Paul W. Taylor

Paul W. Taylor  


Executive Summary

Paul Taylor is a partner in the Ottawa office of Borden Ladner Gervais LLP. Paul's practice focuses on trust, estate, and incapacity planning and administration as well as corporate law. Paul has a wide range of trust, estate, and incapacity experience, including planning for individuals with high value and complex assets, working with clients to provide for beneficiaries with disabilities, and preparing, amending, and interpreting trusts for aboriginal groups. Paul's corporate law experience includes the implementation of corporate structures as part of tax and other planning.

Representative Work

  • 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.
  • Drafting, amending, and interpreting trusts for aboriginal groups.
  • Administering and assisting in the administration of estates and trusts.
  • Completing a secondment with a major Canadian financial institution to assist in the interpretation and administration of wills, powers of attorney and trusts.
  • Advising on corporate restructuring for planning purposes.
  • Drafting intellectual property and information technology licences.
  • Drafting agreements and supporting documentation for corporate transactions, including share and asset purchases.

Publications & Presentations

  • Panelist, "Advising Families with Special Needs", STEP National Conference, Toronto, June 2016.
  • Speaker, "Budget Update", CCLA Solicitors Conference, May 2016.
  • Speaker, Wills and Estates, Institute of Law Clerks of Ontario Conference, May 2016.
  • Instructor, “Trusts for Disabled and Dependent Children”, CBA WET Fundamentals for Estate Practitioners, October 2015.
  • Speaker, “Dealing with Incapacity Issues and Preventing Financial Abuse”, Society of Trust and Estate Practitioners, Ottawa, September 2015.
  • Speaker, “Estate & Trusts Taxation Changes – What All Advisors Need to Know”, Canadian Securities Institute, June  2015.
  • Panel Moderator, “Substitute Decision Making – Incapacity and Personal Care”, CCLA Solicitors Conference, May 2015.
  • Speaker, “Unintended Consequences – Changes to the taxation of testamentary trusts and estates”, CCLA Solicitors Conference, May 2015
  • Speaker, "Digital Assets: Legal Issues and Practical Advice", Institute of Law Clerks of Ontario Conference, May 2014.
  • Speaker, "Cross Border Powers of Attorney", CCLA Solicitors Conference, May 2014.
  • Author, " Getting Married, Separated, or Divorced? Dust off the Old Will ", Huffington Post Canada, October 31, 2013.
  • Author, " The Three Documents Everyone Needs, Part II: Powers of Attorney for Property and for Personal Care ", Huffington Post Canada, August 26, 2013.
  • Author, " The Three Documents Everyone Needs, Part I: Wills ", Huffington Post Canada, August 20, 2013.
  • Author, " How to Remove a Trustee," Advisor's Edge, May 22, 2013.
  • Speaker, "Ethics and Technology," In-House Counsel Professionalism Conference, June 2012.
  • Speaker, "Opening Files and Defining the Scope of the Retainer," 2012 County of Carleton Law Association (CCLA) Solicitors Conference, May 2012.
  • Speaker, "Estate Planning to Benefit a Disabled Child," 2011 CCLA Solicitors Conference, May 2011.