On January 1, 2018, Morris Jacobson assumed the position of Managing Shareholder of the firm and has been a shareholder since 2007. He is a member of the firm’s tax group. He is a leading expert in the field of Trusts. Morris takes great pride in the success of his clients. He has an entrepreneurial spirit and sees himself as a business advisor for his clients with whom he quickly establishes a relationship of trust. His practice in tax law includes:
- Drafting of Last Wills & Testaments and Protection Mandates
- Estate Administration/Estate Planning
- Taxation of Trusts
- Life Insurance
- Tax Planning
- Voluntary Disclosures
- Corporate Tax Planning
- International Tax Law
Morris is a former president of the Financial and Estate Planning Council of Montreal.
Morris is very active in the community and is involved with various charities.
Morris is also a part of the Compensation Committee of the firm.
Publications and Conferences
Morris has written various articles.
He frequently lectures at conferences, private and public seminars and continuing education events for professionals.
Morris is a member of a private tax group consisting of tax lawyers and accountants who meet on a monthly basis to discuss recent developments in taxation.
Québec Bar (1998)
Association de planification fiscale et financière
Canadian Tax Foundation
Society of Trust and Estate Practitioners (founding president of the Montreal branch)
Bachelor of Civil and Common Law (B.C.L. and L.L.B.), McGill University