Publications:
- Co-author, “Charitable Giving in a Will and the Cy-Pres Doctrine: Ensuring Certainty and Intention in Gifts to Charities”, Your Guide to Charitable Giving & Estate Planning, Fall 2023 Edition, November 2023
- Contributing author, “Family Offices: The Society of Trusts and Estates Practitioners Handbook for Advisors, Third Edition”, STEP and Globe Law and Business, September 2023
- Co-author, “New Taxes on Underused and Vacant Residential Properties in Canada”, Taxes and Wealth Management, Thomson Reuters Canada, Issue 16-2, June 2023
- Co-author, “Accomplishing your Philanthropic Goals: Private Foundations and Donor Advised Funds”, Your Guide to Charitable Giving & Estate Planning, Spring 2023 Edition, April 2023
- Author, “Preparation of Wills and Powers of Attorney: First Interview to Final Report, 5th Edition”, Canada Law Book, 2022
- Co-author, “Is it time to update your Will and Powers of Attorney”, Your Guide to Charitable Giving & Estate Planning, Fall 2022 Edition, November 2022
- Co-author, “International Trust Laws”, Jordan Publishing, Updated Chapter on Canada (update 104), June 2022
- Co-author, “New Year, New Estate laws”, Your Guide to Charitable Giving & Estate Planning, Spring 2022 Edition, April 2022
- Co-author, “Family Offices in Canada – current state and their future,” The International Family Offices Journal, Globe Law and Business, December 2021
- Co-author, “Impact of COVID-19 on Estate Planning”, Your Guide to Charitable Giving & Estate Planning, Fall 2021 Edition, November 2021
- Co-author, “Significant Estates Law Changes are Coming for All Ontarians: An Overview of Bill 245 & Rule Changes for Small Estates”, Society of Trusts and Estates Practitioners, Connection Toronto Branch Newsletter, vol. 8, no. 7, May 2021
- Co-author, “Update on Calmusky v. Calmusky: The Continuing Uncertainty of the Presumption of Resulting Trust in Beneficiary Designations”, Taxes and Wealth Management, Thomson Reuters Canada, Issue 14-3, October 2021
- Co-author, “Significant Estates Law Changes are Coming for All Ontarians: An Overview of Bill 245 & Rule Changes for Small Estates”, Society of Trusts and Estates Practitioners, Connection Toronto Branch Newsletter, vol. 8, no. 7, May 2021
- Co-author, “Presumption of Resulting Trust Applied to Beneficiary Designation of Registered Retirement Income Fund”, Taxes and Wealth Management, Thomson Reuters Canada, Issue.14-01, March 2021
- Co-author, “Ontario Moving to Electronic Filing of Probate Applications and Other Estate Law Updates”, Taxes and Wealth Management, Thomson Reuters Canada, Issue 13-3, November 2020
- Co-author, “Execution of Wills and Powers of Attorney During the Covid-19 Pandemic in Ontario”, Taxes and Wealth Management, Thomson Reuters Canada, Issue 13-2, May 2020
- Contributing author, “Family Offices: The Society of Trusts and Estates Practitioners Handbook for Advisors, Second Edition”, STEP and Globe Law and Business, May 2019
- Co-author, “International Trust Laws”, Jordan Publishing, Updated Chapter on Canada (update 91), March 2019
- Co-author, “Case Comment: Stajduhar v. Wolfe2017 ONSC 4954”, Society of Trusts and Estates Practitioners, Connection Toronto Branch Newsletter, January 2018
- Co-author, “On the House” (a report on the unwelcome tax changes for foreigners buying real estate in Canada), Offshore Investment, October 1, 2017
- Co-author, “Recent changes to Canadian immigration, tax, real estate and trust law and their potential adverse consequences on attracting high net worth foreigners and foreign investment to Canada”, Journal of International Tax, Trust and Corporate Planning, vol. 24, issue 3, 2017
- Co-author, “Family Offices in Canada”, The International Family Offices Journal (Globe Law and Business), June 2017
- Co-author, “Physician Assisted Dying: Is the Debate Over?”, Key Developments in Estates and Trusts Law in Ontario, 2015-2016 Edition, Canada Law Books, Summer 2016
- Contributing author, “Family Offices: The Society of Trusts and Estates Practitioners Handbook for Advisors”, STEP and Globe Law and Business, April 2015
- Co-author, “International Trust Laws”, Jordan Publishing, Chapter on Canada, January 2015
- Author, “Estates, Trust and Tax Law in Canada: Recent Developments of Interest”, Journal of International Tax, Trust and Corporate Planning, Vol. 20, No. 4, 2013
- Co-author, “A Guide to International Estate Planning: Drafting, Compliance, and Administration Strategies”, 2nd edition, updated Wolfe D. Goodman’s Chapter 16 – Special Considerations in U.S.-Canada Estate Planning, December 2013
- Author, “Nizar Kanji v. Attorney General of Canada: McPeake Decision Distinguished and Rectification Not Granted,” Trusts and Estates Law Section of Ontario Bar Association’s newsletter, Deadbeat, Vol. 31, No. 3, April 2013
- Author, “Dice v. Dice Estate: Interpretation of the Term ‘Per Stirpes’”, Trusts and Estates Law Section of Ontario Bar Association’s publication Deadbeat, Vol. 31, No. 2, January 2013
- Co-author, “International Estate Planning”, 2nd edition, Release 20, Matthew Bender, Chapter 15 – Canada, September 2012
- Co-author, “Recent Developments in Canada in the Areas of Trusts and Estates Law”, Trusts and Trustees (2012) 18(9): 848-861
- Author, “The ability (or lack thereof) for Canadians to make tax-deductible donations to foreign charities”, 227 Offshore Investment, June 2012
- Author, “Rectification May Reduce Tax-Planning Negligence Claims”, Canadian Tax Focus, Vol. 2 No. 2, May 2012
- Author, “Tax Savings for Canadian Immigrants”, Global Citizen, March/April 2012
- Author, “Case Comment: Moffet Estate v. Irwin, 2011 ONSC 5420 – Use of Extrinsic Evidence in the Interpretation of Gift of Real Property in Will,” Trusts and Estates Law Section of Ontario Bar Association’s publication Deadbeat, Vol. 31, No. 3, March 2012
- Author, “Tax Holiday for High-Net Worth Individuals Immigrating to Canada”, International Association of Young Lawyers (AIJA), E-zette, No. 27, November 2011
- Author, “Income Attribution Rules and Trusts”, Canadian Tax Focus, Vol. 1 No. 2, August 2011
- Co-author, “Tax Exempt Trusts for New Canadians: Frequently Asked Questions”, 216 Offshore Investment, May 2011
- Author, “Trusts Under Attack: A Canadian Perspective”, Journal of International Tax, Trust and Corporate Planning, Vol. 18, No. 1, 2011
- Author, “Case Comment: Estate of Paul Penna, 2010 ONSC 4730 and 2010 ONSC 6993 (CanLII) – Estate Trustee Sentenced to 14 Months in Jail for Contempt of Court”, Trusts and Estates Law Section of the Ontario Bar Association’s publication Deadbeat, Vol. 29, No. 3, March 2011
- Co-author, “The Times They Are A Changin’: A Canadian Primer on Protectors, Letters of Wishes and File Memoranda”, 206 Offshore Investment, May 2010
- Co-author, “A Canadian Immigration Trust Primer”, 198 Offshore Investment, July/August 2009
In the Media:
- Quoted in “Caution flags for spousal trusts: New tax rules may cause spousal trust assets to be taxed in the hands of someone who does not receive the assets” by Rudy Mezzetta, Investment Executive, November 2015
- Featured in Carrick Talks Money, Globe and Mail on-line video, “Stop procrastinating: it’s time to get a will.”
- Featured in Carrick Talks Money, Globe and Mail on-line video, “What’s so bad about using a DIY will kit?”
- Featured in Carrick Talks Money, Globe and Mail on-line video, “Who will be my executor and power of attorney?”
- Featured in “How Parents Can Help Their Adult Children Buy A House” in the August 12, 2014 issue of The Globe and Mail.
- Featured in Carrick Talks Money, Globe and Mail on-line video, “Your Duties as Power of Attorney.”
- Featured in Carrick Talks Money, Globe and Mail on-line video, “How to Choose Your Power of Attorney?”
- Featured in Carrick Talks Money, Globe and Mail on-line video, “You Want to Give Me Power of Attorney?”
- Featured in “Loyalty points: Don’t waste this overlooked asset” in the June 27, 2013 issue of The Globe and Mail.