Category: Uncategorized

New Measures Discourage Short-Term Rentals

Cody Kessler and Laura M. Peach

Cody Kessler & Laura Peach, “New Measures Discourage Short-Term Rentals” (February 2024) 14:1 Canadian Tax Focus 10. Please read the full article here.

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.

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.

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.

British Columbia’s Land Owner Transparency Act

Laura M. Peach, Alistair G. Campbell and Private: 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 applicant and the interest holders of real property. LOTA also requires most trustees, corporations, and partnerships that own land to file a Transparency Report before November 30, 2021. (1) What is LOTA? LOTA requires the registered owner of real property to report individuals with an indirect interest in land (i.e., ownership held through a corporation,…

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

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).  

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 individuals with U.S. citizenship February 5, 2019 Nicholas Smith: Speaker PBLI, Taxation of Common Business Transactions.“Acquisitions of Control and Effective Use of Corporate Losses” November 15, 2018 Cheyenne Reese and Christine Muckle: Speakers BC CLE Estate Planning Update, ”Expatriation – The Ultimate Planning Tool” October 23, 2018 Cheyenne Reese:…

Acquisitions of Control and the Effective Use of Corporate Losses

Nicholas P. Smith

Acquisitions of Control and Effective Use of Corporate Losses

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