Wendi Crowe leads our national Private Client Services group. Her practice focuses on tax, mergers & acquisitions, business succession planning, trusts and estate planning. She uses a practical, holistic approach to assist owner-managers in achieving their business succession goals. Wendi has assisted numerous entrepreneurs in transferring their business to a new owner, to key employees or to family members. Wendi’s clients include private and family enterprises, large and small, ranging from professional service firms to construction, manufacturing and technology companies. In addition, Wendi has extensive experience in probate and estate administration.
Wendi advises clients at all stages of the business life cycle, including incorporation and initial ownership structure, partnership and shareholder agreements, compensation issues including employee profit-sharing plans and stock options, acquisitions and divestitures, estate freezes and other restructuring. She prepares trusts for minors, spouses and dependent adults, family trusts, and wills, powers of attorney and personal (health care) directives. Wendi advises individuals on owning U.S. property and planning for U.S. citizens and U.S. beneficiaries. Her approach to transactions is practical and multi-faceted, addressing the operational, regulatory, tax, succession and estate planning issues facing individuals and family enterprises. Wendi has acted in both the acquisition and disposition of privately-held businesses in a broad range of industries such as construction, hospitality manufacturing, distribution, technology, consulting, aviation, and service firms.
Professional achievements & leadership
- Canadian Legal Lexpert Directory, Estate & Personal Tax Planning, 2018
- The Best Lawyers in Canada – Corporate Law, Trusts and Estates, 2012 – 2019
- Chambers High Net Worth Guide, Private Wealth Law – Canada, 2017 – 2018
- BV Rating in Martindale-Hubbell®, since 2013
- Horace Harvey Gold Medal in Law, University of Alberta, 1996
- Instructor, Metro Continuing Education “Being an Executor” course
- Past Lecturer, Bar Admission Course on commercial lending and the Personal Property Security Act
- Non-tax Aspects and Provincial Aspects of U.S.-Canada Cross-Border Planning: Tips and Traps, STEP OC 2017 Conference with Sandra Enticknap, January 24, 2017
- Estate Planning – Specific Client Family Situations, Assante NWMC Conference, September 25 – 27, 2016
- Business Succession, MNP/MT Seminar, may 5, 2016
- Developments and Trends Affecting Your Estate Plan, Edward Jones, March 15, 2016
- Edmonton Estate Planning Council, “Graduated Rate Estates – Case Study Before and After Bill C-43”, (co-presented with Ms. Kathy Hawkesworth, Director Donor Services, Edmonton Community Foundation), March 18, 2015
- Legal Education Society of Alberta Tax Seminar, “Estate Freezes”, May 22, 2013, Edmonton; May 29, 2013, Calgary
- Canadian Bar Association Wills and Estates Section, “Estate Freezes and Family Trusts”, May 14, 2013
- Merit Contractors Association, “Business Succession” Series, 2011
- Independent Insurance Brokers Association of Alberta, “Succeeding at Succession” Seminar, 2006
- Writer & Presenter, 2003 Prairie Provinces Tax Conference
- Cowper-Smith v. Morgan (Independent Legal Advice), Wealth Matters, January 2017
- Federal Budget Review, 2013 – 2016
- After-born Children: Succession Law and Posthumous Conception, Wealth Matters, November 2015
- Tax Rules For Restrictive Covenants Are Now Law, Tax Notes, August 2013
- Have a US Property? The Taxman Cometh, Edmonton Journal, Feature Article, September 29, 2012
- Important Changes to Alberta Wills and Estate Law, Wealth Matters 2012
- Canadian Tax: Update On Restrictive Covenant Proposals, Tax Notes, October 5, 2010
- Alberta Exempts Registered Savings Plans from Seizure, Wealth Matters, Spring 2010
- Estate Planning Under the New Dividend Regime, Wealth Matters, March 2007
- Lower Taxes on Dividends, Tax Notes, Fall 2006
- Recent Tax, Corporate and Trust Developments, 2005
- Alberta Opens the Door for Non-Resident Directors of Non-Profits, Charities and Not-for-Profit Newsletter, August 2004
- Amalgamation and windup: what’s the difference?, Canadian Tax Foundation, 2003
- The Alberta Intestate Succession Act, Tax Notes, Summer 2002
- Tax Deferral for Exchanges of Employee Stock Options and Employee Stock Option Shares, Tax Notes, Summer 2001
- Estate Planning Opportunities Alter Ego And Joint Spousal Trusts, Tax Notes, Summer 2000
- Member, Law Society of Alberta
- Member, Canadian Bar Association
- Member, Canadian Tax Foundation
- Member, Society of Trust & Estate Practitioners
- Member, Edmonton Tax Lawyers & Accountants Discussion Group
- Member, Alberta Business Family Institute
- Member, Canadian Bar Association Tax Specialists, Business and Wills and Estates Sections
- Former Chair, Canadian Bar Association Business Law Section
Bar admissions & education
- Alberta Bar, 1997
- LL.B. (with distinction), University of Alberta, 1996
- B.Comm. (with distinction), University of Alberta, 1992
Miller Thomson lawyers recognized in The Best Lawyers in Canada 2019
In the just released 2019 edition of The Best Lawyers in Canada, 144 Miller Thomson lawyers from across the country have been recognized for their expertise in 47 areas of law. This includes 6 lawyers who were awarded “Lawyer of the Year” in...
Miller Thomson repeats top ranking in Chambers High Net Worth Guide
Miller Thomson’s Private Client Services Group has once again received a top Band 1 ranking in the 2018 Chambers High Net Worth Guide for Private Wealth Law – Canada. Through an extensive independent research process, Chambers and Partners ranks the...
Miller Thomson recognized in 2018 Canadian Legal Lexpert Directory
In the recently released 2018 edition of the Canadian Legal Lexpert® Directory, 90 Miller Thomson lawyers across 35 areas of law have been recognized for their industry-leading advisory expertise. These rankings are the culmination of an extensive annual peer review process...
Miller Thomson receives top ranking by Chambers for Private Wealth Law – Canada
Miller Thomson is ranked as Band 1 (highest ranking) for Private Wealth Law – Canada in Chambers High Net Worth Guide. The guide ranks the leading lawyers and law firms for the international private wealth market in key jurisdictions around...
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....
Miller Thomson joins Lexis Practice Advisor
Nine Miller Thomson lawyers have partnered as contributors to Lexis Practice Advisor Canada, an online resource for lawyers that packages current how-to expertise in dealing with transactions, from the routine to the most complex. Recently launched by LexisNexis Canada, the...
Miller Thomson recognized in 2014 Best Lawyers in Canada
We are pleased to announce that 80 Miller Thomson lawyers have been recognized in the 2014 edition of Best Lawyers in Canada (this is 15 more lawyers than last year). Seventeen lawyers are new to the list. Additionally, the following lawyers from...
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...
Wendi Crowe will be speaking to the Estate Planning Council of Edmonton on “Before and After Bill C-43, A Case Study on the Taxation of Testamentary Trusts” on March 18, 2015, along with Kathy Hawkesworth, Director, Donor Services, Edmonton Community Foundation
Recent Tax Developments 2014 – Edmonton
Miller Thomson’s Alberta Tax Group is presents a breakfast seminar in Edmonton. Location: The Sutton Place Hotel Time: 7:00 a.m. – 9:00 a.m.
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.
Recent Developments in Estate Planning, Trusts and Tax
Miller Thomson’s Edmonton Office hosts a breakfast seminar discussing “Recent Developments in Estate Planning, Trusts and Tax.”
The TCJA and Beyond
The TCJA and Beyond
OUR 2017 STEP Journal article discussed British Columbia’s 15 per cent property transfer tax (the Vancouver tax), applicable to certain foreign buyers of residential property in the Greater Vancouver regional district. On 21 April 2017, the Ontario government followed suit...
Budget 2018: Developments Affecting Private Companies
In this edition: Passive Income Proposals for Private Corporations Increased Reporting Requirements for Trusts Passive Income Proposals for Private Corporations Budget 2018 contains two new measures to deter the accumulation of passive assets within private corporations. These changes are...
Cowper-Smith v. Morgan: Independent Legal Advice and Undue Influence
Introduction In Cowper-Smith v. Morgan 2016 BCCA 200, the British Columbia Court of Appeal upheld a finding of undue influence by the testatrix’s daughter, despite advice from two separate lawyers. The Court also dealt with issues of proprietary estoppel, which...
After-born Children: Succession Law and Posthumous Conception
To inherit, an individual must be alive at the death of his or her benefactor, or in utero and later born alive. This was historically quite an inclusive rule; however, reproductive technologies now make it possible for a child to...
Tax Rules For Restrictive Covenants Are Now Law
Section 56.4 of the Income Tax Act (Canada) dealing with the taxation of payments for restrictive covenants was finally enacted last month. Changes were first proposed in 2003 after the Courts held that non-compete payments were non-taxable. The proposed rules...
Federal Budget Review 2013
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Have a US Property? The Taxman Cometh
Edmonton Journal, Feature Article, September 29, 2012
Federal Budget Review
View the Federal Budget Review
Important Changes to Alberta Wills and Estate Law
Canadian Tax: Update On Restrictive Covenant Proposals
On July 16, 2010, the Canadian federal government released further amendments to the draft legislation dealing with payments for non-competition and other restrictive covenants. These proposals continue to be significant for taxpayers who acquire or dispose of businesses. A Colourful...
Chartwell acquires four Edmonton retirement communities in $297.9 million transaction
Counsel to one of the vendors