Christine Perry

Christine Perry

Counsel

Tel:

(416) 367-7697

Fax:

(416) 367-2791

Email:

cperry@keelcottrelle.ca


“If taxes are laid upon us without our having a legal representation where they are laid, we are reduced from the character of free subjects to the state of tributary slaves.”

Areas of Practice

  • Corporate and Commercial Law
  • Taxation
  • Wills and Estates Law

Experience

I joined Keel Cottrelle LLP as Counsel in 2010. My practice focuses on:

  • domestic and cross-border tax and estate planning solutions for high net worth individuals, including trust planning
  • domestic and international Will and trust planning
  • immigration and emigration tax planning, including US expatriation issues
  • Immigration trusts and residency planning
  • asset protection
  • foreign ownership of Canadian and U.S. property, including reporting and compliance issues
  • private client inbound and outbound issues
  • domestic and cross-border insurance planning
  • related private client tax controversy issues, including voluntary disclosures
  • estate administration, including advising trustees on a variety of domestic and cross-border issues and tax reporting obligations

Prior to joining Keel Cottrelle LLP I articled at a national firm and later practiced with a boutique Toronto law firm where I was a partner.

Speaking Engagements

  • Speaker at the Ontario Bar Association, October 24, 2012  - “ A Practical Guide to Tax Considerations”.
  • Speaker at the CFA Society Toronto, October 29, 2013 – “Americans Among Us! U.S. Issue Identification Workshop”.
  • Speaker at Society of Trust and Estates Practitioners (STEP), November 05, 2013 – “ Down to Brass Tacks: Nailing FATCA, 8938, and FBAR Reporting for Trusts”.
  • Speaker at Ontario Bar Association, May 05, 2014 – “ The Tax Consequences of U.S. Citizens Living and Working in Canada”.
  • Speaker at the Federated Press “3rd Cross Border Personal Tax Planning Course”, May 14, 2014.

Publications, News & Media:

  • Recipient of the 2012 Widdifield Award for excellence in legal writing in the area of trusts and estates law

  • “Tax Amnesty for Americans Living Abroad”, Investment Executive, June 27, 2012

  • “Cross-Border Beneficiary Distributions: A Short History of Nearly Everything Tax”, Estates, Trusts and Pensions Journal (Vol. 30, 2011)

  • Guest on “The Current” with Anne Marie Tremonte (CBC Radio): Insurance and US Tax Law, September 8, 2011

  • “American Among Us”, National Post, July 30, 2011

  • “The Ultimate Pledge of Disallegiance”, National Post, September 2, 2011

  • “The Long Reach of the US Tax Man” , Investment Executive, October 15, 2011

Education

  • Call to the Ontario Bar, 2003

  • Call to the New York Bar, 2006

  • Bachelor of Laws, McGill University

  • Masters of Law in Taxation, University of Miami

Professional Membership

  • Canadian Bar Association

  • Ontario Bar Association

  • New York Bar Association

  • Canadian Tax Foundation

  • Society of Trust and Estate Practitioners

  • Tax and Estate Planning sections of the American Bar Association