributes to continuing legal education in many ways, including numerous presentations and papers on estate and trust law, serving on the Board of Directors of the Continuing Legal Education Society of BC, and co-chairing the Women Lawyers Retreat Committee for the Trial Lawyers Association of BC.

   

Josh Schmidt, Partner, Schmidt & Gilmour Tax Law LLP, Vancouver, BC. Josh restricts his practice to tax litigation, including representation for criminal tax evasion. Josh has appeared before the Tax Court of Canada, British Columbia Provincial Court, British Columbia Supreme Court, and British Columbia Court of Appeal. Prior to founding Schmidt & Gilmour Tax Law LLP, Josh practised tax at two national tax boutiques, working on tax litigation as well as tax planning for corporations, individuals, trusts and partnerships. He is a member of the Canadian Tax Foundation and has completed the CPA’s In-Depth Tax Course. Josh is a regular speaker on tax matters for both legal and non-legal audiences.

 

   
 

Richard Weiland, Partner, Clark Wilson LLP, Vancouver, BC. Richard’s practice is focused on tax and estate planning. He helps clients to realize their business and succession goals in a tax-effective manner. He also advises trustees on estate and tax matters. Richard teaches Taxation of Trusts and Estates as an adjunct professor at the Peter A. Allard School of Law at UBC, and regularly speaks and writes on tax and estate matters for professional and lay audiences.