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Peter practises primarily in the areas of wills, trusts and estates law. He works with clients in planning, while providing ongoing administration and litigation advice to settlors, will-makers, executors, trustees and beneficiaries pertaining to all aspects of inter-vivos, Indigenous, off-shore and testamentary trusts, as well as financial institutions for risk management and compliance in these matters.
Peter has a TEP designation from the Society of Trust and Estate Practitioners and was a member of its subcommittee to respond to the BC “Land Owner Transparency Act White Paper”. He is a member of the Canadian Bar Association Wills and Trusts Section and an executive member of the National Charity and Not-for-Profit Law Section.
Peter participates in the planning and presentation of numerous educational sessions to professionals and various groups and associations related to wills, trusts and estates as well as charitable and not-for-profit matters.
Peter is Regional Co-Leader of our Vancouver Private Client Group.
Peter fournit des services juridiques par l’intermédiaire d’une société professionnelle.
Presenter, "Estate Planning Tools and Techniques," CLE- Wealth Preservation and Succession for the Family Enterprise 2023, June 2023
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Presenter, "Real Property, Real Problems: Planning for Real Property,, STEP Vancouver, May 25, 2023.
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Presenter, "Choice of Law and Multiple Wills)," PBLI - International Issues in Tax and Estate Planning, May 2023
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Presenter, "Matters Beyond Wealth podcast relating to Digital Wills," RBC Royal Trust, January 2023
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Presenter, "Creating and Managing Indigenous Community Trusts," Indigenous Wealth Conference and Dealfest, Richmond (B.C.), December 2022.
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Speaker, "Current Cases of Note in Estate Litigation," Estate Planning Council of Vancouver, May 2022
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Presenter, "The New Corporate Registry Rules in Canada: Beneficial Ownership, Trusts and Transparency", STEP Canada, May 2021
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Presenter, "Estate Planning Tools and Techniques," CLE BC's "Wealth Preservation and Succession for the Family Enterprise 2021", May 2021
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Presenter, "Choice of Law and Multiple Wills,' PBLI - Cross-Border Estate Planning, April 16, 2021
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Presenter, Considerations when Advising Older and Vulnerable Clients - Looking Beyond the Securities Regulations, October 1, 2020
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Panelist, STEP Thought Leadership Series: "Remote Witnessing: will it persist once we no longer have to socially distance?", September 2020
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Presenter, "Choice of Law and Multiple Wills Issues", STEP Okanagan, KMPG LLP, February 2020
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Presenter, "Around the Jurisdictions – Update on Cases, Statutes and Trends in … Canada", STEP 2019 Special Interest Group Spotlight Sessions, London, UK, November 22, 2019.
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Co-Author, "A Whole LOTA Compliance", STEP Journal, September 2019
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Presenter, "Life Interest Trusts: Are They Worth the Trouble?," 2019 STEP Canada National Conference, Toronto, June 7, 2019.
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Presenter, "Choice of Law and Multiple Wills", Pacific Business & Law Institute's Cross-Border Estate Planning program, Vancouver, March 6, 2019.
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Presenter, “Non-Compliant Wills – When those scribbles on a napkin may actually be a Will”, Legal Education Society of Alberta’s Wills and EPAs – Commonly Occurring Issues program, Edmonton, January 23, 2019.
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Presenter, "Changes Wrought by the Provincial Government 2018 & Changes Still to Come," Continuing Legal Education Society of British Columbia's TRUSTS IN THE 21ST CENTURY: SURVIVING IN A SEA OF CHANGE, April, 2019.
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Presenter, “Avoiding the Pitfalls, Part II: Drafting to Avoid Trust Litigation,” Pacific Business and Law Institute's The Changing Landscape of Trusts: Beyond the Status Quo, June 2018.
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Guest Instructor of the Professional Legal Training Course – Wills Practice class at the Law Society of BC, October 2018 and 2019.
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Presenter, “Avoiding the Pitfalls: Drafting Around the Most Commonly Litigated Areas,” Pacific Business and Law Institute’s Estate Planning Done Right Conference, January 2018.
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Presenter, “Canada/U.S. Estate Planning Update,” STEP-Seattle, September 2017
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Presenter, “Will Formalities – Updates in Canada and Abroad,” 2017 STEP Canada National Conference, June 2017.
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Presenter, “The Aging Investor: Advising Seniors and Vulnerable Clients on Financial Matters,” BLG Client Presentation, May 2017.
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Planning Amid Pending Tax Reform Strategies for Domestic and International Clients
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Presenter, “The Grey Areas of Incapacity,” Estate Litigation Update 2016, Continuing Legal Education Society of British Columbia (CLE BC), October 2016.
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Presenter, “Succession Planning for a Business: Tools and Strategies for Success,” 2016 Independent Financial Brokers BC Spring Summit, May 2016.
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Contributor, ADR and Trusts: An International Guide to Arbitration and Mediation of Trust Disputes, Spiramus Press Ltd., 2015.
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Member, CBA BC Wills and Trusts Section and Charity and Not-for-Profit Law Section
Member, Society of Trust and Estate Practitioners
Member, Estate Planning Council of Vancouver
Past Executive Member of Wills, Estates and Trusts Section of Canadian Bar Association and its testamentary trusts Finance submission subcommittee
Member, ABA Real Property, Trust and Estate Law Section
Member of Steering Committee for Cambridge Forums: Senior Practitioners Estate Planning & Litigation Forum
Member, National Aboriginal Trust Officers Association
Community Involvement
Past Member (Chair), Board of Directors of Canuck Place Children’s Hospice and its Executive Committee, as well as its Governance Committee
Contributor, United Way of Vancouver
Trustee, CLAS (Community Legal Assistance Society) Foundation
Awards & Recognitions
Recognized in the 2024 edition (and since 2014) of The Best Lawyers in Canada® (Trusts and Estates).
Recognized in the 2024 edition (and since 2019) of TheCanadian Legal Lexpert® Directory (Estates and Personal Tax Planning and Charities/Not-For-Profit Law) and since 2023 (Indigenous Law).