Best Calgary, Alberta Trusts and Estates Lawyers
Greg Lindsey is the Managing Partner of Linmac LLP and a trusted advisor with over 25 years of experience at the intersection of tax and estate law. Recognized in The Best Lawyers in Canada for Trusts and Estates, Greg is known for delivering integrated, tax-optimized strategies to high and ultra-high-net-worth individuals, family offices, and business owners. Greg advises on a broad range of matters, including family and private business tax planning, succession and intergenerational wealth ...
Andrew Bateman is Miller Thomson’s Leader of Corporate Tax. His practice covers a broad spectrum of taxation law, with a current focus on planning and dispute resolution for private corporations, trusts and other entities. Andrew has extensive experience in public and private corporate transactions and reorganizations, tax dispute resolution and litigation, trust and estate matters, First Nation taxation and goods and services tax. As a sought-after speaker and writer, Andrew provides i...
Jonathan Ng is a lawyer recognized by Best Lawyers in the practice area of Trusts and Estates. Jonathan practices law in Calgary, Alberta Best Lawyers has recognized Jonathan Ng since 2023. The Best Lawyers recognition is based on a peer-review survey of lawyers in the same geographic region and legal practice area. The recognition reflects the professional regard in which Jonathan Ng is held by other lawyers.
William (Bill) Fowlis, KC, FCPA, FCA, TEP is a lawyer, a Chartered Professional Accountant/Chartered Accountant, and a Trust and Estate Practitioner (TEP). With this complementary professional background, Bill focuses on taxation, corporate, trust, succession, and estate planning law for privately owned businesses, corporations, family enterprises and high net worth individuals. Bill is considered to be one of the top legal professionals practicing in these areas of law in Canada. His practic...
Roy Klassen is a partner at McLeod Law LLP in Calgary, Alberta, and leads the firm’s Wills, Trusts & Estates group. His practice areas include Trusts and Estates, with a focus on wealth management and protection, international and U.S./cross-border planning, trust creation, and compliance. For more than 33 years, Roy has advised individuals, families, family offices, and related businesses on a range of trust and estate planning matters, including plans involving international and c...
Gail Black’s tax-based private client services practice focuses on trusts and estate planning and administration including Wills, substitute decision-making, various trusts, charitable planning and probate matters. As an active member of both the BC and Alberta Law Societies, she also advises on cross-provincial estate planning and administration matters. Working with US counsel, she assists clients on the tax-effective planning and administration of estates with US components including...
Lori advises both domestic and international clients on a broad range of tax matters. She has extensive experience in business structuring, corporate reorganizations, pre-sale and divestiture planning, business succession planning, executive and employee compensation, immigration/emigration, trusts, and estates. Corporate, institutional and individual clients turn to her for clear, actionable guidance on complex tax matters. Known for translating intricate tax rules into practical, tax-effici...
Mark Sawyer articled with Dunphy Best Blocksom LLP in 2003 and became a partner in 2010. Mark’s practice focuses on the business and commercial aspects of the law, as well real estate and estate planning. Mark works with many privately held businesses, advising them on their corporate, financing, contract and shareholder matters. Mark provides advice as well on the incorporation of new businesses and the sale and purchase of existing companies. He also acts for clients who are buying, s...
Layne Thiessen is a Calgary lawyer with McLeod Law LLP whose practice focuses on Trusts and Estates , including estate litigation. He represents clients throughout Alberta and assists individuals and families across Canada and internationally with wills, trusts, and estate matters in Alberta. Layne Thiessen has been recognized by Best Lawyers since 2026 in the practice area of Trusts and Estates. Best Lawyers recognition is based on a peer-review survey of lawyers practising in the same geogr...
Rick Breen is a highly-experienced lawyer assisting his clients with practical advice on structuring their corporate and personal matters. He has worked with owner managers to establish, grow and ultimately transition businesses for over 20 years. Additionally, Rick’s experience with personal planning allows him to ensure the personal affairs of his clients are in order. Rick provides pragmatic advice and counsel in acting for owner managers and their families to address risk and planni...
Aaron focuses on Wills, Trusts, and Estates. He has extensive experience in estate planning, administration, and dispute resolution. He previously also practiced in business law and real estate law, and he is able to deploy that experience in his Wills, Trust and Estate work. Aaron is a recognized thought leader in the application of The Surrogate Rules and complicated court applications, which helps him generate positive, timely results for his clients. He shares his knowledge with colleague...
Shelley E. Waite, TEP , is a Calgary lawyer with McLeod Law LLP whose practice focuses on Trusts and Estates . She assists clients with personal and family estate matters, including: estate planning trust planning U.S. and cross-border planning estate administration estate dispute resolution elder law guardianship and trusteeship matters Shelley helps clients navigate the legal and practical issues that may arise during the estate planning and administration process. She takes time to underst...
