Tax and Estate Planning Update & Estate Planning for Blended Families and Substantial Compliance Update

Michael was called to the Ontario Bar in 1978, after having graduated from the University of Toronto with a B. Comm. and then from the University of Toronto Law School with an LL.B. During his career, Michael also earned a Master-in-Laws degree in Taxation Law from Osgoode Hall Law School in 1986. Michael is Counsel to Ross & McBride LLP and practices in the areas of taxation law, estate planning and business law. As the leader of the Tax Law Group, his law practice is primarily focused on providing tax planning advice and strategies, estate planning advice and strategies, business succession planning, and wills, powers of attorney and trusts preparation – as well as implementing transactions regarding the establishment, reorganization and purchase/sale of businesses (including professional corporations), and representing clients in tax disputes. In mid-October, Michael will be relocating his tax, estate planning and business law practice to O’Connor MacLeod Hanna LLP. Michael has been a frequent speaker on a broad range of tax planning, estate planning and business succession planning topics to various organizations, including The Law Society of Upper Canada, the Ontario Bar Association, the Canadian Tax Foundation, the Hamilton Law Association, the Halton County Law Association, the Estate Planners Council of Hamilton and numerous business organizations. He has also been an adjunct professor at Queen’s University Law School, teaching both the personal tax course and the corporations tax course, and previously served as an instructor in the Business Law course and the Estate Planning course of the Ontario Bar Admission program.