Matthew Bota

Matthew Bota Partner 519-661-6752 Email MatthewDownload vCard

Practice areas:

Charities & Not-for-Profits, Corporate Law, Estate Administration, Tax Law, Trusts, Wills

Meet Matthew

Matthew Bota is a Partner at Harrison Pensa with the Wills, Estates, Trusts, and Charities & Not-for-Profit Law group, the Business Law and Financial Services Law group, and the Tax Law group.

Matthew advises clients on a variety of tax, corporate, trust and estate planning matters. His multi-faceted practice is connected by his interest in tax law:

• Developing estate plans for his clients to ensure their wishes are carried out in a tax efficient manner

• Counseling estate trustees and trustees in all aspects of estate and trust administration

• Establishing non-profit organizations and assisting those organizations with applications to obtain registered charity status

• Advising non-profit organizations and charities on asset management, administration, governance and fundraising

• Corporate reorganizations, including the implementation of “estate freezes” for succession planning

• Representing taxpayers in various types of tax controversy matters, including income tax, GST/HST and director’s liability

• Tax advice and assistance for audits, reassessments and, when necessary, preparing voluntary disclosures to the applicable tax authority

Law Clerk: Elizabeth Gardner [email protected] 519-661-6716 Legal Assistant: Karla Camara [email protected] 519-661-6717

Credentials & experience

Awards

Osler, Hoskin & Harcourt Award in Tax – awarded to the student with the highest overall average in Income Taxation and Taxation of Corporations and Shareholders

Law Society of Upper Canada Prize – awarded to 15 students in the graduating class based on academic excellence

Called To The Bar

2017

Experience

Partner Harrison Pensa LLP January 2022 - Present Co-Instructor - Trusts Law Western University Faculty of Law Winter Term - 2025 Associate Lawyer Harrison Pensa LLP 2017 - December 2021

Education

Western University Juris Doctor (Graduated with distinction) Western University Honors BA, Political Science King's University College BA, History Professional Development Director, Lawson Research Institute 2026 - Present

Law Society of Ontario Administration of Estates program on September 23, 2024 - co-presented on the topic of Administering Small Estates/Trusts (Difficulties that Arise, Insolvency, Advising Executors and Trustees)

Better Together, Even When Clients are Apart: Synergies between Estates and Family Law on October 6, 2022 for the Middlesex Law Association – co-presented with Family Lawyer Jennifer Wall

The 17th Annual Wills, Estates & Trusts Conference: Tax Issues Affecting Estates on December 8, 2021 for the Middlesex Law Association – presented on various tax related topics impacting estate planning and administration

The 31st Annual Middlesex Family Law Association Conference on September 24, 2021 – presented on the topic of estate freezes and tracing

Memberships Canadian Tax Foundation Middlesex Law Association Ontario Bar Association / Canadian Bar Association Business Law, Charity and Not-for-Profit Law, Taxation Law, Young Lawyers Division