Natalie J. Woodbury, KC

Natalie is a Partner in the area of corporate/commercial law, tax law and estate planning. She has over 25 years of experience as a legal and tax advisor to private companies and their shareholders, including many family owned enterprises and professional practices. Natalie regularly advises clients on corporate and personal tax planning, tax effective structuring, reorganizations, purchases and sales of businesses, succession planning, estate planning, shareholders’ agreements and partnership agreements. She also has experience advising non-residents on Canadian tax issues. Natalie believes in a team approach and works with other professionals to collaboratively determine optimal solutions for her clients.

Natalie has completed several advanced tax courses offered by the Canadian Institute of Chartered Accountants including Parts I, II and III of the In-Depth Tax Course, as well as Corporate Reorganizations and Advanced Tax Issues for the Owner-Managed Business. She also has received her Trust and Estate Practitioner designation from the Society of Trust and Estate Practitioners.

Natalie is a long-standing member of the Board of Directors of Special Olympics Nova Scotia, serving as past Chair and is currently Secretary of the Board. She also serves on the Board of Directors of the North Grove Society. In addition, Natalie is a member of the Women Presidents’ Organization, the goals of which are to assist women entrepreneurs in accelerating business growth, enhancing competitiveness and promoting economic security. Natalie also maintains memberships in the Canadian Tax Foundation, the Society of Trust and Estate Practitioners, the Canadian Bar Association and the Centre for Women in Business.

Background

Education

• 2005 & 2013: Completed advanced tax courses offered by the Canadian Institute of Chartered Accountants including Parts I, II and III of the In-Depth Tax Course (1998-2001), as well as Corporate Reorganizations (2006) and Advanced Tax Issues for the Owner-Managed Business
• 1996: Bachelor of Laws, Dalhousie University, Halifax, Nova Scotia
• 1993: Bachelor of Commerce, Accounting, Saint Mary’s University, Halifax, Nova Scotia

Employment

• 2015 – Present: Partner, BOYNECLARKE LLP, Dartmouth, Nova Scotia
• 2017 – 2020, 2022 – Present: Executive Committee Member, BOYNECLARKE LLP, Dartmouth, Nova Scotia
• 2013 – 2014: Nova Scotia Private Market Leader – Tax Services, Ernst & Young LLP, Halifax, Nova Scotia
• 2005 – 2013: Partner, Wickwire Holm, Halifax, Nova Scotia (Executive Committee Member 2009-2013)
• 2003 – 2004: Associate Lawyer, Wickwire Holm, Halifax, Nova Scotia
• 2000 – 2003: Tax Manager, PricewaterhouseCoopers, Halifax, Nova Scotia
• 1998 – 2000: Senior Associate, PricewaterhouseCoopers, Halifax, Nova Scotia
• 1997 – 1998: Associate Lawyer, Huestis Holm, Halifax, Nova Scotia
• 1996 – 1997: Articled Clerk, Huestis Holm, Halifax, Nova Scotia

Professional Memberships

• Trust & Estate Practitioner – Society of Trust and Estate Practitioners
• Member – Canadian Tax Foundation
• Member – Canadian Bar Association
• Member – Women President’s Organization
• Member – Centre for Women in Business
• Past Chair – CBA-NS Nova Scotia Tax Law Section

Community Activities

• Board Member – The North Grove Society
• Board Member – Lawyers’ Insurance Association of Nova Scotia
• Chair and Member – Lawyer’s Assistance Program of Nova Scotia
• Member – LIAS Claims Review Committee
• Board Member, Past Chair and Secretary – Special Olympics Nova Scotia
• Member of 2015 Women for Mental Health – A Different Stage of Mind Fundraiser for the Mental Health Foundation of Nova Scotia
• Appointed to Judicial Advisory Committee for the Tax Court of Canada

Awards and Honours

• Appointed King’s Counsel (2024)
• Included in The Best Lawyers in Canada published by Best Lawyers® (2017-2023)
• 2013: Trust and Estate Practitioner designation (TEP)
• 2010: Dr. Elizabeth A. Chard Chairperson’s Award – Special Olympics Nova Scotia

Publications and Presentations

• “A Comprehensive Review of Trusts Fundamentals”, Workshop at 2019 Atlantic Provinces Tax Conference (Halifax, Canadian Tax Foundation, 2019) – co-presenter – November 1, 2019
• “Tax on Split Income”, STEP Canada 2019 National Conference Round Up (Halifax, STEP NS Branch, 2019)
• “Small to Large Private Business: What’s Your Exit Strategy?”, The ONE National conference (Halifax, CPA Canada, 2018)
• “Death of a Business Owner – Selected Legal & Tax issues”, 2016 CBA Wills & Estates Section Meeting Presentation, (Nova Scotia)
• “My Structure is Set Up – Now What?”, 2016 WPO Atlantic Conference (Prince Edward Island)
• “Tax Issues in Common Business Transactions”, 2015 CBA Webinar – co-presented with Ted Sawa
• “Busted by the Border? Cross Border Estate Planning Issues”, 2013 CBA Elder Law Conference (Nova Scotia)
• “Current Issues”, 2013 Atlantic Provinces Tax Conference, (Toronto: Canadian Tax Foundation, 2013)
• “Essential Tax Strategies for US Businesses in Canada”, 201 Meritas Capability Webinar – co-prepared with other Meritas law firms across Canada
• “The Power to Tax Means Little Without the Power to Collect” – Section 160 Assessments” 2008 Atlantic Provinces Tax Conference (Halifax: Canadian Tax Foundation, 2008)
• “Use of Trusts in Tax and Corporate Planning”, 2006 CBA Professional Development Conference (Nova Scotia)