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Phil Renaud is the leader of the firm’s Estates and Trusts Practice Group. He practices exclusively in the area of estates and trusts, which includes wills, trusts, estate administration, estate planning, First Nations trusts, farm and business succession planning, and mediation of estate disputes. Phil also contributes to the firm’s Agribusiness Practice Group from the perspective of farm estate planning. Phil is also a mediator and a part of our Alternate Dispute Resolution Practice Group.
His recent experience includes:
• Working with a family owned business on the company’s succession plan including an estate freeze, family trust and overall estate plan;
• Representing members of a family in the settlement of an estate dispute in excess of one hundred million dollars;
• Developing a unique First Nations Trust for a major group of First Nations;
• Making a submission to a government on behalf of a number of First Nations for the abolition of the Rule Against Perpetuities and the Rule Against Accumulations;
• Developing a new approach to testamentary trusts with a number of clients concerning the use of a protector. Much of this work was based on a paper he published for the Estates, Trusts & Pensions Journal, “Protectors in Domestic Trusts”, Vol. 27, 2008, p.241;
• Phil’s forte is developing estate plans for high net worth clients.
Phil is listed as one of Canada’s Best Lawyers, Trusts and Estates (www.bestlawyers.com) and was named Lawyer of the Year, Estates and Trusts for Edmonton in 2010. He was appointed Queen’s Counsel in 2004. He has served as National Chair of the Wills, Estates and Trusts Section of the Canadian Bar Association from 2003 to 2005. He is currently a director of STEP Edmonton (Society of Trust and Estate Practitioners) and is a Fellow of The American College of Trust and Estate Counsel. He has served as member of the Surrogate Rules Committee for Alberta Justice since 1996.
Phil is committed to the reform of estates and trust law having made many submissions to the federal and provincial governments both as a representative of professional associations and as a private citizen. He currently sits as a member of Project Management Committee of the Succession Law Reform Project for the Alberta Law Reform Institute and is a Member of the National Steering Committee on Trust Law Reform for STEP National.
Phil taught Wills at the University of Alberta Law School for seven years and has taught wills and estates at the Bar Admission Courses for the Legal Education Society of Alberta. He is a Mentor on Wills and Estates for the Law Society of Alberta, and has lectured and published papers on many estate planning issues for various organizations including:
• Canadian Bar Association
• Legal Education Society of Alberta
• Canadian Tax Foundation
• Society of Trust and Estate Practitioners
• Canadian Association of Financial Planners
• Estates, Trusts and Pensions Journal
• Agriculture Tax Update for Professionals for Alberta Agriculture
• Alberta Business Family Institute
This Spring Phil is giving presentations for STEP Calgary and STEP Edmonton on Percentage Trusts and Protectors in Domestic Trusts, as well as leading discussion groups for the Legal Education Society of Alberta on “Assets that Purportedly Pass Outside the Estate” in an Advance Estate Administration seminar in Edmonton and Calgary.
Phil received a B.A. from the University of Alberta in 1977 and his LL.B. in 1980. He is a lifer with Duncan & Craig having articled in 1980 and was admitted to the bar with the firm in 1981. Phil will probably die at the firm; but that’s okay, he has a will. Do you?
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pjrenaud@dcllp.com
