Julie Y. Lee, Lawyer
Contributing Editor, General Editor, Conference Chair
Federated Press Contributions
| General Editor, Incentives and Benefits, Taxation of Executive Compensation and Retirement (TECR) 1993– |
| Contributing Editor, TECR 1991-93 |
| Chair, 1995 Executive Tax and Financial Planning Session, Human Resource Executives Conference, Toronto, September 13-14, 1995 |
| "Employee Plans Involving the Issuance or Sale of Stock Must Be Reviewed as a Result of the Chrysler and Placer Dome Cases" (1993) 4 TECR 699 |
| "Potential Recall May Jeopardize Retiring Allowance Status" (1993) 5 TECR 797 |
| "Putting Employees on Notice: Tax Treatment of Amounts Paid on Termination of Employment" (1994) 5 TECR 908 (co-authored with Elizabeth Brown) |
| "Putting Employees on Notice: Tax Treatment of Amounts Paid on Termination of Employment – Part II" (1994) 6 TECR 3 (co-authored with Elizabeth Brown) |
| "Relocation Payments: The Continuing Search for the Tax-Free Zone" (1995) 6 TECR 67 |
| "Recent Tax Developments Affect Employee/Shareholder Loans" (1995) 6 TECR 151 |
| "Update on Employees Profit Sharing Plans" Taxation of Executive Compensation and Retirement, (1995) 6 TECR 154 |
| "Tax Court Denies Stock Benefit Deduction on Cancellation of Option Agreement" (1996) 7 TECR 123 |
| "The Status of Taxable Benefits After Hoefele" (1996) 8 TECR 163 |
| "The Government Ends the Battles on Relocation Subsides" (1998) 10 TECR 31 |
| "Travel Expenses, Mortgage Interest Subsidies, Flex Plans and Value of Benefits" (2000) 11 TECR 219 |
Biography
| Born 13 March 1949 |
| Educated University of Toronto B.A. 1973, M.A. 1974, LL.B. 1978 |
| Partner, Osler, Hoskin & Harcourt LLP 1986– |
| Associate with present firm 1980-86 |
| Called to the Bar of Ontario 1980 |
| Articled with present firm 1978-79 |
| Management Trainee, Bank of Montreal 1974-75 |
| Various positions with Bell Canada 1969-74 |
| Member, Canadian Chamber of Commerce Taxation Committee, Canadian Bar Association-Ontario, Canadian Tax Foundation |
| Board Member, YWCA of Metropolitan Toronto |
| Author, numerous publications in the area of taxation of employee benefits and other tax topics |
Practice Description
| Ms. Lee's practice is restricted to Canadian income tax law, with a special focus on tax aspects of employee and executive compensation, pension plans and other tax-deferred employee benefit vehicles, trusts and estates, and charities/non-profit organizations. |
Address
| Osler, Hoskin & Harcourt LLP |
| Box 50 |
| 1 First Canadian Place |
| Toronto, Ontario M5X 1B8 |
| Telephone: (416) 862-6404 |
| Telecopier: (416) 862-6666 |
| E-mail: jlee@osler.com |
| Web: www.osler.com |