Lee v. The Queen

JurisdictionFederal Jurisdiction (Canada)
CourtTax Court (Canada)
Citation2018 TCC 230
Date15 November 2018

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4 practice notes
  • Husky Energy Inc. v. The King
    • Canada
    • Tax Court (Canada)
    • 13 d3 Dezembro d3 2023
    ...Federal Court of Appeal in 2009 FCA 57 at paragraph 16(c). [213] I explained the meaning of “legal substance” in Lee v. R., 2018 TCC 230 at paragraph 52 and footnote [214] See Timothy R. Hughes, Income Tax Implications of the Non-Dispositive Transfer of Equity Securities, (199......
  • From Transfer Pricing To Tax Treaties: Canadian Cross-Border Tax Update
    • Canada
    • Mondaq Canada
    • 27 d4 Dezembro d4 2018
    ...described by those contracts. This case, along with another recent Tax Court of Canada decision, Van Lee v her Majesty the Queen, 2018 TCC 230 (also argued by Osler), confirms that Canadian courts will continue to apply the sham doctrine sparingly in tax cases, reserving it for instances wh......
  • Ain't That A Shame - That Ain't A Sham
    • Canada
    • Mondaq Canada
    • 21 d5 Dezembro d5 2018
    ...execution should not be overwhelmed by unsupported assertions that tax planning is naughty, thus a sham. Footnotes [1] 2018 TCC 195. [2] 2018 TCC 230 [3] [1967] 1 All E.R. 518 ("Snook"). [4] [1984] 1 S.C.R. 536 ("Stubart"). [5] {1987] 1 SCR 32. [6] 2009 TCC 465 ("Antle") (aff'd on this poin......
  • Jones v Jones
    • Canada
    • Superior Court of Justice of Ontario (Canada)
    • 31 d5 Janeiro d5 2025
    ...acceding to the requests of a settlor where there is agreement what action is in the best interests of the trust: Lee v. The Queen, 2018 TCC 230, at para. 64. Such behaviour is not evidence of a sham trust. 50 The circumstances in this case are far from those that existed in McGoey. Having ......
2 cases
  • Husky Energy Inc. v. The King
    • Canada
    • Tax Court (Canada)
    • 13 d3 Dezembro d3 2023
    ...Federal Court of Appeal in 2009 FCA 57 at paragraph 16(c). [213] I explained the meaning of “legal substance” in Lee v. R., 2018 TCC 230 at paragraph 52 and footnote [214] See Timothy R. Hughes, Income Tax Implications of the Non-Dispositive Transfer of Equity Securities, (199......
  • Jones v Jones
    • Canada
    • Superior Court of Justice of Ontario (Canada)
    • 31 d5 Janeiro d5 2025
    ...acceding to the requests of a settlor where there is agreement what action is in the best interests of the trust: Lee v. The Queen, 2018 TCC 230, at para. 64. Such behaviour is not evidence of a sham trust. 50 The circumstances in this case are far from those that existed in McGoey. Having ......
2 firm's commentaries
  • From Transfer Pricing To Tax Treaties: Canadian Cross-Border Tax Update
    • Canada
    • Mondaq Canada
    • 27 d4 Dezembro d4 2018
    ...described by those contracts. This case, along with another recent Tax Court of Canada decision, Van Lee v her Majesty the Queen, 2018 TCC 230 (also argued by Osler), confirms that Canadian courts will continue to apply the sham doctrine sparingly in tax cases, reserving it for instances wh......
  • Ain't That A Shame - That Ain't A Sham
    • Canada
    • Mondaq Canada
    • 21 d5 Dezembro d5 2018
    ...execution should not be overwhelmed by unsupported assertions that tax planning is naughty, thus a sham. Footnotes [1] 2018 TCC 195. [2] 2018 TCC 230 [3] [1967] 1 All E.R. 518 ("Snook"). [4] [1984] 1 S.C.R. 536 ("Stubart"). [5] {1987] 1 SCR 32. [6] 2009 TCC 465 ("Antle") (aff'd on this poin......