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BIO

Jonathan was first called to the bar in New Zealand where he practised civil litigation representing domestic and international property owners in leaky building litigations. After returning to Canada in 2011 Jonathan developed a practice in estates and trusts, corporate and commercial law and general litigation including: estates, property, commercial and insurance.

Jonathan was an agent for the Federal Crown and prosecuted regulatory offences that took place on military bases. Jonathan also did prosecutions for the Halifax Regional Municipality for motor vehicle and by-law infractions, in both English and French.

Experience

Jonathan holds the international designation of TEP (Trusts and Estate Practitioner) from the Society of Trust and Estate Practitioners. He acts for individuals and business owners to prepare estate plans that suit their specific needs, including transferring wealth to the next generation and preparing business succession plans.  Jonathan also acts for individuals and trust companies advising them in the administration of estates and trusts. Jonathan has experience assisting trustees and executors administering complex estates and trusts as well as advising executors and trustees involved in disputes and litigation.

Jonathan has represented Canadian and international clients in all levels of court in Nova Scotia, as well as the Superior Court in Ontario. He is experienced representing individuals in estate and trust disputes, acting for executors and trustees as well as beneficiaries.  Jonathan advises and acts for companies involved in contract disputes and with issues involving builders liens. He also acts for insurance companies as well as property owners in disputes involving easements, boundary issues and riparian rights.

BACKGROUND

Bar Admission

  • New Brunswick, 2012
  • Nova Scotia, 2012
  • New Zealand, 2010

Law School

  • University of Auckland

Education

  • Trust and Estate Practitioner Designation (TEP), Society of Trusts and Estates Practitioners (2018)
  • Certificate of Qualification, Federation of Canadian Law Societies (2011)
  • Practising Certificate – New Zealand Law Society (2010)
  • Professional Legal Studies, College of Law (2010)
  • University of Auckland, Bachelor of Laws (2009)
  • Mount Allison University, Bachelor of Arts (2004)

Professional Activities & Affiliations

  • Counsel Member, Canadian Bar Association, Nova Scotia Branch
  • President, Halifax Estate Planning Council
  • Member, Society of Trust and Estate Practitioners

Community & Volunteer Activities

  • Lawyer advisor to the Halifax Regional School Board Law Co-Op Program

Lectures & Presentations

  • “Powers of Attorney and Capacity”, Halifax Estate Planning Counsel, panel discussion (May 14, 2018)
  • “Lost Capacity and Legal Fees”, CBA Nova Scotia, Elder Law Section Meeting, presenter (February 2018)
  • “Estate Planning for Single People”, Halifax Estate Planning Counsel, co-presenter (February 14, 2018)
  • “Give Probate a Chance” Halifax Estate Planning Counsel, panelist (May 15, 2017)

Law Society Memberships

  • Nova Scotia Barristers' Society
  • Canadian Bar Association

Languages

  • English