In Memoriam

James Shumka 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, and is survived by his wife Susan and their…

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Estate and Charitable Gift Planning

Nicholas P. Smith and Stephanie Shi

Trusts are a useful tool for designing an estate plan that works within the constraints imposed by law and each client's unique set of circumstances. To view the full paper, click here.

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British Columbia’s Land Owner Transparency Act

Laura M. Peach, Alistair G. Campbell and Peter Mennie

On November 30, 2020, British Columbia’s new Land Owner Transparency Act, S.B.C. 2019, c. 23 (“LOTA”) came into force. New applicants registering an interest in land may be required to file a Transparency Report setting out information about the…

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The Case of the Complicated Children

Christine M. Muckle

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

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BC Speculation and Vacancy Tax: Surprises for Non-Residents and Trustees

Laura M. Peach

Laura Peach, “BC Speculation and Vacancy Tax: Surprises for Non-Residents and Trustees”, Canadian Tax Focus, Vol. 9, No. 2 (May 2019).  

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Upcoming Conferences – Where We Are Speaking

Past Conferences   March 6, 2019 Cheyenne Reese: Chair Pacific Business and Law Institute – Cross-Border Estate Planning March 6, 2019 Cheyenne Reese: Speaker Pacific Business and Law Institute – U.S. Tax and Estate Issues: Relevant issues for…

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Acquisitions of Control and the Effective Use of Corporate Losses

Nicholas P. Smith

Acquisitions of Control and Effective Use of Corporate Losses

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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

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“Till Death Do Us Part – Hopefully”: Planning in Uncertain Times

“Till Death Do Us Part – Hopefully”: Planning in Uncertain Times by Lauren Blake

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What Happens if I Die Without a Will?

http://leavealegacyvancouver.com/what-happens-if-i-die-without-a-will/?

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