- 4.4/5.0 (10 reviews)
Ruth Spetz is a partner in our Calgary office, as well as a member of our Calgary Regional Management Committee, Regional Compensation Advisory Committee, Chair of the Calgary Monitoring and Admissions Committee and Vice-Chair of our Not-for-Profit Group. Ruth practises in the areas of tax, trusts, estates, succession planning, charities and not-for-profits. She advises private clients, trusts, family offices, closely held corporations and foundations and serves as a director and trustee of private client interests.
Ruth has completed the Canadian Bar Association’s Tax Law Course, the Canadian Institute of Chartered Accountants’ In-Depth Tax Course, and the Institute of Corporate Directors’ Education Program. She also holds the Society of Trust and Estate Practitioners’ TEP designation, Certified Financial Planner (CFP) and the Institute of Corporate Directors’ ICD.D certifications.?
Publications & Presentations
•Regular speaker on tax-, estate- and charitable-planning issues for professional and community groups including the Canadian Bar Association, Canadian Tax Foundation, Canadian Society of Association Executives, Estate Planning Council of Calgary, Legal Education Society of Alberta, Society of Trust and Estate Practitioners (STEP), and Canadian Private Family Office Invitational.
•Speaker/Author, “Charitable Donations at Death,” Legal Education Society of Alberta, 48th Annual Refresher: Wills and Estates, Lake Louise, 2015
•Speaker/Author, “The New Canada Not-for-Profit Corporations Act,” Legal Education Society of Alberta, Calgary and Edmonton, 2012.
•Speaker “Tax Update,” 6th Canadian Private Family Office Invitational, 2011.
•Speaker, “The Role of the Trustee - Duties and Powers,” STEP, 2009.?
•Speaker, “Private Foundations: Opportunities & Challenges,” STE?P, 2008.
Rankings & Recognitions
•Selected by peers as the 2018 and 2015 Calgary Trusts & Estates Lawyer of the Year by The Best Lawyers in Canada.
•Selected by peers for inclusion in the 2018 edition (and since 2016) of The Best Lawyers in Canada (Tax Law, Trusts & Estates).
•Recognized in the 2017 edition of Chambers High Net Worth (Private Wealth Law).
•Recognized in the 2017 edition (and since 2013) of The Canadian Legal Lexpert Directory (Estate & Personal Tax Planning).
•Martindale-Hubbell BV Distinguished 4.4 out of 5 Peer Review Rated.
•Member, Alberta Family Business Institute
•Member, Canadian Bar Association (CBA); Chair, CBA Tax Specialist and Non-Specialist Subsections, 1995
•Member, Canadian Tax Foundation
•Member, Estate Planning Council of Calgary); President, 2006
•Member, Institute of Corporate Directors
•Member, Family Firm Institute
•Member, Society of Trust and Estate Practitioners,Executive Member Calgary Branch, 2015