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.

Tips and Traps in Making Trust Amounts ‘Payable’

Cody Kessler and Charlotte Tan

Cody Kessler & Charlotte Tan, “Tips and Traps in Making Trust Amounts ‘Payable’” (May 2025) 15:2 Canadian Tax Focus. Please read the full article here: Tips and Traps in Making Trust Amounts ''Payable''

Post-Mortem Pipeline Update: CRA Allows Payments in First Year to Fund Taxes

Cody Kessler

Cody Kessler & Susan Lin, “Post-Mortem Pipeline Update: CRA Allows Payments in First Year to Fund Taxes” (May 2025) 15:2 Canadian Tax Focus, 1-2 Please read the full article here: Post Mortem Pipeline Update: CRA Allows Payments in First Year To Fund…

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.