Matt Trotta
Matt Trotta
TEP,
Counsel
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Matt Trotta creates tailored, pragmatic, and effective tax and succession solutions to address the specific needs and circumstances of each client, their owner-managed businesses, and their families. 

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:

  • Personal Succession Planning: preparation of wills, enduring powers of attorney, personal directives, trust planning, and related tax planning for high net worth individuals, blended families, disabled beneficiaries, as well as family advisory and intergenerational wealth transfer planning. 
  • Cross Border Services: cross-border tax and estate planning for Canadians with assets in foreign jurisdictions and foreign residents holding Canadian assets.
  • 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 Dispute Resolution/Advisory: representation and advisory services on dispute resolution matters including taxpayer disputes, interpretation issues, validity of documents, executor duties, beneficiary rights, and other complex tax, estate, or trust matters
  • Business Succession Planning: corporate re-organizations, planned and unplanned business departure planning, trust planning, unanimous shareholder agreements, co-ownership agreements, and joint ventures.
Canadian Bar Association
Member
2013
Canadian Tax Foundation
Member
Society of Trust and Estate Practitioners (STEP)
Full 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