Michael C. Morgan


Michael C. Morgan

Telephone: (905) 842-8030, ext. 3334
Fax: (905) 842-4180
Email: morgan@omh.ca

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Bar

Ontario Bar, 1978

Education

Bachelor-of-Laws, 1976 – University of Toronto, Faculty of Law
Master-of-Laws, 1986 – Osgoode Hall Law School
Bachelor of Commerce, 1972 – University of Toronto


After having practiced tax law, estate planning and business law with highly-respected law firms in downtown Toronto for more than 30 years (latterly as a partner), and then with a couple of well-known law firms in the Burlington/Hamilton area for over 6 years (as counsel), Michael recently became associated with O’Connor MacLeod Hanna LLP as Counsel – and is really enjoying being part of a firm which has a well-deserved reputation for excellence, a collegial culture and exceptional client-focused professionals.
As a senior member of the Corporate Law group, and as the leader of the firm’s Tax Law practice, Michael assists clients to achieve business and personal objectives in connection with a broad range of activities, including:

  • tax structuring for businesses: in connection with the establishment of businesses (including professional corporations); the reorganization of corporations; the purchase/sale of businesses; and tax considerations involved in commercial real estate transactions
  • business succession arrangements: involving the transfer of family-owned businesses between generations or to key employees
  • business law advice: regarding business transactions, such as start-up/incorporation, amalgamation and winding-up, as well as the preparation and review of contracts, partnership agreements and shareholder agreements
  • planning for wealth preservation: including “estate freeze” reorganizations and “crystallization” (of capital gains exemption) transactions
  • estate planning: involving the structuring and preparation of wills (including “multiple wills”), powers of attorney and trusts (such as family trusts).

Michael is frequently asked to advise accountants, investment advisers, financial planners and insurance advisers regarding tax planning strategies and estate planning strategies for their clients. As well, he is a frequent speaker on a broad range of tax planning, estate planning and business succession planning topics to professional organizations, including The Law Society of Upper Canada, the Ontario Bar Association, the Canadian Tax Foundation, the Halton County Law Association, the Hamilton Law Association, the Estate Planners’ Council of Halton and the Estate Planners’ Council of Hamilton (of which organizations he is a member), as well as numerous business organizations. Michael has also been a part-time professor at Queen’s University Law School and an instructor in the Ontario Bar Admission program.
After graduating from the Business Program at University of Toronto, Michael then graduated from the Faculty of Law at University of Toronto (focusing on Business Law and Tax Law) – and during his career he earned a Masters-in-Law in Taxation from Osgoode Hall Law School. Michael is active in community-based organizations in the Burlington area, currently serving on the board of directors of the Burlington Performing Arts Centre and on the board of trustees of his church.
His personal interests include travel (particularly to exotic beach destinations), sports (especially golf, hockey and baseball), music (frequently attending concerts), exercising (particularly power-walking) and family activities (which often involve travel, sports and/or music).


Practice Area



Michael C. Morgan

Telephone: (905) 842-8030, ext. 3334
Fax: (905) 842-4180
Email: morgan@omh.ca

Download V-card

Bar

Ontario Bar, 1978

Education

Bachelor-of-Laws, 1976 – University of Toronto, Faculty of Law
Master-of-Laws, 1986 – Osgoode Hall Law School
Bachelor of Commerce, 1972 – University of Toronto