Bernard G. Roach

partner

  • Business & Corporate Law

  • Estate Planning & Administration

  • Tax Practice

Contact

About Bernard

Bernie Roach is an Ottawa lawyer in our Business & Corporate Law, Estate Planning & Administration, and Tax Practice groups. Bernie specializes in corporate finance and tax issues connected to private corporations and on estate planning issues. He assists our clients with estate planning services such as will planning, trust planning and business succession planning. His tax advisory services include tax planning for private corporations, owner-managed businesses and high net worth individuals including planning connected to wealth preservation, the use of trusts and the transfer of wealth to future generations.

Call to Bar 1983

Education

  • LLB, University of Ottawa (1981)

Location

Ottawa Office

Languages

English

Professional Memberships and Affiliations

  • Member, Law Society of Ontario and County of Carleton Law Association
  • Member, Canadian Tax Foundation
  • Part-time Professor, Estate Planning, Taxation and Advanced Business Law, University of Ottawa ‘s Common Law School, 1990 to 2000
  • Past Instructor, Estate Planning and Business Law courses in the Bar Admission Course of the Law Society of Ontario.

Portfolio

  • Author, “Taxation at Death” and “Taxation of Trusts” chapters of the Ontario Estate Planning Bar Admission course, updated annually for Ontario Law Society Licensing Study Materials
  • Author, “Selected Tax and Estate Issues Where Deceased Held Shares in Private Corporations”, CCLA Solicitors Conference, May 2017
  • Author, “Use of Trusts in Private Corporation Tax Planning”, Canadian Tax Foundation Technical Seminar, June 2016
  • Author, “Unlimited Liability Companies”, CCLA Solicitors Conference May 2016
  • Author, “Tax Planning for Legal Professional Corporations”, CCLA Solicitors Conference, May 2016
  • Advising large owner-managed private corporations on all corporate and tax issues relevant to governance and tax planning including acquisitions, shareholder agreements, succession planning and owner estate planning.
  • Advising individuals on wealth management issues including tax planned wills, estate planning and trust planning.