Bar Fellowship
American College of Trust and Estate Counsel, Past Chairperson, Central Canada, Member, International Estate Planning Committee
· Member, Canadian Bar Association, Past Chair, Trusts and Estates Section (Ontario)
· Member, Planning Committee, 2005-2009 Ontario Tax Conference, Canadian Tax Foundation
· Member, Planning Committee, 2010 Canadian Tax Conference, Canadian Tax Foundation
· Member, International Fiscal Association
· Member, American Bar Association
Publications
· The Trustee Act and Asset Protection/Creditor-Proofing Opportunities for Owners of Private Corporations, Wealth Matters, Fall 2012
· Tax Planning, The Law Society of Upper Canada - Practice Gems: The Administration of Estates, 2012
· Miller Thomson on Estate Planning, Carswell, 2012
· Estate-Owned Operating Companies: Key Considerations in Trustee Powers, Law Society of Upper Canada - Six Minute Lawyer Program, 2012
· Tax Effective Cross-Border Will Planning, Federated Press, Cross-Border Personal Tax Planning seminar, 2012
· United States Estate Tax in 2010, It's Personal (Preserving Wealth for People and Private Companies), Volume 3, Issue 2, 2010
· Non-Resident Trusts and Foreign Investment Entities, Osgoode Hall Law School, 2010
· United States Estate Tax in 2010, Wealth Matters, Spring 2010
· Freezing, Thawing, Refreezing: Intricacies of an Estate Freeze, 2010
· Use of Trusts as Will Substitutes: Trusts, Trustees, Trusteeships III, 2008
· Will Substitutes in Canada, The International Academy of Estate and Trust Law, (Cape Town, South Africa), 2008
· Income Trusts: A New Tax Regime for Publicly - Listed Flow -Through Entities, Tax Notes, Winter 2007
· Foreign Trusts: Trusts, Trustees, Trusteeships II, Ontario Bar Association, 2007
· Estate Planning Under the New Dividend Regime, Wealth Matters, March 2007
Industry Expertise
Charities and Not-for-Profit
Areas of Focus
Multi-jurisdictional tax and trust Issues
Owner-manager planning
Wealth management
Charitable foundations