181 Bay St, Suite 1800, Brookfield Pl, Toronto, ON
Year called to bar: 2010
Co-Practice Group Leader of the firm’s Tax Group and Estates & Trusts Group. Member of the Estates & Succession Planning Group. Her practice focuses on estate, income tax and succession planning, including cross-border planning, planning to reduce estate administration tax, the preparation of wills, powers of attorney and trusts, and assisting with estate administration. Offers thoughtful and effective planning for clients ranging from young families who are just starting out to multi-generational families who are looking for effective ways to transition assets to the next generation. She enjoys navigating the complexities that arise in complicated and layered family structures, such as the dynamics that are present in blended families. Significant experience with cross-border planning for clients who have US or other foreign connections. Frequently writes and speaks on topics involving tax, estate planning and business succession planning for audiences such as insurance and financial advisers, accountants, professionals and fellow lawyers. Holds the Trust and Estate Practitioner (TEP) designation, is the recipient of the 2023 Hoffstein Book Prize in the OBA Trusts & Estates Section and is recognized as a leading lawyer by The Best Lawyers in Canada.