Jerald Wortsman

Jerald M. Wortsman

Partner
Toronto: 416.865.7384
Fax 416.865.7380

Education

LLB, 1989
University of Toronto

Bar Admissions

Ontario, 1991

Overview

Jerald Wortsman is a partner in the firm’s Tax Practice, and specializes in domestic and international corporate tax planning, with an emphasis on mergers and acquisitions, reorganizations and corporate finance. He has particular experience advising domestic and foreign financial institutions.

Jerald has advised on a number of Canadian and cross-border acquisitions, divestitures and restructurings, and a number of inbound and outbound investments and multinational group structures. He has also advised on the structuring and issuance of various financial instruments and other capital markets activity.

Representative Work

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Recognition

Best Lawyers' Best Lawyers in Canada—Leading lawyer in tax law (2006-2017)

Chambers & Partners’ Chambers Canada—Leading lawyer in Canada, tax (2016-2017)

Chambers and Partners' Chambers Global: World’s Leading Lawyers for Business, The Client’s Guide—Leading lawyer in tax (2013-2016)

The Legal 500 Canada—Leading lawyer in tax (2015-2016)

Lexpert/American Lawyer's Guide to the Leading 500 Lawyers in Canada—Leading practitioner in corporate tax (2011-2016)

Law Business Research's Who’s Who Legal: Canada—Leading lawyer in corporate tax (2006-2015)

Lexpert/Thomson Reuters' Canadian Legal Lexpert Directory—Leading lawyer in corporate tax and derivatives (2002-2014)

Insights

U.S. and Canada Tax Developments

Capital Markets Mid-Year Report 2016

Foreign Buyers Beware: The Taxman Cometh

M&A Trends 2014

Media

Other Publications

Complex Financial Instruments: An Industry and Practitioner Perspective on Equity Derivatives
Canadian Tax Foundation Annual Conference, Toronto | November 2009

Recent Transactions in Corporate Finance: Assumption, Tender Offer and Other Secondary Market Transactions
Canadian Tax Foundation Annual Conference, Toronto | November/December 2008

The Public Company Spin-off Rule
Canadian Tax Foundation Annual Conference, Toronto | September 2000

The Bump Denial Rule in Subparagraph 88(1)(c)(vi)
Canadian Tax Foundation Annual Conference, Toronto | September 1998