Borden Ladner Gervais LLPPartner

Ruth Spetz

About Ruth Spetz

Ruth Spetz is a lawyer practicing tax, family wealth counsel, private company and 2 other areas of law. Ruth has been licensed for 40 years. Ruth practices at Borden Ladner Gervais LLP in Calgary, AB.

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Services

Areas of Law

  • Other 5
    • Tax
    • Family Wealth Counsel
    • Private Company
    • Corporate Governance and Special Committees
    • Charities and Not-For-Profits

Practice Details

  • Firm Information
    Position
    Partner
    Firm Name
    Borden Ladner Gervais LLP
  • Representative Cases & Transactions
    Cases
    Representative Work: Advising senior-generation family members, establishing
    varying Canadian trusts, reorganizing Canadian private corporation interests, negotiating next-generation shareholder agreements,
    related business-succession, asset management
    estate-planning matters.
    Advising
    implementing butterfly reorganizations of private corporations.
    Advising private corporations pertaining to Canada Revenue Agency audits of foreign exchange, Part IV tax
    inter-provincial income allocation issues. Negotiated favourable advance tax ruling in connection with foreign exchange implications of intercorporate loans.
    Advising personal representatives of complex estates involving court sealing of grants of probate, resealing in other Canadian
    US jurisdictions, administration of testamentary trusts, tax implications of donation of private corporation shares
    gifts by will,
    wind-up
    reorganization of private corporation interests.
    Preparing tax-planned wills for high-net-worth individuals involving complex tax, estate
    family situations, testamentary trusts
    philanthropic planning.
    Advising donors, charities
    non-profit organizations regarding tax implications of structuring operations, establishing legal entities, obtaining
    maintaining charitable registration,
    trust/corporate governance.
    Establishing
    obtaining charitable registration of private foundations for senior executives anticipating a liquidity event
    parallel foundations for public entities.
    Advising trusts
    private foundations undergoing Canada Revenue Agency
    provincial audits.
    Advising on the implications of various gifting
    investment strategies.
    Advising on
    establishing Canadian structures to hold US recreational property.

Experience

  • Bar Admission & Memberships
    Admissions
    1986, Saskatchewan
    1990, Ontario
    1991, Alberta
    Memberships

    Professional Involvement

    •Member, Alberta Family Business Institute
    •Member, Canadian Bar Association (CBA)
    Chair, CBA Tax Specialist and Non-Specialist Subsections, 1995
    •Member, Canadian Tax Foundation
    •Member, Estate Planning Council of Calgary)
    President, 2006
    •Member, Institute of Corporate Directors
    •Member, Family Firm Institute
    •Member, Society of Trust and Estate Practitioners,Executive Member Calgary Branch, 2015

    Community Involvement

    •Director, The Calgary Foundation (CF), 2000-09
    CF Audit Committee Member, 2003-12
    CF Gift Acceptance Committee Chair, 2004
    CF Development Committee Chair, 2002
    •Volunteer, BLG Reads to Kids Program Committee, 2002-07
    •Advisory Committee Member, Alberta Law Reform Institute, Report No. 26, Non-Profit Corporations, 2013-2014

  • Education & Certifications
    Law School
    University of Saskatchewan
    Class of 1985
    LL.B.

Ruth Spetz

Partner at Borden Ladner Gervais LLP
Not yet reviewed

Centennial Place, East Tower1900, 520 - 3rd Avenue S.W.Calgary, AB M5H 3Y4Canada

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