Alison Oxtoby

Practice Areas: • Estate & Trusts • Corporate/Commercial • Owner-Managed

Business • Business Succession • Tax

Education: • LLB, 1996, UVic • BA, 1992, UWO • In-Depth Tax Course CICA, 2003 Year of Call/Admission: British Columbia, 1997

Alison Oxtoby is a Kelowna lawyer with a practice focusing on estates and trusts, corporate transactions and tax-driven reorganizations. She has been practicing for 20 years and works with individuals and both owner-managed and family businesses on a wide range of matters, such as:

• basic estate and incapacity planning (wills, powers of attorneys and health care representation agreements)

• complex estate plans involving tax-planned wills with multiple trusts, multiple wills, alter ego trusts, joint partner trusts, family trusts, deeds of gift, declarations of trust, life insurance trusts, and other advanced probate planning, and strategies to address potential future incapacity

• tax-driven reorganizations such as estate freezes and other tax-deferred transfers of property • incorporations (including incorporations for professionals governed by regulatory bodies) • transactional corporate/commercial matters • estate administration

Alison obtained her law degree from the University of Victoria in 1996. She was a partner and worked for 12 years with a large full-service national firm in Vancouver before moving to the Okanagan in 2007. There she worked for several years advising high net worth clients of a private bank before founding Entrust Lawyers LLP with one other lawyer.

Alison has worked for individuals, families and for public and private companies in a wide variety of sectors, including forestry, mining, construction, retail, transportation and public utilities. She has acted for various family-owned enterprises and has also served on charitable boards.

Alison was a co-editor and contributing author of the Annotated British Columbia Business Corporations Act, published by Canada Law Book. She has also authored papers for, and made presentations to, the Continuing Legal Education Society of BC (CLE), the Canadian Bar Association, the Chartered

Professional Accountants of BC, the Society of Trust and Estate Practitioners (STEP), Federated Press and the Law Society’s Professional Legal Training Program. She has also lectured at both the University of Victoria and University of British Columbia law schools and she regularly teaches courses for Okanagan College’s Continuing Education Program.

Professional Appointments, Memberships and Affiliations • Executive Committee, Canadian Bar Association BC Branch (2014 - 2016) • Yale County (Kelowna) Elected Representative and Provincial Council Member, Canadian Bar

Association BC Branch (2012 to 2017) • Member, Advisory Committee to the Judicial Council of British Columbia (2013 to present) • Chair, Society of Trust and Estate Practitioners (STEP) Okanagan Chapter (2016 – present),

and Executive Committee Member, STEP Vancouver Branch (2013 – present) • Co-Chair, Canadian Bar Association, Wills & Trusts Okanagan Section (2012 to 2015) • Executive Liaison, Legislative and Law Reform Committee, Canadian Bar Association BC

Branch (2014 to 2015) • Executive Liaison, Solicitors’ Practice Issues Committee, Canadian Bar Association, BC Branch

(2014 to 2016) • Member, Canadian Bar Association, Wills & Trusts, Taxation, Business, Commercial & Real

Estate, and Elder Law Sections • Member, Kelowna Estate Planning Society (2012 to present) • Member, Kelowna Tax Discussion Group (2014 to present) • Member, Kelowna Bar Association (2012 to present) • Member, Canadian Tax Foundation (2003 to present)

Selected Presentations and Publications Charitable Giving Vancouver, BC Chartered Professional Accountants of BC, Estate Planning Conference

Oct 27, 2016

Working with Limited Partnerships Vancouver, BC Continuing Legal Education Society of BC, Working with Partnerships Course

Apr 7, 2016

The Year in Review Vancouver, BC Society of Trusts & Estate Practitioners (STEP), Vancouver Branch

Jan 21, 2016

Wills Practice Kamloops, BC Law Society of British Columbia, Professional Legal Training Course

July 8, 2016

Planning After Incapacity Toronto, Ontario STEP Canada National Conference

June 19, 2015

Holograph Wills and Other Section 58 Documents Vancouver, BC Continuing Education Society of British BC, WESA One Year Later Conference

June 5, 2015

The Estate Freeze Kelowna, BC Canadian Bar Association BC Branch, Okanagan Business Law Section

Feb 26, 2015

Case Law and Legislative Update Vancouver, BC Continuing Legal Education Society of British Columbia and Canadian Bar Association BC Branch Joint Wills, Estates & Trusts Conference 2014

Oct 22, 2014

Gifting Using Powers of Attorney Vernon, BC Canadian Bar Association BC Branch, Vancouver, Victoria and Okanagan Wills & Trusts Sections, Joint Conference 2014

May 2-3, 2014

Wills, Estates and Succession Act Overview Kelowna, BC Presentation to KPMG LLP

Apr 21, 2014

POA Issues: Gifts, Loans and Charitable Donations Kelowna, BC Canadian Bar Association BC Branch, Wills & Trusts Okanagan Section

Apr 16, 2014

Top Ten Ways to Plan Into Family Discord Kelowna, BC Canadian Association of Family Enterprise (CAFE), Okanagan Chapter Speaker Series Luncheon

Feb 20, 2014

Corporate Trustees: Estate and Trust Planning and Administration Vernon, BC Vernon Estate Planning Council

Jan 3, 2013

Understanding and Working with Limited Liability Partnerships Vancouver, BC Continuing Legal Education Society of British Columbia, Working with Partnerships and Unlimited Liability Course

June 18, 2009 & Oct 19, 2006

Annotated British Columbia Business Corporations Act (previously Annotated British Columbia Company Act) Canada Law Book (previously Western Legal Publications) Co-Editor and Contributing Author

1998 - 2006