In Memoriam

We are saddened to announce the sudden passing of our friend and colleague, James Shumka, on August 23, 2022. He was only 58. James was a founding principal of Legacy Tax + Trust Lawyers and was instrumental in its formation in 2000. In fact, James coined our name. James was a universally respected tax lawyer who excelled at devising and implementing creative legal and tax solutions for clients. He was a consummate professional, an exceptional colleague and a true gentleman. James was a delight to work alongside. James was also a devoted husband and father.

Avoiding the Riptides of Non-B.C. Trusts and Section 94

Christine M. Muckle

“Avoiding the Riptides of Non-B.C. Trusts and Section 94.” Presented on May 25, 2023. Please read the full article here.

The Case of the Complex Children

Christine M. Muckle

The Case of the Complex Children - Slides - Final The Case of the Complex Children - Paper - Final

U.S. Expatriation and Other Cross-Border Planning Tools

Cheyenne Reese and Christine M. Muckle

U.S. Expatriation and Other Cross-Border Tools - CLEBC Estate Planning Update - 2018 - v.2 CLEBC - US Expatriation Slides

Legal Considerations for Death and Incapacity

Genevieve N. Taylor and Christine M. Muckle

INTRODUCTION This paper identifies the building blocks of an estate plan that are necessary to ensure a client’s financial and health care wishes during life, as well as the disposition of his or her assets on death, are accomplished in a way that is…

To Be or Not To Be – The Executor: His Powers, Obligations and Liabilities

Genevieve N. Taylor and Christine M. Muckle

INTRODUCTION The position of executor brings with it incredible responsibility and serious potential for liability. Although the fees awarded for fulfilling the duties may seem generous, in all honesty, you are paid for what you get.   A person should…