181 Bay St, Suite 1800, Brookfield Pl, Toronto, ON
Year called to bar: 1998 (ON)
Partner and member of the firm’s Estates & Trusts and Tax Groups. Focuses on trusts and estates, personal tax planning, charities, and not-for-profit law. Advises clients on tax, trusts, estate planning and administration, preparation of wills, power of attorney documents, business succession, and insurance planning. Significant experience with cross-border planning for clients with US or other foreign connections. Works with families with disabled children to plan and structure their estates appropriately. Advises charities and donors on planned giving, philanthropic programs, administration of bequests, and other gifts. Holds the Trust and Estate Practitioner (TEP) designation and is recognized by Chambers & Partners, Best Lawyers, Who’s Who Legal, Expert Guides, and Lexpert®. Active member of the Society of Trust and Estate Practitioners for many years, currently Director and Deputy Chair of STEP Canada. Fellow of The American College of Trust and Estate Counsel. Past President of the Toronto Estate Planning Council. Member of the CBA/OBA (Trusts & Estates Section, Tax Section, Charities Section), the Canadian Association of Gift Planners, the Conference of Advanced Life Underwriters, the Canadian Tax Foundation, and The International Academy of Estate and Trust Law.