Farris LLP: Vancouver's Law Firm

Stephanie J. Daniels

Partner

Telephone: 604 661 1749

Facsimile: 604 661 9349

Email: sdaniels@farris.com

Stephanie_J_Daniels.vcf

Stephanie is a tax and estate planning lawyer in the Tax and Private Wealth Group at Farris. Since her call to the bar in 2004, Stephanie has practised in the areas of taxation, wealth management, and trust and estate planning. Stephanie creates tax-effective estate plans and corporate structures for families and high-net-worth individuals, including wills, estate freezes, all types of trusts and corporate reorganizations. She also assists not-for-profit and charitable organizations in respect of tax matters.  Stephanie frequently works in collaboration with accountants, financial advisors and family law lawyers and has experience in cross-border planning.

To give her clients ready access to full-service legal representation, Stephanie joined Farris in 2009 after practising for five years at a boutique tax and estate planning firm. She is a frequent presenter and author, a member of the Canadian Tax Foundation, the Society of Trust & Estate Practitioners, and the Canadian Bar Association’s Tax, Wills & Trusts (Executive member) and Charities & Not-For-Profits Sections, and a past director of the Association of Women in Finance.  She has completed Parts I and II of the Canadian Institute of Chartered Accountants In-depth Tax Course and the Minerva Foundation of British Columbia’s Women Leading the Way course.  In 2016 Stephanie was selected by her peers for inclusion in The Best Lawyers in Canada in the area of Trusts & Estates.


Presentations and Publications

  • “Taxation of Personal Trusts” (Pacific Business & Law Institute Course: “Taxation of Business Structures”, Feb. 2017)
  • “The Year in Review: Tax Issues” (Society of Trust & Estate Practitioners, BC Branch, Jan. 2017)
  • “Estate Planning for Blended Families” (Wealth Planners Conference, Scottsdale, AZ, Nov. 2016)
  • Participant, “Estate & Trusts Forum” (Cambridge Forums, Nov. 2016)
  • “The Risks of Joint Tenancy Planning” (Video Tax News Conference, Oct. 2016)
  • “Tax Law Changes for Estates and Life Interest Trusts” (Continuing Legal Education of BC Course: “Estate Planning Update 2016”, Oct. 2016)
  • “New Tax Proposals Relating to Estates, Life Interest Trusts & Life Interest Trusts” (Pacific Business & Law Institute Course: “Trusts 2016”, May 2016)
  • “Ensuring Your Donation Gets the Credit it Deserves” (Pacific Business & Law Institute Course: “Hot Topics in Estate Planning”, Jan. 2016)
  • “Effective Planning for Blended Families and Later Life Marriages: Pitfalls and Best Practices” (Canadian Bar Association Wills & Trusts & Family Law Section meeting, Jan. 2016)
  • “Transfer of Property to a Corporations” (Continuing Legal Education of BC Course: “Tax Issues for Commercial Practitioners”, Nov. 2015)
  • “Advantages & Disadvantages of Various Forms of Estate Freeze Transactions” (Canadian Tax Foundation BC Tax Conference, co-authored and co-presented with Kay Gray of Grant Thornton LLP, Sept. 2015)
  • “Tax Issues Relating to Estate Administration, Including Non-Resident Issues” (Pacific Business & Law Institute Course: “Estate Administration Update”, Jan. 2015)
  • “The Business of Divorce” (Society of Trust & Estate Practitioners, BC Branch, Nov. 2014)
  • “Update and Review of the Related, Affiliated and Associated Rules: Overlaps, Differences and Their Significance” (Canadian Tax Foundation BC Tax Conference, Sept. 2014)
  • “Caring for Your Aging Parents: Estate Planning 101” (Langara College, April 2014)
  • “Income Splitting: The Basics” (Farris Internal Continuing Professional Development, Feb. 2014)
  • “Alter Ego and Joint Partner Trusts” (Vancouver Tax Study Group, Feb. 2014)
  • “Tax Essentials in Estate Planning: Tips and Traps”, (presentation and paper) and “Faculty Roundtable: Ethical Considerations in Estate Planning (panelist) (Pacific Business & Law Institute Course “Estate Planning Basics” Jan. 2014)
  • “Applying for Charitable Registration under the Income Tax Act” (Vancouver Tax Study Group, May 2013)
  • “Case Comment on McClarty Family Trust v. R. and MacDonald v. R. – ss. 84(3) and 84(4) of the Income Tax Act” (Vancouver Tax Study Group, Jan. 2013)
  • “Directors’ Fiduciary Duties and Prudent Investments” (presented to board members of private and public foundations, Nov. 2012)
  • “Testamentary Trusts for Income Tax Purposes: An Overview” (presentation and technical paper) (Continuing Legal Education Society of B.C. course “Trusts: The Multi-Faceted Estate Planning Tool” Oct. 2012)
  • “Attribution Rules under the Income Tax Act” (Vancouver Tax Study Group, March 2011)

Separate Publications

  • “Are You Soliciting? Gray Area Under the Canada Not-for-profit Corporations Act” (Canadian Not-For-Profit News, Nov. 2013 – Vol. 21 No. 11, Ed. Arthur B.C. Drache, C.M., Q.C.)
  • “Estate and Legacy Planning” (Natural Legacy, Newsletter of The Nature Trust of British Columbia, Issue #38, Feb. 2013)
  • “Acting as an Executor: What you Need to Know” (Industry Insights, Institute of Chartered Accountants of British Columbia Newsletter, Oct. 2012)
  • “The Role of Philanthropy in Estate Planning” (paper only) (Pacific Business & Law Institute course “Estate Planning: Current Issues & New Legislation” Jan. 2011)
  • “Wealth Preservation and Family Law: An Oxymoron or Achievable Goal” (co-authored with Jeffrey J. Kay, Q.C.) (Continuing Legal Education Society of BC Course: “Advanced Financial Issues in Family Law” May 2010)


Education:

  • University of British Columbia (LL.B., 2003)
  • University of British Columbia (B.A., Eng. Lit. (Hons.) 2003)

LEGAL RECOGNITION
  • Best Lawyers in Canada (2018)
  • Called to the British Columbia Bar (2004)
PRACTICE AREAS