Nicole Woodward  

Counsel

Executive Summary

 

Nicole Woodward is counsel in the Toronto office of Borden Ladner Gervais LLP.  Nicole practices in the area of trusts, estates, succession planning, and taxation in relation to those practice areas.  She advises clients in all areas of domestic and complex cross-border estate and trust matters, including planning for high net worth estates, estate and trust administration, and the preparation of wills, trusts, and other estate planning documents. Nicole regularly counsels individuals regarding a variety of cross-border issues, including tax planning for foreign spouses, U.S. beneficiaries of Canadian estates, and Canadians with U.S.-situs assets.

Nicole worked in the Calgary office of Borden Ladner Gervais LLP from 2005 to 2009, and, after five years' experience in-house as Governance Counsel, now returns to the firm in the Toronto office.

Representative Work

  • Advise high net worth private clients with international interests or complex issues on appropriate estate, tax and trust planning, including drafting of wills, trusts and other ancillary documents
  • Advise clients regarding complex cross-border issues, including tax planning for foreign spouses, U.S. beneficiaries of Canadian estates, and Canadians with U.S.-situs assets
  • Advise private clients regarding business succession planning
  • Advise donors, charities and non-profit organizations regarding tax implications of structuring operations, establishing legal entities, obtaining and maintaining charitable registration, and trust/corporate governance
  • Advise estate trustees of complex estates involving court sealing of grants of probate, resealing in other Canadian and international jurisdictions, administration of testamentary trusts, tax implications of donation of private corporation shares and gifts by will, and wind-up and reorganization of private corporation interests
  • Advise estate trustees with administration of estates, including addressing transfers and sale of land, completing distributions to beneficiaries, and handling all other related matters
  • Regulatory, strategic and compliance advice.
  • Corporate governance for not-for-profit and regulatory organizations.

Publications & Presentations

Nicole Woodward
  • July 2017, Recent Trends: Increased Use of Powers of Attorney and Cross-Border Estate Planning, presented to a large banking client
  • May 2017, The Ulysses Contract: An Advanced Personal Care Directive, presented to the Institute of Law Clerks of Ontario, in Halifax, NS
  • September 2016, The Ulysses Contract: A Brief Overview, presented to the Borden Ladner Gervais Tax Group
  • May 2016, Contract Negotiations and Transactions: Planning for the Contingencies of Incapacity and Death, presented to the Borden Ladner Gervais Tax Group
  • April 2016, Navigating the Minefield: Dealing with Powers of Attorney in Business, presented to the Young Commercial Lenders Association
  • November 2015, Naming Rights and Donor Agreements, presented to the Borden Ladner Gervais Tax Group
  • November 2014, Toronto Estate Planning Seminar: What Will Your Legacy Be? Presented to the University of Alberta Alumni Association
  • April 2014, Strategic Planning Refresh, presented to the Board of the Calgary Immigrant Women’s Association.
  • October 2013, Adjudicator Education, presented to the Benchers of the Law Society of Alberta.
  • February 2013, Creating a Strategic Plan for the Law Society of Alberta, presented to the Benchers of the Law Society of Alberta.
  • Spring 2010, Advisor to Jean Blacklock and Sarah Kruger, The 50 Biggest Estate Planning Mistakes . . . and How to Avoid Them, (2010: John Wiley and Sons).
  • January 2009, Rationales, Strategies and Considerations in the Uses of Testamentary Trusts, presented to the Canadian Bar Association, Elder Law Section.
  • November 2009 and 2007, Legal and Ethical Issues on a Client’s Mental Incapacity or Death, presented to the Independent Financial Brokers 2009 and 2007 Alberta Fall Summit.
  • November 2007, RESPs: Estate Planning and Estate Administration Perspectives, presented to the Borden Ladner Gervais National Wealth Management Group.

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