Roy Boettger, Q.C.

Roy Boettger, Q.C.: Attorney with Field Law
  • Counsel at Field Law (125 Attorneys)
  • 400 - 444 7 AVE SW, Calgary, AB, Canada T2P 0X8
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Biography

Roy Boettger, QC, is a Calgary-based lawyer and senior figure in Field’s Wills, Estates and Trusts practice group. Roy’s clients are typically based in Calgary and the surrounding area, but he also has experience providing counsel to clients located in other Canadian provinces and territories who have personal financial interests based in Alberta. Roy’s practice serves families and individuals in the development and updating of their estate planning arrangements, or to resolve issues which may have arisen from an existing estate planning or estate administration process.

Bringing more than 40 years of experience to clients of the firm, Roy is called on by families and individuals to assist in making the critical plans necessary to preserve and protect their wealth and ensure an effective transfer of wealth while mitigating against potential planning challenges such as spendthrift beneficiaries, future matrimonial breakdowns, estate and trust litigation and other estate-related matters. As asset protection considerations remain at the forefront of many Albertan’s minds, Roy remains vigilant regarding potential provincial and federal legislation changes which could impact families and their own individual wealth-transfer processes. Roy was appointed a Queen’s Counsel in 1992.

As a well-respected practitioner in the area of wills, trusts and estates, Roy has cultivated productive, positive relationships with his peers on both sides of the negotiating table - ultimately adding value for his own clients through his ability to maintain amicable relations throughout a dispute resolution process. Because Roy understands that no two families are the same and that personal situations and intentions vary widely, he regularly provides clients with a variety of potential solutions for their issue.

Clients come to Roy for complex, estate and trust-related issues such as:

•Estate planning, including complex planning for high net worth families and individuals
• Estate litigation
• Dispute resolution
• Estate administration
• All matters relating to trusts
• Asset protection strategy development

Roy’s extensive community involvement reflects his deep dedication to continuously enriching his community. Through relationship building and a sustained commitment, he uses his experience in service of others. Roy’s community involvement extends to Board posting on a number of prominent charitable and community-focused organizations in the city, including The Calgary Foundation - where he served as Chairman, the Calgary Rotary Clubs Foundation - where he also served as Chairman and the The Rotary Club of Calgary, Downtown - where he served as President. Roy’s current Board postings include the Alberta Children’s Hospital Foundation and the McMahon Stadium Society. Roy also spent many years as an instructor for the Alberta Bar Admissions Course and lecturer for the Legal Education Society of Alberta.

Value to Clients

“Through active listening, and a sense of emotional intelligence, I attempt to provide clients with legal advice that doesn’t get caught up in process at the expense of what matters most: results. I know that when clients bring an issue to me, it is of critical importance to them and I counsel them accordingly. By focusing on results and solutions at the outset of an engagement, I work to save our client’s time and avoid unnecessary litigation costs in the future.”

Outside the Office

Outside of his legal career, Roy spends leisure time with his wife, daughters and grandchildren. Whenever possible, he likes to travel, hike, and play golf.

Recognition

Recognized for work in Trusts and Estates
The Best Lawyers in Canada
2006 - 2018
Repeatedly Recommended Estate & Personal Tax Planning, Estate & Tax Planning
Canadian Legal Lexpert Directory
1999 - 2017
AV Preeminent
Martindale-Hubbell Peer Review Ratings
1990 - 2017
Trusts and Estates Lawyer of the Year in Calgary
Best Lawyers
2009, 2014
Queen's Counsel
1992

Community

The Rotary Club of Calgary
Member
1988 - Present
Alberta Children's Hospital Foundation
Director
2009 - Present
McMahon Stadium Society
Director & Vice President
2012 - Present
Calgary Rotary Clubs Foundation
Director
2011 - 2016
Calgary Rotary Clubs Foundation
President
2014 - 2015
The Rotary Club of Calgary
President
2008 - 2009
The Calgary Foundation
Director
1998 - 2007
The Calgary Foundation
Chairman
2002 - 2004
The Calgary Foundation
Development Committee
1996 - 2001
Rockyview General Hospital, Ethics Consultation Service
Member- Bio Ethics Committee
1987 - 1999
The Rotary Club of Calgary
Director
1991 - 1993

Experience

Anderson Estate, 2017 ABQB 422

Quaintance Estate (Re), [2005] A.J. No. 162, Alberta Court of Queen's Bench

Royal Trust Corp. of Canada v. A.S.(W.)S. [A.S.W.S.], [2004] A.J. No. 421, Alberta Court of Queen's Bench

Clark (Re), [2003] A.J. No. 576, Alberta Court of Queen's Bench

Weidenberger Estate (Re), [2002] A.J. No. 1157, Alberta Court of Queen's Bench

Benefield v. Alberta (Public Trustee), Benefield v. Alberta (Public Trustee), 2001 ABQB 242

Jensen Estate (Re), [2001] A.J. No. 174, Alberta Court of Queen's Bench

Sykes v. Herron, [2000] A.J. No. 742, Alberta Surrogate Court

Sulperto Ltd. Retirement Plan Fund v. Sulpetro Ltd. (Receiver of), [1989] A.J. No. 176, Alberta Court of Queen's Bench

RE VAN DEN BON, [1980] A.J. No. 760, Alberta Court of Queen's Bench

News + Views + Events

August 2017
The Best Lawyers in Canada 2018
25 Field Law Lawyers Recognized
25 Lawyers from Field Law Recognized in The Best Lawyers in Canada 2018Field Law is pleased to announce that 25 lawyers have been included in the 12th Edition of The Best Lawyers in Canada. Three of these lawyers are new additions a...
May 2011
44th. Annual Banff Refresher Course - Wills & Estates
When to call a Mentor - How to mitigate litigation problems
May 2007
40th. Annual Banff Refresher Course - Wills, Estates & Elder Law
Empowering the Incapable: Ensuring Power of Attorneys and Personal Directives in Estate Planning
May 2002
Interjurisdictional Considerations & Other Issues Facing an Aging Population
May 2002
35th. Annual Banff Refresher Course - Wills, Estates & Elder Law
April 1996
Fiduciaries: To Be or Not to Be
Co-Author: C. Valestuk of Bennett Jones
1996
29th. Annual Banff Refresher Course - Wills, Estates & Elder Law
1990
23rd. Annual Banff Refresher Course - Wills and Estates Practice
1977-1988
Alberta Bar Admission Course - Wills & Estates
1987
Drafting Wills in Alberta
1979
Wills and Estate Administration


1995-Present
Calgary Bar Association Member 1973-Present
Calgary Estate Planning Council
President
1987-1988
Calgary Estate Planning Council
Executive Committee
1982-1989
Calgary Estate Planning Council Member 1975-2012
Canadian Bar Association, Wills and Trusts Section (National)
Chairman
1984-1986
Canadian Bar Association, Wills and Trusts Section (National)
Executive Committee
1979-1986
Canadian Bar Association, Wills and Trusts Section (South)
Chairman
1978-1979
Canadian Bar Association, Wills and Trusts Section (South)
Executive Committee
1975-1979
Canadian Bar Association, Wills and Trusts Section (South) Member 1973-Present
Law Society of Alberta
1973-Present
Society of Trust and Estate Practitioners (STEP), Calgary Branch
Founding Co-Chairman
1999
Society of Trust and Estate Practitioners (STEP) Member 1999-Present

Areas of Practice (3)

  • Personal
  • Wills, Estates + Trusts
  • Estate / Trust Litigation + Dispute Resolution

Education & Credentials

Contact Information:
403 260 8507  Phone
403 264 7084  Fax
www.fieldlaw.com
University Attended:
University of Calgary, Bachelor of Arts, 1970
Law School Attended:
University of Alberta, Bachelor of Laws, 1973
Year of First admission:
1974
Admission:
1974, Alberta
Memberships:

Professional Associations

Calgary Bar Association Member 1973-Present
Canadian Bar Association, Wills and Trusts Section (South) Member 1973-Present
Law Society of Alberta 1973-Present
American College of Trust and Estate Counsel fellow 1995-Present
Society of Trust and Estate Practitioners (STEP) Member 1999-Present
Calgary Estate Planning Council Member 1975-2012
Society of Trust and Estate Practitioners (STEP), Calgary Branch Founding Co-Chairman 1999
Calgary Estate Planning Council Executive Committee 1982-1989
Calgary Estate Planning Council President 1987-1988
Canadian Bar Association, Wills and Trusts Section (National) Executive Committee 1979-1986
Canadian Bar Association, Wills and Trusts Section (National) Chairman 1984-1986
Canadian Bar Association, Wills and Trusts Section (South) Executive Committee 1975-1979
Canadian Bar Association, Wills and Trusts Section (South) Chairman 1978-1979

Reported Cases:
Reported Cases: The reported cases below belong to Roy and are representative of Roy's experience. Kurtz v. Nicholson [2006] S.C.C.A. No. 355 Supreme Court of Canada 2007; Quaintance Estate (Re) [2005] A.J. No. 162 Alberta Court of Queen's Bench 2005; Royal Trust Corp. of Canada v. A.S.(W.)S. [A.S.W.S.] [2004] A.J. No. 421 Alberta Court of Queen's Bench 2004; Clark (Re) [2003] A.J. No. 576 Alberta Court of Queen's Bench 2003; Weidenberger Estate (Re) [2002] A.J. No. 1157 Alberta Court of Queen's Bench 2002; Benefield v. Alberta (Public Trustee) [2001] A.J. No. 377 Alberta Court of Queen's Bench 2001; Jensen Estate (Re) [2001] A.J. No. 174 Alberta Court of Queen's Bench 2001; Sykes v. Herron [2000] A.J. No. 742 Alberta Surrogate Court 2000; Sulperto Ltd. Retirement Plan Fund v. Sulpetro Ltd. (Receiver of) [1989] A.J. No. 176 Alberta Court of Queen's Bench 1989; RE VAN DEN BON [1980] A.J. No. 760 Alberta Court of Queen's Bench 1980
ISLN:
908945311

Peer Reviews

  • 5.0/5.0
  • A Martindale-Hubbell Peer Rating reflects a combination of achieving a Very High General Ethical Standards rating and a Legal Ability numerical rating.

*Peer Reviews provided before April 15, 2008 are not displayed.

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