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Tax and Estate Issues Where Estate Includes Shares of a Business
Anthony P. McGlynn is a Partner and Firm Co-Chairman at Perley-Robertson, Hill & McDougall and heads the firm’s Personal Legal Needs and the Estate Planning and Administration Groups. Anthony’s expertise is in the areas of business law, intellectual property and personal legal needs. Anthony was called to the Bar in 1986. He is actively involved in the community and has been involved with several organizations including, Part-time Professor – University of Ottawa Law School – Trusts Course (2011 – 2013); President of the Ottawa Estate Planning Council 2005-06; Member of the Board of Directors of the Bytown Museum; Former Honourary Solicitor, Loeb Health Research Institute, The Ottawa Hospital; Former Member and Treasurer, Board of Directors, Ottawa-Carleton Community Care Access Centre; and Former Member and President, Board of Directors, Ottawa-Carleton Placement Coordination Service.
Bernie Roach is an Ottawa lawyer in our Business & Corporate Law, Estate Planning & Administration, and Tax Practice groups. Bernie specializes in corporate finance and tax issues connected to private corporations and on estate planning issues. He assists our clients with estate planning services such as will planning, trust planning and business succession planning. His tax advisory services include tax planning for private corporations, owner-managed businesses and high net worth individuals including planning connected to wealth preservation, the use of trusts and the transfer of wealth to future generations