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Safe Space with Francesco Lombardo

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.