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David ByunTEP

Associate Admitted to the Ontario Bar: 2017
People > David Byun

David’s practice spans a wide variety of estate planning and estate administration matters. Clients rely on David to build, implement and continually adjust their estate plans to meet their ever-changing goals and needs. Compassionate by nature, he assists families through difficult times and oversees inter-generational succession of legacies and memories.

David is a member of the Estates & Trusts Group and Tax Group. He advises high net worth individuals and family businesses with respect to developing and implementing estate plans, including probate planning, family business succession planning, disability planning and asset protection strategies. He also assists executors, trustees and beneficiaries with the administration of estates and trusts.

Awards & Recognition

  • Trust and Estate Practitioner designation (TEP)

Professional Involvement

Memberships

  • Canadian Bar Association
  • Ontario Bar Association – Trusts and Estates Law Section
  • Society of Trust and Estate Practitioners (STEP)
  • Canadian Tax Foundation
Community Involvement
  • Past Director, Better Canada Homes

Selected Publications

"All Change in Ontario," co-authored with Rachel L. Blumenfeld and Marni Pernica, STEP Journal, August 26, 2021.

"Remote Witnessing of Wills and Powers of Attorney in Canada," The International Comparative Legal Guide: Private Client 2021, Global Legal Group (January 2021), co-authored with Rachel L. Blumenfeld and Marni Pernica

"Calmusky v. Calmusky: The Application of Pecore Principles to Beneficiary Designations?" Insurance Planning Journal (October 2020)

"Cross-border Planning for Canadian Registered Retirement Plans," Estates, Trusts & Pensions Journal (March 2020), co-authored with Elise M. Pulver, Ryan M. Murphy and Amy P. Walters

"When Can a Trustee Claim, and Justify, a Special Fee," Law Society of Ontario Estate Accounting 2019 (January 2019), co-authored with Lisa S. Toner

Insights

Publications Article Sep 09, 2019 The Use of Multiple Wills and Milne Estate (Re)

Education

  • TEP, Society of Trust and Estate Practitioners, 2018
  • JD, University of Toronto, 2016
  • MA, University of Toronto, 2013
  • BA (Hons.), University of Toronto, 2012

Expertise