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Borden Ladner Gervais LLP
Department profile | Borden Ladner Gervais LLP
Private Wealth Law

About

Provided by Borden Ladner Gervais LLP

BLG advises High Net Worth individuals and families on wealth management and estate planning, recognized for technical expertise and discretion. We address complex legal and financial issues including tax planning, trusts, wealth preservation, and charitable structures, collaborating with family offices to deliver tailored solutions.

Key Types of Work:

    • Estate Planning and Family Office Advisory: Crafting tailored estate plans to address complex assets or family situations
    • Tax Planning: Providing sophisticated tax planning and advisory services, investment ownership structuring advice, leveraged insurance solutions, and guidance on immigration and emigration tax implications
    • Dispute Resolution: Expertly managing disputes related to estates and trusts, including capacity, governance, ownership, succession and tax disputes
    • Administration: Advising executors, trustees, and organizations on multi-jurisdictional estate and trust administration, ensuring compliance and efficiency

Areas of Recent Growth:

    • International Planning: Cross-border tax planning, estate planning and trust management
    • Philanthropic Advisory: Legacy-focused charitable structures
    • Capacity Disputes: A rise in cases related to mental capacity and elder (and elder abuse) law
    • Digital Assets: Cryptocurrency and digital asset protection
    • Privacy: Confidentiality-focused structures
    • Tax Disputes: CRA's Global High Wealth Audit Program representation (a recent audit initiative targeting HNW Canadian taxpayers)

Chambers Review

Provided by Chambers

Private Wealth Law - Canada

1
Band 1

What the Team is Known For

Borden Ladner Gervais is highly respected for its work on a wide variety of private wealth matters. Its team's work includes advice on tax planning, estate planning and restructuring, and corporate governance work for the owners of closely held businesses.

Strengths

Provided by Chambers

Borden Ladner Gervais is particularly placed to handle complex and sophisticated matters in time and collaboratively.

Private Wealth Law respondent
High Net Worth

Borden Ladner Gervais have experienced and skilled professionals, with relevant and practical approach and advice.

Private Wealth Law respondent
High Net Worth

Borden Ladner Gervais have a fantastic group of partners and associates that can cover just about any issue that clients face.

Private Wealth Law respondent
High Net Worth

Notable Practitioners

Provided by Chambers

Daniel J. Dochylo
1
Daniel J. Dochylo
1
Band 1
Daniel Dochylo is an experienced and respected private client litigator with a focus on estates and trust litigation.

Daniel is a superb lawyer with great depth of knowledge and abilities.

Daniel is very good in estate law, and knows the law very well.

The level of client service Daniel provides is exemplary. He is very knowledgeable, has a deep breadth of experience. Sound legal advice, strategic and practical, timely, trustworthy.

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Pamela Cross
1
Pamela Cross
1
Band 1
Pamela Cross has years of experience advising on private client matters, including estate and trust planning.

Pamela does an excellent job.

Pamela is knowledgeable and easy to work with.

Pamela is a very strong practitioner.

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Paul Taylor
3
Paul Taylor
3
Band 3

Paul Taylor advises wealthy clients and family offices on tax, trusts and estates, and is also experienced in corporate structuring.

Paul is a superb lawyer.

Paul is very sound and practical.

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Ruth Spetz
3
Ruth Spetz
3
Band 3

Ruth Spetz KC is well known for advising high net worth clients on tax, trust and estate planning.

Ruth does a lot of trustee-focused work; she is very active on the governance side, and is quite strong in that area.

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Ranked Individuals at
Borden Ladner Gervais LLP

Provided by Chambers
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Band

Canada

Private Wealth Disputes
Daniel J. Dochylo
1
Daniel J. Dochylo
1
Band 1
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Private Wealth Law
Pamela Cross
1
Pamela Cross
1
Band 1
View Profile
Paul Taylor
3
Paul Taylor
3
Band 3
View Profile
Ruth Spetz KC
3
Ruth Spetz KC
3
Band 3
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Members

Provided by Borden Ladner Gervais LLP

François Morin

Jamin Chen

Kathleen McDormand

Kevin Major-Hansford

Natasha Miklaucic

Peter Glowacki

Richard Eisenbraun

Ryma Nasrallah