Rhonda Rudick

Partner

Rhonda Rudick

Rhonda Rudick

Partner

Expertise
Bar Admissions
  • Québec, 1997

Rhonda counsels clients on the tax aspects of mergers and acquisitions, corporate reorganizations and real estate transactions, both Canadian and cross-border, with a strong emphasis on estate planning.

Over her 20-year career, Rhonda has developed ongoing, close relationships with high-net-worth individuals, for whom she provides strategic, personalized estate and tax planning. Her clients include real estate owners and private companies.

Rhonda has served as a member of the Planned Giving Professional Advisory Committee of the Jewish General Hospital and the Professional Advisory Committee of the Jewish Community Foundation. She is a co-lecturer in McGill Law School’s International Tax Course and Advanced Tax Seminar.

Rhonda Rudick

Partner

Rhonda counsels clients on the tax aspects of mergers and acquisitions, corporate reorganizations and real estate transactions, both Canadian and cross-border, with a strong emphasis on estate planning.

Over her 20-year career, Rhonda has developed ongoing, close relationships with high-net-worth individuals, for whom she provides strategic, personalized estate and tax planning. Her clients include real estate owners and private companies.

Rhonda has served as a member of the Planned Giving Professional Advisory Committee of the Jewish General Hospital and the Professional Advisory Committee of the Jewish Community Foundation. She is a co-lecturer in McGill Law School’s International Tax Course and Advanced Tax Seminar.

Minority shareholders of Recochem Inc.

Provided tax and corporate advice to Canadian and U.S. minority shareholders as well as option holders of Recochem Holdings, Inc., a Delaware corporation, regarding a restructuring of the group in connection with its acquisition of Adam's Polishes, LLC based in Colorado.

Recochem, Inc.

Acted for management of Recochem, Inc., a global leader in manufacturing, marketing and distributing aftermarket transportation and household fluids, in the acquisition of Recochem by an affiliate of H.I.G. Capital, a private equity investment firm from an affiliate of Swander Pace Capital.

Kimco Realty Corporation

Acted for Kimco Realty Corporation in connection with the sale by its affiliates of co-ownership interests and partnership interests in a portfolio of 18 shopping centres located in Alberta and British Columbia to Anthem Properties Group Ltd. for $413 million dollars.

Kimco Realty Corporation

Acted for Kimco Realty Corp. in connection with the sale of its 50% interest in Tillicum, a 468,533-square foot shopping centre located in Victoria, British Columbia, to RioCan REIT at a net purchase price of $58.9 million along with a possible future consideration to Kimco based on additional potential residential density.

Kimco Realty Corporation

Acted for Kimco Realty Corporation in connection with the sale of its interests in 22 shopping centres to RioCan Real Estate Investment Trust for a purchase price of $715 million.

Kimco Realty Corporation

Acted for Kimco Realty Corporation and certain of its wholly owned subsidiaries in connection with Kimco's sale of its interest in Brentwood Village in Calgary, Alberta and Grand Park in Mississauga, Ontario to RioCan Real Estate Investment Trust for an aggregate purchase price of $87.5 million, and Kimco's acquisition of RioCan's interest in Montgomery Plaza in Fort Worth, Texas for a purchase price of US$58.3 million.

Renewable Energy Systems Canada Inc.

Acted for Renewable Energy Systems Canada Inc. (RES) in connection with a financing arrangement with Pattern Energy. This transaction involved arrangements between RES and Pattern Energy concerning six wind farm development bids being made in response to an RFP by Hydro-Québec.

Joddes Limited and members of the Goodman family

Acted for Joddes Limited and members of the Goodman family, the largest shareholders of Paladin Labs Inc., in connection with the acquisition of Paladin Labs Inc. by Endo Health Solutions Inc. in a stock and cash transaction valued at approximately $3 billion.

Renewable Energy Systems Canada Inc.

Acted for Renewable Energy Systems Canada Inc. (RES), part of the St-Laurent Énergies consortium, consisting of EDF Énergies Nouvelles, Hydromega Services Inc. and RES, which was awarded five wind farm projects by Hydro-Québec Distribution representing a total capacity of 954 MW. These five projects represent a total anticipated investment in excess of $2 billion.

Bank of Montreal, Canadian Imperial Bank of Commerce and JPMorgan Chase Bank

Acted for Bank of Montreal, Canadian Imperial Bank of Commerce and JPMorgan Chase Bank and a syndicate of nine banks in connection with an amended and restated US$800-million revolving credit facility agreement with Gildan Activewear Inc.

CSX Corporation

Acted for CSX Corporation in connection with the Conrail spin-off transaction, which established direct ownership by CSX Transportation Inc. ("CSXT") of New York Central Lines LLC ("NYC") and the merger of NYC into CSXT.

Amot Investments Ltd.

Acted for Amot Investments Ltd. in the acquisition of a 50% interest in Phase 1 of E-Commerce Place, Montréal, Québec.

Bulletin

Estate Planning in Turbulent Times

Apr. 29, 2020 - With more than two-thirds of all Canadians self-isolating in a collective effort to flatten the COVID-19 curve of infection, estate planning is one of a number of planning considerations that are top of mind. Regardless of whether individuals already have a plan in place or have yet to commence...

Bulletin

Canadian Tax Laws: A Review of 2019 and a Look Ahead to 2020

Jan. 30, 2020 - Each year at this time we look back at some of the more significant income tax developments in Canada affecting domestic and international business over the past year and look ahead to possible Canadian tax developments in the coming year. Review of Canadian Tax Developments in 2019 Tax...

Speaking Engagement

Chartered Professional Accountants Canada, Accounting Study Group, “Canada-U.S. Tax Issuesˮ; Montréal, QC

Jan. 28, 2020

Article

Letter to the Editor: Recent Changes to Canada’s Income Tax Laws Affecting Cross-Border Trusts and Estates: An Update, co-author

Dec. 23, 2019 - Tax Notes International, Vol. 96, No. 12 (Tax Analysts)
Download this article.

Speaking Engagement

Canadian Tax Foundation, 71st Annual Tax Conference, “Federal and Provincial Tax Considerations Relating to Non-Resident Investment in Canadian Real Estate”; Montréal, QC

Dec. 02, 2019

Article

Recent changes to Canada’s Income Tax Laws Affecting Cross-Border Trusts and Estates, co-author

Oct. 28, 2019 - Tax Notes International, Vol. 96, No. 4 (Tax Analysts)
Download this article.

Speaking Engagement

Senior Estates & Trusts Practitioners’ Forum, “The Estate Freeze from Hell”; Toronto, ON

June 06, 2019

Article

Risks of Assigning a Trust Interest, co-author

June 01, 2019 - Canadian Tax Highlights, Vol. 27 No. 6
Download this article.

Speaking Engagement

Senior Estates & Trusts Practitioners’ Forum, “The Impact of US Tax Reform on Cross-Border Estate Planning”; Cambridge, ON

Oct. 15, 2018

Article

Canada-U.S. Investment: Canadian Tax Perspective - Elimination of 30-Day Requirement and Impact on Cross-Border Estate Planning, co-author

June 08, 2018 - Tax Management International Forum, Vol. 47, Issue 6 (Bloomberg TAX)
Download this article.

American College of Trust and Estate Counsel—International Fellow

Chambers High Net Worth Guide—Private Wealth Law: Canada

The Canadian Legal Lexpert Directory—Estate and Personal Tax Planning: Estate and Tax Planning

The Best Lawyers in Canada—Tax Law; Trusts and Estates Law (Lawyer of the Year 2017 and 2021, Montréal)

Who’s Who Legal: Canada—Private Client; Who’s Who Legal: Private Client

Bar Admissions

Québec, 1997

Education

McGill University, BCL/LLB, 1996
University of Western Ontario, BA (Administrative & Commercial Studies), 1992

Professional Affiliations

The American College of Trust and Estate Counsel, international fellow
Canadian Bar Association
Canadian Tax Foundation
International Fiscal Association
Society of Trust and Estate Practitioners

Board Memberships

Royal West Academy Foundation, former director
STEP Canada, 22nd National Conference Program Committee

Community Involvement

Planned Giving Professional Advisory Committee of the Jewish General Hospital, former member
The Jewish Community Foundation of Montréal, Professional Advisory Committee, former co-chair

Teaching Engagements

Rhonda is a co-lecturer at McGill University Faculty of Law’s International Tax Course and Advanced Tax Seminar.

Rhonda counsels clients on the tax aspects of mergers and acquisitions, corporate reorganizations and real estate transactions, both Canadian and cross-border, with a strong emphasis on estate planning.

Over her 20-year career, Rhonda has developed ongoing, close relationships with high-net-worth individuals, for whom she provides strategic, personalized estate and tax planning. Her clients include real estate owners and private companies.

Rhonda has served as a member of the Planned Giving Professional Advisory Committee of the Jewish General Hospital and the Professional Advisory Committee of the Jewish Community Foundation. She is a co-lecturer in McGill Law School’s International Tax Course and Advanced Tax Seminar.

Minority shareholders of Recochem Inc.

Provided tax and corporate advice to Canadian and U.S. minority shareholders as well as option holders of Recochem Holdings, Inc., a Delaware corporation, regarding a restructuring of the group in connection with its acquisition of Adam's Polishes, LLC based in Colorado.

Recochem, Inc.

Acted for management of Recochem, Inc., a global leader in manufacturing, marketing and distributing aftermarket transportation and household fluids, in the acquisition of Recochem by an affiliate of H.I.G. Capital, a private equity investment firm from an affiliate of Swander Pace Capital.

Kimco Realty Corporation

Acted for Kimco Realty Corporation in connection with the sale by its affiliates of co-ownership interests and partnership interests in a portfolio of 18 shopping centres located in Alberta and British Columbia to Anthem Properties Group Ltd. for $413 million dollars.

Kimco Realty Corporation

Acted for Kimco Realty Corp. in connection with the sale of its 50% interest in Tillicum, a 468,533-square foot shopping centre located in Victoria, British Columbia, to RioCan REIT at a net purchase price of $58.9 million along with a possible future consideration to Kimco based on additional potential residential density.

Kimco Realty Corporation

Acted for Kimco Realty Corporation in connection with the sale of its interests in 22 shopping centres to RioCan Real Estate Investment Trust for a purchase price of $715 million.

Kimco Realty Corporation

Acted for Kimco Realty Corporation and certain of its wholly owned subsidiaries in connection with Kimco's sale of its interest in Brentwood Village in Calgary, Alberta and Grand Park in Mississauga, Ontario to RioCan Real Estate Investment Trust for an aggregate purchase price of $87.5 million, and Kimco's acquisition of RioCan's interest in Montgomery Plaza in Fort Worth, Texas for a purchase price of US$58.3 million.

Renewable Energy Systems Canada Inc.

Acted for Renewable Energy Systems Canada Inc. (RES) in connection with a financing arrangement with Pattern Energy. This transaction involved arrangements between RES and Pattern Energy concerning six wind farm development bids being made in response to an RFP by Hydro-Québec.

Joddes Limited and members of the Goodman family

Acted for Joddes Limited and members of the Goodman family, the largest shareholders of Paladin Labs Inc., in connection with the acquisition of Paladin Labs Inc. by Endo Health Solutions Inc. in a stock and cash transaction valued at approximately $3 billion.

Renewable Energy Systems Canada Inc.

Acted for Renewable Energy Systems Canada Inc. (RES), part of the St-Laurent Énergies consortium, consisting of EDF Énergies Nouvelles, Hydromega Services Inc. and RES, which was awarded five wind farm projects by Hydro-Québec Distribution representing a total capacity of 954 MW. These five projects represent a total anticipated investment in excess of $2 billion.

Bank of Montreal, Canadian Imperial Bank of Commerce and JPMorgan Chase Bank

Acted for Bank of Montreal, Canadian Imperial Bank of Commerce and JPMorgan Chase Bank and a syndicate of nine banks in connection with an amended and restated US$800-million revolving credit facility agreement with Gildan Activewear Inc.

CSX Corporation

Acted for CSX Corporation in connection with the Conrail spin-off transaction, which established direct ownership by CSX Transportation Inc. ("CSXT") of New York Central Lines LLC ("NYC") and the merger of NYC into CSXT.

Amot Investments Ltd.

Acted for Amot Investments Ltd. in the acquisition of a 50% interest in Phase 1 of E-Commerce Place, Montréal, Québec.

Bulletin

Estate Planning in Turbulent Times

Apr. 29, 2020 - With more than two-thirds of all Canadians self-isolating in a collective effort to flatten the COVID-19 curve of infection, estate planning is one of a number of planning considerations that are top of mind. Regardless of whether individuals already have a plan in place or have yet to commence...

Bulletin

Canadian Tax Laws: A Review of 2019 and a Look Ahead to 2020

Jan. 30, 2020 - Each year at this time we look back at some of the more significant income tax developments in Canada affecting domestic and international business over the past year and look ahead to possible Canadian tax developments in the coming year. Review of Canadian Tax Developments in 2019 Tax...

Speaking Engagement

Chartered Professional Accountants Canada, Accounting Study Group, “Canada-U.S. Tax Issuesˮ; Montréal, QC

Jan. 28, 2020

Article

Letter to the Editor: Recent Changes to Canada’s Income Tax Laws Affecting Cross-Border Trusts and Estates: An Update, co-author

Dec. 23, 2019 - Tax Notes International, Vol. 96, No. 12 (Tax Analysts)
Download this article.

Speaking Engagement

Canadian Tax Foundation, 71st Annual Tax Conference, “Federal and Provincial Tax Considerations Relating to Non-Resident Investment in Canadian Real Estate”; Montréal, QC

Dec. 02, 2019

Article

Recent changes to Canada’s Income Tax Laws Affecting Cross-Border Trusts and Estates, co-author

Oct. 28, 2019 - Tax Notes International, Vol. 96, No. 4 (Tax Analysts)
Download this article.

Speaking Engagement

Senior Estates & Trusts Practitioners’ Forum, “The Estate Freeze from Hell”; Toronto, ON

June 06, 2019

Article

Risks of Assigning a Trust Interest, co-author

June 01, 2019 - Canadian Tax Highlights, Vol. 27 No. 6
Download this article.

Speaking Engagement

Senior Estates & Trusts Practitioners’ Forum, “The Impact of US Tax Reform on Cross-Border Estate Planning”; Cambridge, ON

Oct. 15, 2018

Article

Canada-U.S. Investment: Canadian Tax Perspective - Elimination of 30-Day Requirement and Impact on Cross-Border Estate Planning, co-author

June 08, 2018 - Tax Management International Forum, Vol. 47, Issue 6 (Bloomberg TAX)
Download this article.

American College of Trust and Estate Counsel—International Fellow

Chambers High Net Worth Guide—Private Wealth Law: Canada

The Canadian Legal Lexpert Directory—Estate and Personal Tax Planning: Estate and Tax Planning

The Best Lawyers in Canada—Tax Law; Trusts and Estates Law (Lawyer of the Year 2017 and 2021, Montréal)

Who’s Who Legal: Canada—Private Client; Who’s Who Legal: Private Client

Bar Admissions

Québec, 1997

Education

McGill University, BCL/LLB, 1996
University of Western Ontario, BA (Administrative & Commercial Studies), 1992

Professional Affiliations

The American College of Trust and Estate Counsel, international fellow
Canadian Bar Association
Canadian Tax Foundation
International Fiscal Association
Society of Trust and Estate Practitioners

Board Memberships

Royal West Academy Foundation, former director
STEP Canada, 22nd National Conference Program Committee

Community Involvement

Planned Giving Professional Advisory Committee of the Jewish General Hospital, former member
The Jewish Community Foundation of Montréal, Professional Advisory Committee, former co-chair

Teaching Engagements

Rhonda is a co-lecturer at McGill University Faculty of Law’s International Tax Course and Advanced Tax Seminar.