Matthew Bota
Partner
Practice areas:
- Charities & Not-for-Profits,
- Corporate Law,
- Estate Administration,
- Tax Law,
- Trusts,
- Wills
Meet Matthew
Matthew Bota is a Partner at Harrison Pensa with the Wills, Estates, Trusts, and Charities & Not-for-Profit Law group, the Business Law and Financial Services Law group, and the Tax Law group.
Matthew advises clients on a variety of tax, corporate, trust and estate planning matters. His multi-faceted practice is connected by his interest in tax law:
• Developing estate plans for his clients to ensure their wishes are carried out in a tax efficient manner
• Counseling estate trustees and trustees in all aspects of estate and trust administration
• Establishing non-profit organizations and assisting those organizations with applications to obtain registered charity status
• Advising non-profit organizations and charities on asset management, administration, governance and fundraising
• Corporate reorganizations, including the implementation of “estate freezes” for succession planning
• Representing taxpayers in various types of tax controversy matters, including income tax, GST/HST and director’s liability
• Tax advice and assistance for audits, reassessments and, when necessary, preparing voluntary disclosures to the applicable tax authority
Law Clerk: Elizabeth Gardner
egardner@harrisonpensa.com
519-661-6716
Legal Assistant: Karla Camara
kcamara@harrisonpensa.com
519-661-6717
Credentials & experience
Called To The Bar
2017
Experience
Partner
Harrison Pensa LLP
January 2022 - Present
Associate Lawyer
Harrison Pensa LLP
2017 - December 2021
Education
Western University
Juris Doctor (Graduated with distinction)
Western University
Honors BA, Political Science
King's University College
BA, History
Community
Better Together, Even When Clients are Apart: Synergies between Estates and Family Law on October 6, 2022 for the Middlesex Law Association – co-presented with Family Lawyer Jennifer Wall
The 17th Annual Wills, Estates & Trusts Conference: Tax Issues Affecting Estates on December 8, 2021 for the Middlesex Law Association – presented on various tax related topics impacting estate planning and administration
The 31st Annual Middlesex Family Law Association Conference on September 24, 2021 – presented on the topic of estate freezes and tracing
Memberships
Canadian Tax Foundation
Middlesex Law Association
Ontario Bar Association / Canadian Bar Association
Business Law, Charity and Not-for-Profit Law, Taxation Law, Young Lawyers Division
