Maureen Berry

Maureen Berry is our exclusively recommended Estate Planning Law expert in Canada on the Advisory Excellence website. If you need assistance in this area, please contact Maureen directly using the contact details listed above.

Endorsed by Advisory Excellence

Maureen Berry’s practice is focused on wills, estate planning, domestic and international trusts, private corporation taxation, and executive compensation. Maureen also advises charities and non-profit organizations. Working with Canadian and international families, firms, corporations and charitable organizations, she provides advice on all aspects of private client matters, including inter vivos trust and will planning, post-mortem planning, donation planning, as well as succession planning.

She is a leading expert in the fields of tax law and estate planning, having been recognized by The Best Lawyers in Canada, Chambers Global, The Canadian Legal Lexpert Directory and Who’s Who Legal. Maureen was named one of the five “Most Highly Regarded Individuals – Worldwide” by Law Business Research’s Who’s Who Legal Canada in 2016.

As an Adjunct Professor at Osgoode Hall Law School, she formerly taught Advanced Estate Planning for more than two decades. Maureen has previously taught both corporate tax and international tax at the University of Toronto and Western University, as well as Private Company Taxation at the Canadian Bar Association’s Tax Law for Lawyers intensive course.

Practice Areas

Education

  • Certified Specialist (Taxation Law) – Law Society of Upper Canada
  • LLM – Osgoode Hall Law School at York University
  • LLB – Osgoode Hall Law School at York University
  • B Comm, Accounting (Most Distinguished Graduate) – University of Saskatchewan

Memeberships & Affiliations

  • Member, Canadian Bar Association (Taxation, Trusts & Estates Group)
  • Society of Trust and Estates Practitioners (Co-Chair, Tax Technical Committee; Member-at-large, STEP Toronto Board)
  • Estate Planning Council of Toronto
  • Canadian Tax Foundation

Firm Overview:

Our mission
At Fasken, our mission is to provide exceptional legal and strategic advice to our clients.
Our goal is to exceed their expectations.
We bring a practical, innovative and cost-effective approach to the practice of law.
We provide a collegial environment to attract and develop outstanding talent.
We care about our people, our clients, their business and the community.

Our vision

To be regarded by clients as preeminent in our practice and geographic areas of focus, and a firm where bright, talented, and collegial people want to work together.

Our values

Our clients interests are paramount

  • We put our clients first.
  • We deliver excellent and practical legal service.
  • We provide value.
  • We aspire to improve and innovate our service every day.
  • We adhere to the highest professional standards.
  • We work together to bring the best to our clients across different practices and geographies.

We are a place where bright, talented, and collegial people want to work together

  • We care about and respect one another.
  • We invest in our people by providing the tools and experiences necessary for professional growth.
  • We believe diversity and inclusion lead to better outcomes.

We work hard together – collaboratively and efficiently

  • We are consultative and collaborative.
  • We are open with one another and share knowledge and information.
  • We are a partnership where each of us takes personal initiative and is accountable for the success of the firm and the growth of our business.

Our communities are better off because of us

  • We give back to our communities.

Dr. Kurt Moosmann

Kurt Moosmann is our exclusively recommended Estate Planning Law expert in Switzerland on the Advisory Excellence website. If you need assistance in this area, please contact Kurt directly using the contact details listed above.

Dr. Kurt Moosmann is an highly sought expert with more than 25 years of experience in advising business owning families, family offices and entrepreneurs across the globe.  Before establishing Moosmann Advisors in 2014, he had co-founded and successfully assumed the role as Chairman of Dara Capital, a Multi-Family Office with offices in Zurich and New York.  From 2014 – 2021 he presided over the Advisory Board of FODIS LLC, Pittsburgh, which serves global family owned business enterprises and family offices with significant direct investment holdings in US operating family businesses.  Formerly Dr. Moosmann was Managing Director and Member of the Executive Committee of Quilvest Switzerland, where he had founded and managed their Wealth Advisory Department. Before joining Quilvest, he had chaired Deutsche Bank’s International Wealth Planning Division from 1998-2004.

Today Dr. Moosmann also serves as Executive Vice-Chairman of the Elsa Peretti Holding Ltd., the single family office of the legendary late jewelry designer Elsa Peretti, and acts as Vice-Chairman of Ms. Peretti’s charitable Nando and Elsa Peretti Foundation. Since 2019 he has been President of Switzerland’s Single Family Office Association (SFOA). Dr. Moosmann is also Co-Founder and Co-Chairman Emeritus of the esteemed Family Office Roundtable (FORT), a global Think-Tank for leading entrepreneurs in association with Wharton University. For many years, he also served as a Member of the University Board of the Private University of Liechtenstein (UFL) and has been an active member of the STEP.

The native Swiss-Canadian holds a Doctorate of Law from the University of Zurich. His thesis, comparing the Anglo-Saxon and Liechtenstein trust structures, with special consideration of beneficiaries’ interests, was published in 1999. He also holds an MBA in International Wealth Management from Carnegie Mellon University, Tepper School of Business (USA) and regularly lectures on topics related to Cross-Border Estate and Tax Planning, and on generational transition and governance matters within Family Business Enterprises.

Erika A. Kellerhals

Erika Kellerhals is our exclusively recommended Estate Planning Law expert in the U.S. Virgin Islands on the Advisory Excellence website. If you need assistance in this area, please contact Erika directly using the contact details listed above.

Erika is a tax and business lawyer with an LL.M. in Taxation from New York University and extensive experience advising individuals and entities. In addition to her significant experience in corporate and transactional law, her main practice focuses on all facets of federal tax law, including individual, corporate, partnership, and international taxation and all phases of federal and territorial tax controversy. Her controversy practice focuses on the representation of corporate and individual taxpayers in federal and territorial tax controversy matters, including domestic tax examinations and settlement negotiations before the Internal Revenue Service and the U.S. Virgin Islands Bureau of Internal Revenue at the examination and appeals levels addressing a broad range of domestic tax issues, as well as litigation in the United States District Court. With partner Chris Kroblin, she litigates matters including wrongful levies and liens, refund claims, and actions under the Freedom of Information Act and the Virgin Islands Sunshine Act.

Erika’s corporate and transactional practice is rooted in her years of practice in the Virgin Islands and in depth knowledge of the U.S. Virgin Islands incentive programs. She advises clients on obtaining economic development incentives from the U.S. Virgin Islands Economic Development Commission and the University of the Virgin Islands Research & Technology Park, buying and selling local companies, reorganising existing entities, and starting new businesses in the Virgin Islands.

Prior to relocating to the U.S. Virgin Islands, Erika Kellerhals practised at a boutique New York firm that specialised in providing comprehensive tax advice to individuals and closely held corporations. After relocating to the Virgin Islands in 2003, she expanded on these practice areas and gained a comprehensive understanding of doing business in the territory at the Law Offices of Marjorie Rawls Roberts, P.C. Erika’s experience representing both large international businesses and local companies allowed her to launch her own firm in 2008, before forming Kellerhals Ferguson, LLP, in 2011 with her current partner and former co-worker, Greg Ferguson.

Firm Overview:

Kellerhals Ferguson Kroblin PLLC (KFK) is a full service business law firm with offices in the U.S. Virgin Islands and New York. We provide our clients with comprehensive counsel and representation in corporate transactions, tax planning and controversy, civil litigation and real estate matters, with an additional focus on the needs of businesses relocating to the U.S. Virgin Islands through the U.S. Virgin Islands Economic Development Commission (EDC) tax incentive program. Representative clients include such diverse enterprises as investment managers, real estate developers, governments, high-tech manufacturers, e-commerce businesses, commercial tour operators, restaurant proprietors, as well as many large banking and financial institutions.

KFK is affiliated with the AV rated Wall Street law firm Solomon Blum Heymann LLP, which provides additional expertise, resources, and diversity to better serve our client needs. We are also affiliated with West Indies Title LLC, a premier title insurance agency in the U.S. Virgin Islands and Business Basics VI LLC, a corporate services company in the U.S. Virgin Islands.

KFK ensures that our clients receive sophisticated, personalised, efficient, and cost-effective service from experienced attorneys, affiliates, and staff. Our attorneys have extensive backgrounds in complex corporate transactional work, commercial disputes and litigation, domestic and international tax controversies, federal and local regulatory matters, large-scale real estate and resort development, environmental and land-use laws and regulations, banking, and strategic planning for companies and individuals.

Donna J. Jackson

Donna Jackson is our exclusively recommended Estate Planning Law expert in Oklahoma on the Advisory Excellence website. If you need assistance in this area, please contact Donna directly using the contact details listed above.

Donna is a nationally-recognised attorney, authority, speaker and educator in estate planning. Ms. Jackson is a CPA and hold a Masters Degree in Elder Law.

With over 28 years of legal experience, she mostly practices in estate planning with an emphasis on Medicaid, VA Benefits, and special needs planning, including revocable, irrevocable and special needs trusts, wills, durable power of attorneys, and living wills.

Additionally, Donna’s practice includes taxes, probates, and business organisations.

Donna is an animal lover – as seen by the office’s Chief Canine Office, Rico, who is Donna’s newest and smallest dog. Her 3 other fur babies are a bit bigger and rarely make it to the office but she loves them just the same.

Donna Jackson currently serves on the board of the National Academy of Elder Law Attorneys; she’s on numerous committees of the American Bar Association, Oklahoma Bar Association, Oklahoma Society of CPA’s, and many others. She has been a keynote speaker for the Oklahoma Bar Association, Strafford, and the National Business Institute.

She was honoured as one of the 2011-2015 Five Star Wealth Managers in Estate Planning in the Oklahoma Magazine. Go Pokes!