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Paul's practice focuses on trust, estate, and incapacity planning and administration, as well as corporate law.
His extensive experience includes:
planning for individuals with high value and complex assets
working with clients to provide for beneficiaries with disabilities
preparing, amending and interpreting trusts for indigenous groups
Paul's corporate law experience includes the implementation of corporate structures as part of tax and other planning.
Paul completed a secondment with a major Canadian financial institution to assist in the interpretation and administration of wills, powers of attorney and trusts.
Experience
Drafting wills, powers of attorney and trusts, including multiple wills for individuals with owner-managed businesses, wills and trusts with provisions providing for the care of beneficiaries living with disabilities and wills containing testamentary trusts.
Administering and assisting in the administration of estates and trusts.
Advising on corporate restructuring for planning purposes.
Panel Moderator, “Planning for and Managing Incapacity: A Nuts and Bolts Approach," STEP National Conference, Toronto, June 2023.
PRÉSENTATION
Speaker, “The New Trust Reporting Rules," Investment Association of Canada Breakfast, Toronto, April 2023.
PRÉSENTATION
Speaker, “Tax Issues: on Settlement, Treatment of Registered Plan Assets on Death (RESP/RDSP)”, LSO Estates and Trusts Summit, Toronto/Online, October 2022.
PRÉSENTATION
Co-Host, STEP National Conference, Online, June 2022.
PRÉSENTATION
Panel Moderator, “Trust and Estate Law Update,” STEP National Conference, Online, June, 2022.
PRÉSENTATION
Panel Moderator, “Wealth Planning in the Digital Age”, STEP National Conference, Online, June 2021.
PRÉSENTATION
Contributor, “Conflict of Laws in Estate Planning," STEP Canada Branch/Chapter Bundle, March 2021
PUBLICATION
Panel Moderator, “All in the Family," STEP Canada Branch/Chapter Bundle, January 2021.
PRÉSENTATION
Panel Moderator, “Trust Me for Now But Not Forever: Trust Variation, Amendment, and Potential Tax Consequences”, STEP -Speakers Series, Online, October 2020.
PRÉSENTATION
Speaker, “Canada and U.S. Cross Border Planning for Mobile Families," STEP Orange County 9th Annual Institute on Tax, Estate Planning and the World Economy, Newport Beach, February 2020.
PRÉSENTATION
Moderator, “Taxation of Trusts and Estates," STEP Full Day Course, Ottawa, January 2020.
PRÉSENTATION
Speaker, “Voluntary Disclosure in Estate Matters,” LSO Six-Minute Estates Lawyer, Toronto, April, 2019
PRÉSENTATION
Panel Moderator, “the Complexities of Domestication: Extra-jurisdictional Recognition and Enforcement of Judgments”, STEP National Conference, Toronto, June 2019.
PRÉSENTATION
Speaker, “Incapacity and Other Legal Issues,” IAFP 2018 Symposium, Gatineau, September 2018
PRÉSENTATION
Moderator, “Planning and Administering a Discretionary Trust – Absolute Freedom?” STEP National Conference, Toronto, May 2018.
PRÉSENTATION
Speaker, “Common Complexities: There is no such thing as a simple estate,” STEP Ottawa, February 2017.
PRÉSENTATION
Instructor, “Changes to Testamentary Trust Rules – A Comprehensive Case Study,” Canadian Tax Foundation National Conference, November 2016.
PRÉSENTATION
Speaker, “Taxation of Inter Vivos Trusts, GREs, and Testamentary Trusts – Where are we now?” Canadian Tax Foundation Ontario Conference, October 2016.
PRÉSENTATION
Panelist, “Advising Families with Special Needs,” STEP National Conference, Toronto, June 2016.
PRÉSENTATION
Member, Law Society of Ontario, Law Society of Nunavut, Canadian Bar Association and County of Carleton Law Association
Society of Trust and Estate Practitioners (STEP) Worldwide: Recipient of STEP Worldwide Founders Award; International Client Global SIG Steering Committee member
STEP Canada: Board Member; Chair of STEP National Conference; member of Programming Committee and STEP Inside Editorial Board; former member of Membership Committee, Student Committee, and Human Resources Committee;
STEP Ottawa: Former Chair and Board Member
Community Involvement
Former Board President, Ottawa Salus
Former board member, Bruce House
Former board member, Ryan’s Well Foundation
Former board member, Fund for a New Generation
Guardian, Youth Parliament of Manitoba Inc.
Awards & Recognitions
Recognized in the 2025 edition (and since 2024) of The Canadian Legal Lexpert Directory (Estate & Personal Tax Planning)