Pamela Cross

PartnerBorden Ladner Gervais LLPWills, Trusts & Estates (Ontario)

Pamela practices in the areas of taxation, estate, trust and business succession planning, equity-based employee compensation, and the taxation of pension and other tax exempt registered plans.

Pamela is a Tax Partner with Borden Ladner Gervais LLP. Her practice encompasses taxation, estate and trust planning, tax dispute resolution and voluntary disclosures of unpaid taxes.  She regularly advices tax-exempt organizations (including charities, not-for-profit organizations and municipal corporations) on the tax implications of their transactions and activities. She also provides tax advice in connection with employee compensation matters and has a subspecialty in the taxation of pension and tax-exempt registered plans (RRSPs, RRIFs, TFSAs, RESPs and RDSPs).

Pamela has been qualified as an expert before the Ontario Superior Court of Justice and has provided expert testimony with respect to tax matters. Pamela is a frequent speaker on the areas of taxation law and trust and estates.

 

Education

  • University of Ottawa, LL.B., 1994
  • Queen's University, B.Sc., 1989

Bar Admission

  • Ontario, 1996

Experience

  • Regularly advises high net worth private clients with international interests or issues on appropriate estate, tax and trust planning, including drafting of wills, trusts and other ancillary documents
  • Regularly advises professional trustees with respect to trust and tax matters
  • Regularly advises financial institutions on issues related to registered plans, including tax compliance and beneficiary designation requirements
  • Represented corporate trustee in connection with post-mortem estate and corporate planning for a complex estate that is a shareholder in several corporations with both Canadian and foreign holdings
  • Advised large Canadian pension master trust with respect to equity investments in the United States and the European Union
  • Structured unique stock-based and employee compensation plans for Canadian and international clients

Associations

  • Society of Trust and Estate Planners (STEP) (Chair 2019-2021)
  • Canadian Bar Association
  • Canadian Tax Foundation
  • International Fiscal Association
  • Associate Member, Conference for Advanced Life Underwriting (CALU)

Awards & Honours

  • Best Lawyers (Tax Law), 2014 - present
  • Best Lawyers, Trusts and Estates, Lawyer of the Year (Ottawa), 2014, 2016, 2018 and 2021
  • Lexpert, Repeatedly Recommended (Estate and Personal Tax Planning), 2012-present
  • Chambers, Private Wealth Law (Canada)
  • Ottawa Business Journal "Forty Under 40" Award, 2006