900, 332 6th Avenue SW, Calgary, AB T2P 0B2
info@carscallen.com
403-262-3775


Our Team

Our Team


education


  • 2017 CPA Canada In-Depth Tax Course - Parts I, II, and III
  • 2012 Bachelor of Laws (LL.B), University of Windsor
  • 2012 Juris Doctor (JD, U.S.), University of Detroit Mercy
  • 2007 Bachelor of Arts – Political Science, University of Calgary

professional associations


  • Canadian Bar Association
  • Canadian Tax Foundation (CTF)
  • Estate Planning Council of Calgary
  • Law Society of Alberta
  • Society of Trust and Estate Practitioners (STEP)

representative work


  • Representation of high net worth and ultra-high net worth families, owner-managers of closely held private corporations, blended families, as well as clients with complex distributions, tax residency issues, disabled beneficiaries, and assets in multiple jurisdictions
  • Advise clients on tax effective and pragmatic estate planning strategies and solutions, including developing and implementing wills, enduring powers of attorney, personal directives, and trusts
  • Advise clients on business succession strategies and solutions, including the drafting of Unanimous Shareholder Agreements, reorganizations, structuring, and related documentation for closely held family businesses
  • Advise clients on post mortem tax planning and related tax dispute matters
  • Advise clients in conjunction with other cross border specialists to provide innovative and effective succession solutions for Canadians with assets in foreign jurisdictions and foreign resident clients holding Canadian assets 
  • Advise clients on trust and estate administration matters, including Grant applications, variations of wills, acceleration of gifts and trusts under wills, appointment of trustees, variations of trusts, interpretation of trusts, interpretation of wills, removal and appointment of personal representatives, and dispute advisory services

awards, recognition & accomplishments


  • Best Newsletter Article by a Young Practitioner Award, Canadian Tax Foundation, 2018

teaching & publications


  • Co-Presenter, "After a Pandemic: Estate Planning from a Legal Perspective”, Estate Planning Council of Calgary, April 2022
  • Co-Presenter, “Pitfalls of US-Canadian Cross Border Estate Planning and Estate Administration”, Canadian Bar Association (Alberta), Wills & Trusts Section, October 2021
  • Co-Author, "Disclosing Persons Who Exert Influence on Trustees", Canadian Tax Focus, Volume 11, Number 2, May 2021
  • Presenter, “Estate Planning Strategies and Considerations”, Alberta Retired Teachers Association, April 2021
  • Interviewee, “Legal Report: The Evolution of Medically Assisted Death”, Canadian Lawyer Magazine, May 2020
  • Interviewee, “Estate Lawyers in British Columbia and Alberta Field End of Life Questions About Wills”, Canadian Lawyer Magazine, April 2020
  • Co-Author, "Trust Residence Post-Fundy," Canadian Tax Highlights, Volume 26, Number 2, February 2018
 
Back to Our Team
Carscallen LLP is proud to represent clients across Alberta and beyond. If you are in need of customized legal solutions, please reach out to us for a consultation.

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    Disclaimer: Please note a lawyer and client relationship is not established until a conflict check has been conducted and a retainer agreement has been signed.