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First in Class

Awarded for Academic Excellence

in Study of Tax Law

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Estate Law & Tax Planning

for Canadians & Americans at Home & Abroad

Member of The Florida Bar & Law Society of Ontario

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Estate Law and Planning

Looking Out for the Best Interest

of Canadians & Americans in Canada, the U.S. & Abroad

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Testimonial: “Possesses a sophisticated knowledge of

corporate structure, trust and tax law”

Gary Phelps: Davis Martindale

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Managed Risk

Reduced Tax Burden

Peace of Mind

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Business Law: Contracts

and Commercial Transactions

That Look Out for Your Interests

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Improving Your

Financial Well-Being

Through Tax Planning and Risk Management

Legal Counsel

John. W. Robertson, J.D., M.B.A., L.L.M. (tax)

Improving Your Financial Well-Being Through Tax Planning and Risk Management

Bar Association Memberships

Quote Inquiries and Rates

Please contact me regarding quotes on an all in basis for any work you are considering. For rates, please visit the Services, Rates & Promotions page.

Better than I could have done it...

Lawrence Loken Professor University of Florida
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Notes on US Based Asset Protection Trusts

The following notes are not meant to be comprehensive with respect to Asset Protection planning. After considering what Asset Protection provisions exist in the... Read on.
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Notes on Ontario Asset Protection Legislation

1. Creditor Protection Legislation in Ontario is centered on Insurance and RRSP’s. 191. Insurance Act (1) An insured may in a contract, or by a declaration other... Read on.
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Asset Values, Derivatives and Tax Planning

Income tax statutes often make use of fair or arms length consideration tests to distinguish legitimate transactions between related parties and illegitimate... Read on.
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US Tax Compliance Issues

Disclosure requirements for U.S. tax residents is extensive and failure to comply can result in significant penalties. Non Residents who inadvertently become US tax residents via the... Read on.
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Permissible Surplus Strip

With the ongoing increases to dividend tax rates, its worthwhile to review the possibility of removing funds from a corporation at capital gains rates. Pursuant to section 84.1 “hard ACB” is derived... Read on.

For more full list of my blog articles, tax planning notes and ideas, visit the Blog page.