Practice Area: Tax Services

Areet Kaila

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…

Justin Fekete

Justin Fekete primarily practices in tax planning. His work focuses on advising clients on various issues and tax planning strategies in the areas of personal, corporate, and trust tax planning. Justin primarily has experience in corporate reorganizations, estate planning, and estate administration. In his practice he has also gained litigation experience in the areas of tax and criminal law. Justin received his Juris Doctor from the University of Manitoba in 2020. He received several awards including: The Honourable Justice Joe E. Hershfield, Q.C. Award for highest standing in corporate taxation; The Cecil Black…

Cody Kessler

Cody’s practice focuses on corporate and personal tax planning. Cody routinely assists clients with corporate reorganizations, business succession planning, tax structuring on the acquisition and sale of businesses, and trust and estate planning.

Stephanie Shi

Stephanie’s practice involves tax planning and tax dispute resolution.

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).  

Acquisitions of Control and the Effective Use of Corporate Losses

Nicholas P. Smith

Acquisitions of Control and Effective Use of Corporate Losses

Stephen J. Rukavina

Stephen practices both income tax and sales tax. His income tax work focuses on private-company planning and wealth management, trust taxation, and assisting non-resident clients with all aspects of inbound investment into Canada. He also advises clients on income tax aspects of securities offerings. Stephen also has extensive experience advising on sales taxes, such as the GST/HST and PST. Stephen’s sales tax practice includes advising on GST/HST and PST in relation to asset sales, real estate transactions, imports/exports, and the charities and not-for-profit sectors. He also represents clients involved in…

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

QSBC Shares and the Lifetime Capital Gains Exemption

Ian Worland

  https://www.legacylawyers.com/wp-content/uploads/QSBC-Shares-and-the-Lifetime-Capital-Gains-Exemption.pdf

Ian Worland

Ian advises clients in personal and corporate tax planning, corporate reorganizations, estate planning, charitable gift planning and international tax and trust planning.