Referral Based Bespoke Preservation Planning™


R. Paul Jacobson, Q.C.

Paul was born and raised in Calgary, Alberta, Canada and is a fifth generation Calgarian. He is a practicing lawyer and a member of the Alberta Bar since 1987. Paul’s preferred areas of practice includes trusts, asset preservation planning, estate planning, tax planning, trustee services and estate administration.

A year after receiving a BA (Economics) from the University of Calgary Paul continued his post secondary studies in law graduating from the University of Ottawa, Faculty of Law, in 1986. Paul articled with the law firm McKimmie Matthews and was called to the Alberta Bar in July of 1987.

Paul then spent the next three years with Deloitte Haskins Sells working in the Calgary office tax group. He completed the CICA In-depth Tax Course and gained considerable experience in tax compliance and planning. In the fall of 1989 Paul started his law practice focusing on owner-manager tax planning.

Paul’s early years also included consulting on international tax and trust issues for Roy Saunders of International Fiscal Services Limited and Milton Grundy of Gray’s Inn Tax Chambers, both international tax practitioners based in London England; and Denys Laurence of International Management trust, an international tax lawyer based in Monaco. Paul enhanced his international tax and Trust practice by obtaining a Masters of Law, International Taxation, from Regent University, Faculty of Law, in the spring of 2001.

Paul was appointed Queen’s Counsel in 2008 and holds memberships in the Law Society of Alberta, the International Fiscal Association, the Canadian Tax Foundation, the Canadian Bar Association and the Estate Planning Council of Calgary.

Paul has a passion for international travel. His favorite destination is Europe and, in particular, France. When not traveling Paul enjoys golfing and spending time in the Rocky Mountains; hiking in the summer and snowshoeing in the winter.

Paul is married and has an adult daughter.

Phone Number:

(403) 210-0278