Jun 5, 2019
Angela is a Principal in the High Net Worth tax group of PwC.
Working exclusively in estate planning, she is responsible for
providing sophisticated estate planning services to shareholders of
private and public companies and to other wealthy individuals. She
advises on will and probate fee planning, tax planning for estates,
charitable giving strategies, the use of domestic and offshore
trusts and their taxation, buy-sell planning, estate freeze and
capital gains exemption planning techniques, creative uses of
insurance and distribution planning for corporations and
trusts.
Angela has over 15 years of experience in providing high-end tax
advice and planning to clients. Angela graduated with an LL.B. from
the University of Toronto and was called to the Ontario Bar in
1997. She practiced for over 9 years as a tax lawyer in both an
in-house counsel role and in a top-tier Toronto law firm. She is a
member in good standing at the Law Society of Upper Canada, a
member of the Canadian Tax Foundation, Ontario Bar Association and
Law Society of Upper Canada.
Angela has co-presented a session on tax issues for shareholders’
agreements at the 2010 National STEP Conference, and in 2013 on
donation planning for trusts and estates. She has spoken at
conferences sponsored by the Senior Estates and Trusts Practitioner
Forum, the Society of Trust and Estate Practitioners and the
Conference for Advanced Life Underwriting on various estate
planning topics. Angela has also co-written and delivered a paper
for the 2013 Canadian Tax Foundation Annual Report on the new
non-resident trust rules as they apply to personal trust and has
authored several articles for the Canadian Tax Foundation. In
addition, Angela is a regular contributor to the
PricewaterhouseCoopers publication, Wealth and Tax Matters; a
publication consisting of articles directed to owners of businesses
and other high net worth individuals.