Matt Trotta
Matt Trotta
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Matt Trotta creates tailored, pragmatic, and effective tax, trust, and estate solutions to address the specific needs and circumstances of each client and their families. 

Matt has represented clients in tax, trust and estate matters at the Alberta Court of Queen's Bench, Tax Court of Canada and Federal Court of Canada.

Prior to joining Field, Matt practiced at a national law firm, as well as a boutique tax and business law firm in Calgary where he specialized in complex estate planning and solving related tax, corporate, and litigation issues. Matt also gained in-house experience at one of Canada's largest trust companies, where he was responsible for providing estate planning guidance and solutions to high net worth estate and trust clients, advisors, and planners. 

Matt's practice includes:

  • Estate Planning: preparation of wills, enduring powers of attorney, personal directives, and inter vivos trust planning for high net worth individuals, blended families, disabled beneficiaries, cross-border planning for Canadians with assets in foreign jurisdictions and foreign residents holding Canadian assets, as well as family advisory and intergenerational wealth transfer planning. 
  • Trust and Estate Administration: representation on administration matters including trust administration, grants of probate, grants of administration, ancillary grants, and reseal of grant applications
  • Trust, Tax and Estate Litigation: representation on dispute resolution matters including capacity issues, trusteeship issues, taxpayer disputes, interpretation issues, validity of documents, executor duties, beneficiary rights, and other complex estate or trust matters.
  • Succession Planning: corporate re-organizations, planned and unplanned business departure planning, trust planning, and estate freezes.
Canadian Bar Association
Member
2013
Canadian Tax Foundation
Member
Society of Trust and Estate Practitioners (STEP)
Associate Member
Best Newsletter Article by a Young Practitioner Award
Canadian Tax Foundation
2018
Education
University of Windsor, 2012, Bachelor of Laws
University of Detroit Mercy, 2012, Juris Doctor
University of Calgary, 2007, Bachelor of Arts (Political Science)
CPA Canada, 2017, In-Depth Tax Course - Parts I, II, III
Admissions
Alberta,2013