R.M. Spetz - Lawyer in Calgary, Alberta - Clearway Law

R.M. Spetz

BLG | Calgary, Alberta, Canada

A lawyer since 1991

(5.0)

Based on 1 Reviews

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Anonymous

(2024-02-18)

5 out of 5 stars


I recently had the pleasure of working with Ruth on restructuring the estate plan for my family's business, which has been a cornerstone in downtown Calgary for generations. Ruth's depth of knowledge in tax, trusts, and estates is unparalleled. Not only did she navigate the complex landscape of our family enterprise with ease, but her advice was also instrumental in securing a solid future for our operations. Her involvement in high-profile roles, such as a director at large of STEP Canada and a board member of the Fiera Capital Foundation, speaks volumes about her expertise and commitment to her field.

What set Ruth apart was her ability to tailor her approach to our unique situation. She managed to simplify the intricate process of varying Canadian trusts and reorganizing private corporation interests for us, making the daunting task seem manageable. Her strategies for navigating CRA audits and securing favorable tax rulings were nothing short of impressive.

Ruth's engagement with our case was profound. She walked us through every step, ensuring we were informed and comfortable with the decisions being made. Her role as a trusted advisor went beyond just legal services; she became a part of our extended family, offering guidance that was both wise and practical.

Her accolades, including consistent recognition in The Best Lawyers in Canada® for Tax Law and Trusts and Estates, only scratch the surface of the value she brings to her clients. Having worked with her firsthand, I can attest to the dedication and excellence that led to those awards.

For anyone in Calgary or beyond, looking for a lawyer who will go the extra mile in matters of tax, trusts, and estates, I cannot recommend Ruth highly enough. Her professionalism, coupled with a genuine concern for her clients' best interests, makes her a standout in her field.






Information

Current Status:
Active
Practice Areas:
Education:
LLB, University of Saskatchewan, 1985
Firm Name:
BLG
Location:
520 3 Avenue Southwest, Calgary, Alberta, Canada T2P 0R3
More Information:

Ruth's practice spans an impressive array of specialties, including tax law, trusts and estates, family enterprise planning, and the legalities surrounding charities and not-for-profits. Her expertise is highly sought after by a diverse clientele, ranging from private individuals and family offices to closely held corporations and foundations. Ruth's role often extends beyond legal counsel, as she frequently acts as a director and trustee, safeguarding her clients' interests with unmatched dedication.

Holding prestigious designations like the TEP, FEA, CFP, and ICD.D, Ruth's credentials are a testament to her comprehensive knowledge and commitment to her field. She plays a pivotal role in the legal community, notably serving as a Director at Large for STEP Canada and contributing her expertise to the Fiera Capital Foundation board.

Through her Law Corporation, Ruth offers a broad spectrum of legal services. Her work encompasses advising on the establishment and variation of Canadian trusts, reorganizing private corporation interests, and crafting intricate shareholder agreements to facilitate smooth business successions. Ruth's guidance is crucial for families navigating the complexities of enterprise transitions and trust management, including addressing the challenges posed by the 21-year deemed disposition rule and negotiating beneficial tax rulings for cross-border financial activities.

Her efforts in estate planning are particularly noteworthy, offering peace of mind to high-net-worth individuals through meticulously prepared tax-planned wills. These documents often involve sophisticated arrangements to optimize tax, estate, and philanthropic outcomes.

Ruth's influence extends to the broader legal community through her participation in key industry events and contributions to professional development as evidenced by her leadership roles within STEP and her insightful presentations on tax updates and private business changes.

Acknowledged by her peers and the industry at large, Ruth has been consistently recognized in editions of The Best Lawyers in Canada® for her expertise in Tax Law and Trusts and Estates since 2006. Her work in Estate & Personal Tax Planning and Charities/Not-For-Profit Law has also been highlighted in The Canadian Legal Lexpert® Directory, alongside accolades from Who's Who Legal: Canada and Chambers High Net Worth guides.

Ruth's illustrious career is built on a solid foundation of legal education and professional development, underscored by her numerous certifications and her notable appointment as Queen's Counsel in 2020. Her legal practice, deeply rooted in a commitment to excellence and client service, sets a high standard in the realms of tax, trusts, estates, and family enterprise planning.


Experience

Employment:
No experience information available.
Publications:
No publication information available.
Awards:
No award information available.

Rates

Hourly:
$250