Ruth Spetz: Attorney with Borden Ladner Gervais LLP
  • Partner at Borden Ladner Gervais LLP (757 Attorneys)
  • Centennial Place, East Tower, 1900, 520 - 3rd Avenue S.W., Calgary, AB, Canada T2P 0R3
    View Ruth Spetz's office location
  • Peer Reviews
    4.4/5.0 (10)
    Client Reviews
    No Reviews
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Biography

Executive Summary

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.?

Community Involvement

•Director, The Calgary Foundation (CF), 2000-09; CF Audit Committee Member, 2003-12; CF Gift Acceptance Committee Chair, 2004; CF Development Committee Chair, 2002
•Volunteer, BLG Reads to Kids Program Committee, 2002-07
•Advisory Committee Member, Alberta Law Reform Institute, Report No. 26, Non-Profit Corporations, 2013-2014

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 2015 Calgary Trusts & Estates Lawyer of the Year by The Best Lawyers in Canada.
•Selected by peers for inclusion in the 2016 edition (and since 2006) of The Best Lawyers in Canada (Tax Law, Trusts & Estates).
•Recognized in the 2015, 2014 and 2013 editions of The Canadian Legal Lexpert Directory (Estate & Personal Tax Planning).
•Martindale-Hubbell BV Distinguished 4.4 out of 5 Peer Review Rated.

Areas of Practice (5)

  • Tax
  • Family Wealth Counsel
  • Private Company
  • Corporate Governance and Special Committees
  • Charities and Not-For-Profits

Education & Credentials

Contact Information:
403.232.9510  Phone
403.266.1395  Fax
www.blg.com/en/ourpeople/spetz-ruth
Law School Attended:
University of Saskatchewan, LL.B., 1985
Year of First admission:
1986
Admission:
1986, Saskatchewan; 1990, Ontario; 1991, Alberta
Memberships:

Professional Involvement

•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

Reported Cases:
Representative Work: Advising senior-generation family members, establishing and varying Canadian trusts, reorganizing Canadian private corporation interests, negotiating next-generation shareholder agreements, and related business-succession, asset management and estate-planning matters.; Advising and implementing butterfly reorganizations of private corporations.; Advising private corporations pertaining to Canada Revenue Agency audits of foreign exchange, Part IV tax and inter-provincial income allocation issues. Negotiated favourable advance tax ruling in connection with foreign exchange implications of intercorporate loans.; Advising personal representatives of complex estates involving court sealing of grants of probate, resealing in other Canadian and US jurisdictions, administration of testamentary trusts, tax implications of donation of private corporation shares and gifts by will, and wind-up and reorganization of private corporation interests.; Preparing tax-planned wills for high-net-worth individuals involving complex tax, estate and family situations, testamentary trusts and philanthropic planning.; Advising donors, charities and non-profit organizations regarding tax implications of structuring operations, establishing legal entities, obtaining and maintaining charitable registration, and trust/corporate governance.; Establishing and obtaining charitable registration of private foundations for senior executives anticipating a liquidity event and parallel foundations for public entities.; Advising trusts and private foundations undergoing Canada Revenue Agency and provincial audits.; Advising on the implications of various gifting and investment strategies.; Advising on and establishing Canadian structures to hold US recreational property.
ISLN:
903515151

Peer Reviews

  • 4.4/5.0 (10)
  • A Martindale-Hubbell Peer Rating reflects a combination of achieving a Very High General Ethical Standards rating and a Legal Ability numerical rating.
  • Legal Knowledge

    4.5/5.0
  • Analytical Capability

    4.5/5.0
  • Judgment

    4.2/5.0
  • Communication

    4.3/5.0
  • Legal Experience

    4.3/5.0
  • Ruth Spetz

    5.0/5.0 by a Partner on 09/27/09 in Trusts and Estates on 09/27/09

    • Legal Knowledge

      5.0/5.0
    • Analytical Capability

      5.0/5.0
    • Judgment

      5.0/5.0
    • Communication

      5.0/5.0
    • Legal Experience

      5.0/5.0
    Read less
  • Ruth Spetz

    5.0/5.0 by a Partner on 09/17/09 in Tax Law on 09/17/09

    • Legal Knowledge

      5.0/5.0
    • Analytical Capability

      5.0/5.0
    • Judgment

      5.0/5.0
    • Communication

      5.0/5.0
    • Legal Experience

      5.0/5.0
    Read less
  • Ruth Spetz

    5.0/5.0 by a Partner on 09/17/09 in Estate Planning on 09/17/09

    • Legal Knowledge

      5.0/5.0
    • Analytical Capability

      5.0/5.0
    • Judgment

      5.0/5.0
    • Communication

      5.0/5.0
    • Legal Experience

      5.0/5.0
    Read less
  • Ruth Spetz

    5.0/5.0 by a Other Law Firm Position on 03/27/09 in Estate Planning on 03/27/09

    • Legal Knowledge

      5.0/5.0
    • Analytical Capability

      5.0/5.0
    • Judgment

      5.0/5.0
    • Communication

      5.0/5.0
    • Legal Experience

      5.0/5.0
    Read less
  • Ruth Spetz

    5.0/5.0 by a Partner on 03/15/09 in Trusts and Estates on 03/15/09

    • Legal Knowledge

      5.0/5.0
    • Analytical Capability

      5.0/5.0
    • Judgment

      5.0/5.0
    • Communication

      5.0/5.0
    • Legal Experience

      5.0/5.0
    Read less
  • Ruth Spetz

    4.8/5.0 by a Partner on 03/14/09 in Estate Planning on 03/14/09

    • Legal Knowledge

      5.0/5.0
    • Analytical Capability

      5.0/5.0
    • Judgment

      4.0/5.0
    • Communication

      5.0/5.0
    • Legal Experience

      5.0/5.0
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  • Ruth Spetz

    4.4/5.0 by a Member on 03/16/09 in Wills and Probate on 03/16/09

    • Legal Knowledge

      5.0/5.0
    • Analytical Capability

      5.0/5.0
    • Judgment

      4.0/5.0
    • Communication

      4.0/5.0
    • Legal Experience

      4.0/5.0
    Read less
  • Ruth Spetz

    4.0/5.0 by a Member on 03/15/09 in Tax Law on 03/15/09

    • Legal Knowledge

      4.0/5.0
    • Analytical Capability

      4.0/5.0
    • Judgment

      4.0/5.0
    • Communication

      4.0/5.0
    • Legal Experience

      4.0/5.0
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  • Ruth Spetz

    4.0/5.0 by a Partner on 03/06/09 in Tax Planning on 03/06/09

    • Legal Knowledge

      4.0/5.0
    • Analytical Capability

      4.0/5.0
    • Judgment

      4.0/5.0
    • Communication

      4.0/5.0
    • Legal Experience

      4.0/5.0
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  • Ruth Spetz

    1.4/5.0 by a Of Counsel on 10/05/09 in Estate Planning on 10/05/09

    • Legal Knowledge

      2.0/5.0
    • Analytical Capability

      2.0/5.0
    • Judgment

      1.0/5.0
    • Communication

      1.0/5.0
    • Legal Experience

      1.0/5.0
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See All 10 Reviews


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Calgary, Alberta

  • Calgary, AB
    Centennial Place, East Tower , 1900, 520 - 3rd Avenue S.W.
    Calgary, AB T2P 0R3
     Canada

    403.232.9510 Phone

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