Moderator, STEP Canada, 25th National Conference, “Gifts by Relationship: Definitions, Presumptions, Drafting, and Administration”; Toronto, ON
June 19, 2023
Counsel
Counsel
Harman advises clients on their most complex matters related to wills, estates and trusts.
Harman works with clients on a broad range of personal planning matters, focusing on succession and estate planning. He also assists individuals and trust companies with all aspects of designing and administering trusts; interprets wills; and advises on executor’s duties and beneficiaries’ rights.
Harman’s clients also benefit from his expertise in cross-border and multi-jurisdictional estate matters as well as his ability to engage local counsel to ensure legal processes and requirements are satisfied in relevant jurisdictions.
Before joining Davies, Harman practised in the areas of estate planning, estate administration, wills and trusts at a Western Canadian law firm.
Counsel
Harman advises clients on their most complex matters related to wills, estates and trusts.
Harman works with clients on a broad range of personal planning matters, focusing on succession and estate planning. He also assists individuals and trust companies with all aspects of designing and administering trusts; interprets wills; and advises on executor’s duties and beneficiaries’ rights.
Harman’s clients also benefit from his expertise in cross-border and multi-jurisdictional estate matters as well as his ability to engage local counsel to ensure legal processes and requirements are satisfied in relevant jurisdictions.
Before joining Davies, Harman practised in the areas of estate planning, estate administration, wills and trusts at a Western Canadian law firm.
Moderator, STEP Canada, 25th National Conference, “Gifts by Relationship: Definitions, Presumptions, Drafting, and Administration”; Toronto, ON
June 19, 2023
Speaker, Prairie Provinces Tax Conference (Canadian Tax Foundation), “The Global Family”; Edmonton, AB
May 29, 2023
Incapacity, Death, and the Application of the Indian Act, author
May 01, 2023 - STEP Inside, Vol. 22, No. 2 (STEP Canada)
Speaker, Manitoba Bar Association, 2023 Mid-Winter Conference, “The Lawyer’s Tax Checklist for Estate Administration”; Winnipeg, MB
Jan. 19, 2023
Speaker, Manitoba Bar Association, 2022 Joint Wills and Estates Program, “Foreign Connections”: Winnipeg, MB; Dec. 1 & 2
Dec. 01, 2022
Speaker, STEP Winnipeg, Advising Families Across Generation, “Drafting the Testamentary Trust”; Winnipeg, MB
Nov. 15, 2022
Moderator, STEP Canada, 24th National Conference, “Domicile: What Is It, When Does It Matter, and Why Do You Care?”; Webcast
June 17, 2022
A Potpourri of Issues in the Tax Lifecycle of an Estate File, co-author
June 01, 2022 - Prairie Provinces Tax Conference (Canadian Tax Foundation)
Moderator, STEP Canada, “Succession Law and the Indigenous Peoples of Canada”; Webcast
Jan. 19, 2022
Co-Moderator, STEP Canada, “Conflict of Laws in Estate Planning”; Webcast
Mar. 24, 2021
Jurisdictional Resource Chart – Conflict of Laws, co-editor
Mar. 01, 2021 - (STEP Canada)
Reforming Trustee Compensation in Manitoba, co-author
Jan. 01, 2021 - STEP Inside, Vol. 20, No. 1 (STEP Canada)
Probate Planning in Manitoba: Fees, Pitfalls, and Possibilities, co-author
Nov. 01, 2020 - STEP Inside, Vol. 19, No. 3 (STEP Canada)
Mental Capacity Special Interest Group Jurisdictional Reference Guide: Manitoba
Jan. 01, 2020 - STEP Mental Capacity Special Interest Group (STEP Canada)
Lexology Index: Canada—Private Client
Ontario, 2023
Alberta, 2021
Manitoba, 2013
Osgoode Hall Law School, JD, 2012
Schulich School of Business, MBA, 2012
University of Manitoba, BA, 2008
STEP Canada, Winnipeg Branch, former chair
155 Wellington Street West
Toronto, ON, M5V 3J7
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