Selected Publications
"Trust Issues: An Update," co-authored with Ed Esposto, in Report of Proceedings of the Sixty-Ninth Tax Conference, 2017 Conference Report, (Toronto: Canadian Tax Foundation, 2018), 28:1-40
“Revisiting Planning for Private Company Shareholders after July 2017,” Personal Tax Planning feature, Canadian Tax Journal, 421-45, (2018) 66:2.
“Multi-Jurisdictional Pre-Immigration Planning,” co-authored with Rachel Blumenfeld, Ed Powles, Emma-Jane Weider, Alon Kaplan, Lyat Eyal, Stanley A. Barg and Eric Dorsch, in Trusts & Trustees, ttx118, Oxford University Press, September 2017.
“Tax-Efficient Gifting to Canadians by Non-Residents: Some Issues and Considerations,” co-authored with Rachel Blumenfeld, New York State Bar Association and Society of Trust and Estate Practitioners' (STEP) 13th Annual International Estate Planning Institute, March 2017.
“Voluntary Disclosures Program,” Tax Profile, February 2017.
"The Income Tax Act and Estate Planning: The Law of Unintended Consequences," co-authored with Ed Esposto, Ontario Bar Association Annual Institute-Trusts and Estates Law Section, February 9, 2017.
“Principal Residence Exemption: Trusts and Non-Residents,” co-authored with Jack Bernstein, Canadian Tax Highlights, Volume 25, Number 1, January 2017.
"Court Backs Move of Trust’s Residency," The Bottom Line, January 2017.
“Discretionary Trusts and Ontario Net Family Property,” co-authored with Nathan Wright, Canadian Tax Focus, Volume 6, Number 4, November 2016.