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Michael Morgan

905 572-5842


mmorgan@rossmcbride.com

Year of call: 1978
  • Tax Planning
  • Estate Planning
  • Business Succession Planning
Michael Morgan is Counsel to Ross & McBride LLP and practices in the areas of taxation law and estate planning.   His law practice is primarily focused on providing tax planning advice and strategies, estate planning advice and strategies, business succession planning, and wills, powers of attorney and trusts preparation – as well as implementing transactions regarding the establishment, reorganization and purchase/sale of businesses (including professional corporations), and representing clients in tax disputes and tax litigation.

Michael has been a frequent speaker on a broad range of tax planning, estate planning and business succession planning topics to various organizations, including The Law Society of Upper Canada, the Ontario Bar Association, the Canadian Tax Foundation, the Hamilton Law Association, the Halton County Law Association, the Estate Planning Council of Hamilton and numerous business organizations.   He has also been an adjunct professor at Queen’s University Law School, teaching both the personal tax course and the corporations tax course, and previously served as an instructor in the Business Law course and the Estate Planning course of the Ontario Bar Admission program.

Michael is active in community-based organizations in the Burlington area, including the board of directors of the Burlington Performing Arts Centre and the board of trustees of Wellington Square United Church.

Michael was called to the Ontario Bar in 1978, after having graduated from the University of Toronto with a B. Comm. and then from the University of Toronto Law School with an LL.B.   During his career, Michael also earned a Master-in-Laws degree in Taxation Law from Osgoode Hall Law School in 1986.
 

Areas of Expertise

  • Tax planning for businesses and individuals
  • Estate planning, including structuring and preparation of wills, powers of attorney and trust agreements
  • Business succession arrangements
  • Estate and wealth preservation
  • Family Trust planning
  • Representing individual and corporate clients in tax dispute resolution
  • Charitable gift planning

 

Organizations and Activities

  • Law Society of Upper Canada
  • Canadian Tax Foundation
  • Society of Trusts and Estates Practitioners (STEP)
  • Ontario Bar Association – Taxation Section; Trusts & Estates Section
  • Hamilton Law Association
  • Halton County Law Association
  • Estate Planners Council of Hamilton