Ian Spiegel

Executive Summary

Ian is an associate whose practice focuses on tax and estate planning, corporate and commercial matters, and advising charities and non-profit organizations. He works with individuals, families, and businesses on a range of legal and planning issues, including corporate restructurings, contracts, and other transactional matters, with a particular emphasis on Canadian income tax planning for individuals, corporations, and trusts.

Ian regularly advises high-net-worth individuals and families on estate planning and wealth transfer strategies. His work includes advising on wills, trusts (including alter ego and joint partner trusts), powers of attorney, and estate and trust taxation. He helps clients plan for probate tax minimization, cross-border estate issues, and the use of trusts and other planning techniques, including prescribed-rate loan strategies, estate freezes, capital gains exemption planning, and post-mortem estate planning.

In addition to his tax and corporate work, Ian advises charities and non-profit organizations operating in Canada and internationally. He assists with incorporations, continuances, charitable registrations, dissolutions, and ongoing operational matters, and provides guidance on governance, by-laws, regulatory compliance, and related real estate issues.

Ian began his career at Gardiner Roberts as a summer and articling student and returned to the firm as an associate in 2020.

Expertise

• Tax and Estate Planning
• Trusts
• Business and Corporate Commercial
• Non-Profit and Charities