Ruth Spetz is a lawyer practicing tax, family wealth counsel, private company and 2 other areas of law. Ruth has been licensed for 40 years. Ruth practices at Borden Ladner Gervais LLP in Calgary, AB.
Reviews for Ruth
Services
Areas of Law
Practice Details
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Firm InformationPositionPartnerFirm NameBorden Ladner Gervais LLP
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Representative Cases & TransactionsCasesRepresentative Work: Advising senior-generation family members, establishing
varying Canadian trusts, reorganizing Canadian private corporation interests, negotiating next-generation shareholder agreements,
related business-succession, asset management
estate-planning matters.
Advising
implementing butterfly reorganizations of private corporations.
Advising private corporations pertaining to Canada Revenue Agency audits of foreign exchange, Part IV tax
inter-provincial income allocation issues. Negotiated favourable advance tax ruling in connection with foreign exchange implications of intercorporate loans.
Advising personal representatives of complex estates involving court sealing of grants of probate, resealing in other Canadian
US jurisdictions, administration of testamentary trusts, tax implications of donation of private corporation shares
gifts by will,
wind-up
reorganization of private corporation interests.
Preparing tax-planned wills for high-net-worth individuals involving complex tax, estate
family situations, testamentary trusts
philanthropic planning.
Advising donors, charities
non-profit organizations regarding tax implications of structuring operations, establishing legal entities, obtaining
maintaining charitable registration,
trust/corporate governance.
Establishing
obtaining charitable registration of private foundations for senior executives anticipating a liquidity event
parallel foundations for public entities.
Advising trusts
private foundations undergoing Canada Revenue Agency
provincial audits.
Advising on the implications of various gifting
investment strategies.
Advising on
establishing Canadian structures to hold US recreational property.
Experience
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Bar Admission & MembershipsAdmissions1986, Saskatchewan
1990, Ontario
1991, Alberta
MembershipsProfessional Involvement
•Member, Alberta Family Business Institute
•Member, Canadian Bar Association (CBA)
Chair, CBA Tax Specialist and Non-Specialist Subsections, 1995
•Member, Canadian Tax Foundation
•Member, Estate Planning Council of Calgary)
President, 2006
•Member, Institute of Corporate Directors
•Member, Family Firm Institute
•Member, Society of Trust and Estate Practitioners,Executive Member Calgary Branch, 2015Community Involvement
•Director, The Calgary Foundation (CF), 2000-09
CF Audit Committee Member, 2003-12
CF Gift Acceptance Committee Chair, 2004
CF Development Committee Chair, 2002
•Volunteer, BLG Reads to Kids Program Committee, 2002-07
•Advisory Committee Member, Alberta Law Reform Institute, Report No. 26, Non-Profit Corporations, 2013-2014 -
Education & CertificationsLaw SchoolUniversity of Saskatchewan
Class of 1985
LL.B.
Ruth Spetz
Centennial Place, East Tower1900, 520 - 3rd Avenue S.W.Calgary, AB M5H 3Y4Canada