Areas of Practice
Contact
Areet is a Principal with Legacy Tax + Trust Lawyers where she assists clients with personal and corporate tax matters including corporate reorganizations, estate freezes and restructuring for business succession purposes. Areet also provides clients with advice regarding tax-driven trust and estate planning matters including assistance setting up trusts (family trusts, alter ego and joint spousal trusts) and advising on trust transactions including restructuring and winding up. Areet also advises charities and non-profit organizations on registration, tax compliance and structuring matters.
Areet received her Bachelor of Laws degree (with distinction) from the University of Alberta in 2010. She was called to the Bar in the Province of British Columbia in 2011. Prior to joining Legacy, Areet was a partner at a large regional law firm where she practiced for many years.
Areet is recognized in the 2024 edition of the Best Lawyers in Canada directory for her work in trusts and estates.
Areet has completed the CPA Canada In Depth Tax Course, and is currently the chair of the Canadian Bar Association of British Columbia, Tax Subsection.
Professional Memberships and Associations
Canadian Bar Association, Tax Section executive committee member, 2022 – Present
Canadian Bar Association of British Columbia, Tax Subsection chair, 2022 – Present
Canadian Association of Gift Planners, member, 2012 – Present
Canadian Bar Association of British Columbia, Tax Subsection member, 2011 – Present
Canadian Bar Association of British Columbia, Charities & Non-Profit Law Subsection member, 2011 – Present
Canadian Bar Association of British Columbia, Wills & Estates Subsection member, 2011- Present
Canadian Bar Association of British Columbia, past Tax Subsection vice-chair, 2020 2022
Canadian Tax Foundation, past Annual BC Tax Conference planning committee member, 2018 – 2020
Canadian Bar Association BC Branch, past Tax Subsection secretary, 2018 – 2020
Canadian Bar Association BC Branch, past Tax Subsection treasurer, 2016 – 2018
Publications and Presentations
Presenter, “To Freeze or Not to Freeze – That is the Question,” Chartered Professional Accountants British Columbia, PD Nexus: Estate Planning Insights, October 12, 2023
Presenter, “A Review of the new Mandatory Disclosure Rules,” Canadian Tax Foundation, 2022 British Columbia Tax Conference, September 19, 2022
Presenter, “21-Year Rule Planning,” Pacific Business & Law Institute, Trusts 2022, June 2, 2022
Presenter, “Amending Trusts”, Pacific Business & Law Institute, March 13, 2018
Presenter, Business Owners & Tax: Tax Reform Impact seminar with Thrivewise, October 11, 2017
Presenter, Private Company Tax Proposal: The Changing Landscape, Canadian Bar Association, Business Law Section Meeting, October 4, 2017
Presenter, Essential Tax Considerations for Will and Estate Planners, Continuing Legal Education, May 2017
Presenter, Real Estate Tax Changes and Their Impact on Estate and Trust Planning, The Canadian Bar Association Wills & Estates Subsection, November 2016
Presenter, 2014 Federal Budget and its Impact on Spousal, Alter Ego and Joint Partner Trust Planning, The Canadian Bar Association Wills & Estates Subsection, January 2015
Contributor, BC Probate and Estate Administration Practice Manual – 2016 Update