Meet our lawyers and professionals in this area
Lori Duffy
Partner
Clare Burns
Partner
Alec Clute
Partner
Stephen Doak
Partner
Cecile Ko Brock
Associate
Ralph Kroman
Partner
John McKellar
Partner Emeritus
Maralynne Monteith
Lawyer
N. William C. Ross
Senior Counsel
John Siferd
Associate
Debbie Tarshis
Counsel
John Wilkinson
Partner
Areas of Expertise
- Annual filings
- Compliance
- CRA audits
- Director and member meetings
- Dissolution
- Donation structuring
- Enforcement (sanctions, suspensions, de-registration)
- GST/HST disputes
- Incorporation
- Land transfer taxes
- Registration
- Tax
Representative Experience
Our work for public institutions includes:
- acquisition and divestitures of assets, including the leasing of facilities
- corporate governance and compliance
- legislative assistance
- regulatory compliance
- tax advice
- Acted on the first Ontario case permitting a trustee of a perpetual trust and its beneficiary charities to adopt the “total return” investment model. Toronto Aged Men’s and Women’s Homes v. Loyal True Blue and Orange Home (2003), 68 O.R. (3d) 777 (S.C.J.).
- Act for several clients in the establishment of charities and non-profit organizations, including areas of trusts, wills and estate administration, and work under the Substitute Decisions Act.
- Acted for estate trustees on passings of accounts seeking approval of commercial transactions involving assets with a value in excess of C$1 billion.
- Acted for a major trust corporation defending allegations that it failed to obtain an adequate rate of return on trustee investments.
Charities & Non-Profits - Insight & Events
Legend: GeneralLitigationPropertyCorporateGovernment