His practice is limited to estate planning and estate litigation support, serving clients in Alberta, British Columbia, Manitoba and Ontario. The mainstays of his practice include strategies to reduce Canadian income tax, provincial probate tax, and U.S. estate tax, as well as planning for disabled heirs and in blended family situations. He helps families protect wealth against mistakes in judgment, marital breakdown, and creditors. He also provides advice to litigants and their lawyers during capacity disputes. he also supports estate, trust, and gift litigation, providing opinions to clients and other lawyers as to the chances of winning a fight in court and measures available to strengthen their cases. He also works with clients who suffer from diminished capacity, but still wish to meaningfully participate in the intergenerational transfer of wealth.
Nationally, he is a past chair of the Wills, Estates and Trusts Section of the Canadian Bar Association (the “CBA”), and past as Deputy Chair of the Canadian Branch of the Society of Estate and Trust Practitioners (“STEP”). Provincially, in Manitoba, he is a past chair of the Wills and Estates Section of the provincial bar association, and a past chair of the Winnipeg Chapter of STEP. Internationally, he is now a member of the Worldwide Council for the Society of Trust and Estate Practitioners, governing an organization with members in more than 20 countries.
He coauthors a text book for Carswell, entitled The Taxation of Trusts, a Practitioner’s Guide, currently in its tenth edition, helping accountants and lawyers in Canada deal with the taxation and planning issues relating to trusts and estates. He authors two certificate level courses on estate planning and taxation, geared for financial advisors and offered through The Knowledge Bureau. He has authored a new textbook for Carswell entitled “The Law of Capacity.” The text works on advanced strategies to attack and defend wills, gifts, settlements into trust, and transfers into joint ownership.
He is the founding editor of The National Concordance, a compilation of succession and capacity laws across Canada jointly published on-line by the CBA and Westlaw ECarswell. He also serves as an associate editor of The Estates and Trusts Reports, a national case law reporting service for lawyers and judges. He is a regular contributor to the Estates, Trusts, and Pensions Journal.
As a lecturer and public speaker, John has given presentations in locations across Canada, including Vancouver, Kelowna, Calgary, Edmonton, Regina, Saskatoon, Winnipeg, Toronto, London, Montreal, and Halifax. He has also presented at locations outside of Canada including Santa Fe, New Mexico, and Monterey, California.
John writes a regular newspaper column on succession for both the Winnipeg Free Press and the Calgary Herald.
John has two children, a dog, and one wife. He loves Las Vegas, hates mosquitoes, and has been a regular driver for Meals on Wheels since 1995.
|Tradition Law LLP Estates & Trusts||The Wealth and Estate Law Group (Alberta)|
|200-207 Donald St.||Banker’s Hall, West Tower|
|Winnipeg, MB, R3C 1M5||1001-888 3rd St. S. W.|
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