Chair

Cheyenne Reese, Principal, Legacy Tax + Trust Lawyers, Vancouver, BC. Cheyenne assists clients with tax, estate and trust planning. Cheyenne received her J.D. from the University of Victoria in 2005 and her Masters of Law Degree in International Taxation from New York University in 2006. As a result, a major part of her practice is related to cross border U.S. – Canada transactions and estate planning, including estate, gift, and generation skipping tax issues. In addition, Cheyenne advises U.S. citizens and green card holders regarding U.S. tax compliance and the U.S. expatriation tax rules. Cheyenne was called to the British Columbia Bar in 2007 and has been at Legacy Tax + Trust Lawyers since that time, becoming a Principal in 2013. Cheyenne has completed Parts I and II of the Canadian Institute of Chartered Accountants’ In-Depth Tax Course. She presents often on cross-border tax and estate planning issues.

   

Faculty

Litza N. Anderson, BA, LLB, TEP, Estate & Trust Consultant, Scotia Wealth Management, Vancouver, BC. Litza provides guidance on estate planning strategies and related documents. Clients benefit from customized tax-considered strategies that align their investment, retirement, philanthropic and estate plans to help safeguard financial well-being into the next generation. A Vancouver native, Litza clerked at the Tax Court of Canada in Ottawa and practised for several years at a large law firm in Toronto specializing in estate planning. Prior to returning to Vancouver, she worked in the Cayman Islands at one of the world’s largest offshore law firms specializing in succession planning for international high net worth clients. Litza was called to the Ontario Bar in 2002 and the BC Bar in 2009. Litza is currently the Chair of the Vancouver Branch of STEP.

   

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.

   

Peter J. Glowacki, Counsel, Borden Ladner Gervais LLP, Vancouver, BC. Peter is Regional Co-Leader (Planning and Administration) of BLG’s Vancouver Family Wealth Counsel Group and practises primarily in the areas of wills, trusts and estates law, including more than 25 years of experience in all aspects of trust and estate planning, administration and litigation. This includes the planning, preparation and ongoing advice to settlors, will-makers, executors, trustees and beneficiaries pertaining to all aspects of inter-vivos, Indigenous, off-shore and testamentary trusts, as well as advice to financial institutions relating to risk management and compliance in these matters. Peter has a TEP designation from the Society of Trust and Estate Practitioners (STEP) and is a member of its subcommittee to respond to the BC “Land Owner Transparency Act White Paper”. He is a member of the CBABC Wills and Trusts Section, the CBA Charity and Not-for-Profit Law Section executive and a Member of Estate Planning Council of Vancouver. Peter has participated in the planning and presentation of numerous educational sessions to various professional and public groups relative to wills, trusts and estates. He has been selected by peers for inclusion in the 2019 (and since 2014) editions of The Best Lawyers in Canada (Trusts and Estates), and has a Martindale-Hubbell BV Distinguished Peer Review Rating.

   

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.

   

Kate Marples, Principal, Legacy Tax + Trust Lawyers, Vancouver, BC. Kate’s practice focuses on personal and corporate tax planning, corporate reorganizations and estate planning. Kate received her Bachelor of Arts Degree in 2001 from the University of British Columbia and her Bachelor of Law degree in 2004 from the University of Ottawa. She was called to the British Columbia Bar in 2005. Kate has completed Levels I, II and III of the Canadian Institute of Chartered Accountants In-depth Tax Course, and received her TEP designation from the Society of Trust and Estate Practitioners (STEP) in 2013. She is a member of the Canadian Tax Foundation and of the Canadian Bar Association, BC Branch’s Taxation and Will and Trusts subsections.

   

Alison Oxtoby, Lawyer and Founder, Balmains Law Corporation, Kelowna, BC. Alison obtained her law degree from the University of Victoria in 1996. She was a partner and worked for 12 years with a large full-service national firm in Vancouver before moving to the Okanagan in 2007. There she worked for several years advising high net worth clients of a private bank, and acting as partner of a local boutique firm before founding Balmains Law Corporation. Alison has been Chair of the Society of Trust and Estate Practitioners (STEP) Okanagan Chapter since 2016, and an Executive Committee Member of STEP Vancouver Branch since 2013. She has also authored and lectured extensively to a variety of legal and financial professional organizations, as well at both the University of Victoria and University of British Columbia law schools; and she regularly teaches courses for Okanagan College’s Continuing Education Program.

   

Peter A. Wong, Partner, Borden Ladner Gervais LLP, Vancouver, BC. Peter is a partner in the Tax Group of BLG’s Vancouver office. Peter focuses his practice on matters involving Canadian tax issues, and typically advises clients on the Canadian income tax aspects of estate planning, wealth management, corporate reorganizations, and investments in Canadian real estate or businesses. He has developed tax-efficient solutions for Canadians leaving Canada as well as for Canadians investing abroad. He has also assisted clients in resolving disputes with the Canada Revenue Agency and has worked with taxpayers wishing to make a voluntary disclosure. Fluent in Cantonese as well as English, Peter has advised Cantonese-speaking clients from Hong Kong and certain parts of China. Peter is a member of the Canadian Bar Association (Tax Subsection), the Canadian Tax Foundation, the International Fiscal Association, the International Tax Planning Association, and the Society of Trust and Estate Practitioners Canada; and is an International Fellow of The American College of Trust and Estate Counsel.