10155 102nd St, Suite 2700, Commerce Place, Edmonton, AB
Year called to bar: 1982 (AB)
Joe focuses on taxation matters, mergers & acquisitions and corporate law. Joe has experience with corporate reorganizations, tax efficient limited partnership structuring and transactional work. Lead counsel on successful takeover bid, shareholder proposal and multi-jurisdictional exchangeable securities transactions. He has drafted agreements and acted for limited partnership in a variety of industries, including several with private equity and public sector fund participants. Presenter on business structures, corporate taxation and related corporate law to Canadian Tax Foundation, Federated Press, Canadian Bar Association and Legal Education Society of Alberta conferences. Advised Alberta Government Services and legislative counsel respecting unlimited liability corporations and other Business Corporations Act amendments. Member and past Edmonton Executive Committee member, Society of Trust and Estate Practitioners (STEP). Member, International Fiscal Association (IFA), Canadian Tax Foundation (CTF), Association for Corporate Growth (ACG) and Institute of Corporate Directors (ICD). Graduate of ICD Directors Education Program, 2007. Admitted to the Alberta Bar, 1982; appointed Queen's Counsel (QC), 2002.