Private Client Services

Miller Thomson’s Private Client Services (“PCS”) practice is one of the largest and most prominent in Canada, specializing in the day-to-day and long-term planning needs of many of Canada’s most successful private family enterprises and individuals. We provide a complete range of services with respect to estate planning, personal and corporate tax, business succession planning, trusts, estate administration, trust and estate litigation and incapacity and elder law.

Our PCS Group distinguishes itself through our cornerstone publication, Miller Thomson on Estate Planning (“MTEP”) – a preeminent Canadian publication on estate planning.  Published by Thomson Reuters, MTEP is a two-volume, twenty chapter publication, covering a broad range of tax and estate planning topics in Canada as well as United States cross-border estate planning.  MTEP is regularly updated and marks a truly collaborative effort by our PCS lawyers across Canada.

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Miller Thomson to release comprehensive Federal Budget review on March 22

Our in-depth analysis of the Federal Budget will be released later this week. Corporate tax lawyers Ron Choudhury and Rahul Sharma, and Social Impact lawyer Nicole D’Aoust will be at budget lock-up in Ottawa on March 22 to bring you the latest tax measures...

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Miller Thomson receives top honours in 2017 Chambers Canada guide

Thirteen Miller Thomson lawyers and four practice groups are named in the 2017 edition of Chambers Canada.  The guide ranks lawyers and law firms in over 40 specialist practice areas across Canada, based on client feedback, peer interviews and an assessment of...

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William Fowlis elected to STEP worldwide council

Congratulations to William Fowlis, Partner in our Calgary office, who was recently elected as the Canadian representative on the STEP (Society of Trust and Estate Practitioners) worldwide council. STEP is the global professional association for trust and estate practitioners.  The council is made up...

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Miller Thomson lawyers recognized in The Best Lawyers in Canada 2017

126 Miller Thomson lawyers from across the country and in numerous areas of law have been recognized for their expertise in the 2017 edition of The Best Lawyers in Canada. This result is up from 122 lawyers ranked last year....

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Miller Thomson receives top ranking by Chambers for international private wealth management

Miller Thomson is ranked as a Band 1 (highest ranking) law firm in Canada in the 2016 Chambers High Net Worth Guide. The guide ranks the leading lawyers and law firms for the international private wealth market in key jurisdictions around the world. ...

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Rachel Blumenfeld discusses transfer of family assets on CBC Radio

Rachel Blumenfeld practices in the areas of trusts and estates, and personal tax planning.  She appeared in a June 22, 2016 segment for CBC’s The Current discussing what can happen when ownership of family assets are transferred from aging parents to their children. Listen to...

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Miller Thomson participation at 18th Annual STEP Canada Conference

Our National Private Client Services Group will be participating in and sponsoring the 18th annual STEP (Society of Trust and Estate Practitioners) Canada Conference scheduled from June 9 -10, at the Metro Toronto Convention Centre. Over 700 delegates have registered,...

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Rachel Blumenfeld awarded STEP Canada-Toronto Branch Volunteer of the Year

Congratulations to Rachel Blumenfeld, Partner in our Private Client Services group, who was recently honoured as Volunteer of the Year by STEP Canada’s Toronto Branch. The Society of Trust and Estate Practitioners (STEP) is the leading international association for trust...

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William Fowlis receives Society of Trusts and Estate Practitioners (STEP) Founder’s Award

Miller Thomson congratulates William Fowlis, the firm’s Corporate Tax Lead, on being awarded the STEP Founder’s Award.  The award recognizes STEP members who have made an exemplary long-term contribution to the Society in their branch or elsewhere in the voluntary...

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Miller Thomson receives top honours in Chambers Canada

Twelve Miller Thomson lawyers and four practice groups were ranked in the recently published first edition of the Chambers Canada Guide. The Guide ranks leading lawyers and law firms practicing in all provinces and territories across Canada, in over 40...

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Miller Thomson at STEP Canada conference

Our National Private Client Services Group is a Gold sponsor of the 19th annual STEP (Society of Trust and Estate Practitioners) Canada taking place June 12 -13, at the Metro Toronto Convention Centre. Over 700 delegates have registered, making this largest STEP Conference...

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Gail P. Black, Q.C. speaks on the top ten things advisors should know about estate planning

Gail P. Black, Q.C. speaks to Canaccord Genuity advisors on Tuesday June 6, 2017. Gail presents on the topic “Top Ten Things Advisors Should Know About Estate Planning”.

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Rahul Sharma speaks at OBA Practical Guide to Tax Considerations in Succession Planning

Rahul Sharma will be presenting on “Valuing Discretionary Trust Interests” at the OBA Practical Guide to Tax Considerations in Succession Planning.

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Bryant Frydberg speaks on Succession Planning for Businesses

Bryant Frydberg speaks at the Calgary Chamber of Commerce CEO Roundtable event. He will speak on the subject of succession planning for businesses and what are the best options, tax implications and legal obligations they face.

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Rachel Blumenfeld speaks on Trusts and Estates Planning

Rachel Blumenfeld speaks at Ontario Bar Association on “Estates Across Cultural Lines: A Multicultural Canadian Perspective”.

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Rachel Blumenfeld chairs wills & estates course

Rachel Blumenfeld is Chair of Osgoode Professional Development’s 13th Annual Intensive Wills & Estates Course. This workshop is designed for experienced practitioners who want to update their knowledge and hone their skills, while also providing newer practitioners with the necessary...

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Rachel Blumenfeld speaks at STEP Disability Planning seminar

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Martin Rochwerg speaks on post-mortem planning

Martin Rochwerg presents “Post-Mortem Holdco Planning” for the CBA’s Will, Estate and Trust Fundamentals for Estate Practitioners program.

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Miller Thomson speaks at STEP Canada conference

Gail Black moderates a session on “A Professional’s Toolkit for Identifying and Addressing Decisional Capacity and Undue Influence” on June 9. Rachel Blumenfeld presents “STEP Toronto on Jewish Laws of Inheritance and Estate Planning in Canada” on June 9. Martin Rochwerg...

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Rachel Blumenfeld speaks on estate planning

Rachel Blumenfeld presents to members of TEC Canada on “Issues in Estate Planning”.

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Tax Update Seminar

Miller Thomson presents a complimentary tax seminar. This seminar is designed for accountants, financial advisors, tax professionals, private business owners, and others who deal with tax related issues. Our seminar focuses on: New Tax Rules affecting Trusts, Estates and Charitable...

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Family Law Issues in Estate Planning

Patricia Fourcand and Nathalie Marchand deliver a presentation entitled “Family Law Issues in Estate Planning” during a breakfast and conference organized by  RBC Dominion Securities Inc., D’Amico Family Wealth Management Group on March 19th 2014 at 1 Place Ville-Marie, 41st floor at 8h30....

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Recent Tax Developments 2013 – Regina

Miller Thomson presents a breakfast seminar, “Recent Tax Developments” hosted by the Regina office.

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Recent Tax Developments 2013 – Saskatoon

Miller Thomson presents a breakfast seminar on “Recent Tax Developments,” hosted by the Saskatoon office.

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Recent Tax Developments 2012 – Regina

Miller Thomson’s Regina office hosts a breakfast seminar on “Recent Tax Developments.”

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Recent Tax Developments 2012 – Saskatoon

Miller Thomson’s Saskatoon office hosts a breakfast seminar on “Recent Tax Developments.”

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Recent Developments in Estate Planning and Business Succession

Miller Thomson’s National Private Client Services Group hosts a seminar covering recent developments in Estate Planning and Business Succession.

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James Hutchinson speaks on “Utilization of Tax Losses and Debt Restructuring”.

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James Hutchinson speaks on “Tax Planning for Farming Course – Succession Planning: Use of Trusts and Tax Issues”.

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Owner-Manager Tax Planning

James Hutchinson speaks on “Owner-Manager Tax Planning” at the 8th Annual Tax Planning for the Wealthy Family.

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Dependant’s Relief Claims under the Succession Law Reform Act

Key Developments in Estates and Trusts Law in Ontario, 2015-2016 Edition, Chapter 11

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CRA Interpretation: Tax Implications of a Contractual Right to “Split” a Multiple Life Policy

Introduction The Canada Revenue Agency (the “CRA”) recently released an interesting interpretation (2015-0608261E5 (the “Interpretation”)) regarding the “splitting” of a universal life insurance policy between the two lives insured under the policy.  More particularly, the CRA was asked whether there...

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Becker v. Becker: Testamentary Capacity

Introduction In Becker v. Becker, the Supreme Court of British Columbia considered whether a testator who had been hospitalized with an inoperable brain tumour had the requisite testamentary capacity to execute new Wills and whether suspicious circumstances were present that...

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Zeligs v. Janes: Severing Joint Tenancy

Joint tenancy is a common form of ownership for family holdings and is often used for estate planning purposes. The main benefit of a joint tenancy is the right of survivorship which provides that when one joint tenant dies, his...

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Additional Property Transfer Tax in BC Effective August 2, 2016

Effective August 2, 2016, a new tax of 15% of fair market value is payable by “foreign nationals” or “foreign corporations” who acquire “residential property” in the Greater Vancouver Regional District. This tax is in addition to the current Property...

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Morrison Estate (Re): Should Beneficiary Designations be Subject to the Presumption of Resulting Trust?

Introduction The recent Alberta Court of Queen’s Bench case, Morrison Estate (Re), 2015 ABQB 769, considered whether the presumption of resulting trust should be applied to beneficiary designations in respect of registered plans and life insurance policies.  The Supreme Court...

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Trust Interests and Family Law Rights – What Estate Planners Need to Know After Tremblay and Mudronja

Introduction Since the enactment of the Family Law Act (“FLA”), Courts have struggled with determining, firstly, if and when the interest of a spouse in a discretionary trust qualifies as “property” as defined in the FLA for purposes of equalization...

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Estate of Annie MacKay v. Dawn MacKay: Joint Account Holders as Fiduciaries

In a recent decision, the Ontario Superior Court of Justice ruled on whether a non-contributing joint bank account holder owed a fiduciary duty to the contributing joint bank account holder, and whether she was in breach of that duty by...

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Abdollahpour v. Banifatemi: Use of the Word “Dowry” Not Enough to Import Cultural Expectations into Deed of Gift

In Abdollahpour v. Banifatemi, 2015 ONCA 834, the Ontario Court of Appeal ruled on how particular cultural practices should be treated when being used as a basis for legal arguments.  The case involved an Iranian couple who separated after more...

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Testamentary Freedom and Policy Constraints

It is a hallmark of common law jurisdictions that testators have freedom of testamentary disposition , subject only to three exceptions. In other words, an individual may dispose of his or her property as he or she wishes, even if...

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Top Ranked Practice

Miller Thomson is recognized as a top-ranking Band 1 firm for Private Client Services in the 2017 Chambers Canada Guide (2017) and for Private Wealth Law-Canada in the Chambers High Net Worth Guide (2016).

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Miller Thomson on Estate Planning

This publication, published by Thomson Reuters, offers insight into estate planning, trusts, estate administration, insurance planning, charitable planning, business succession and corporate restructuring and the legal implications of cross-border issues.

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Wealth Matters

Read the latest issue of Wealth Matters, a newsletter published by Miller Thomson’s Private Client Services Group

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