I am able to skillfully manage challenging areas of estate and trust law while delivering advice that is comprehensive, practical, and tailored.
My services include the preparation of wills, powers of attorney, and trusts (including alter ego trusts, Henson trusts, insurance trusts, and spousal trusts). I advise clients on methods to minimize income tax and estate administration tax payable on death, and how best to structure their estate plan to avoid unnecessary cost and conflict. I routinely work with our tax team to implement creative estate planning strategies in a seamless manner.
I have experience with complex estate administration, for both large and small estates, including cross-border and multijurisdictional estates. I provide guidance to estate trustees through all stages of the estate administration process, including applications for probate, executors’ compensation and the preparation of estate accounting.
I have earned the Trust and Estate Practitioner (TEP) designation from the international Society of Trust and Estate Practitioners (STEP) and am regularly invited to speak as a legal expert, including on the air for a popular talk radio program.
Outside of the practice of law, I enjoy gardening and spending time with my husband and two daughters.
Memberships and Affiliations
- Ontario Bar Association
- Society of Trust and Estate Practitioners (STEP)
- Law Society of Upper Canada