Our Services
Estate Planning
Flexible, personal service
Deciding how to provide for your loved ones after death can be overwhelming. I guide clients through the process, and provide estate planning services for all stages of life, drafting wills, trusts and powers of attorney depending on your unique circumstances:
Addressing tax concerns
Navigating international complexities
Planning for disabled or dependent family members
Preparing estate plans that reflect client values and wishes
Working with blended families
Succession planning for family businesses
Managing artistic works, intellectual property and digital assets
Estate Administration
Attentive guidance
Estate administration often takes place in the midst of sudden family change and grief. I offer support and guidance to estate trustees and their families through the process of administering estates, regardless of complexity:
Identifying steps that need to be taken immediately after death
Applying for probate with or without a will
Communicating with beneficiaries
Understanding record keeping obligations
Navigating international estates and working with international families
Managing estate debts, tax filings, sale of assets
Advising beneficiaries on their rights
Estate & Incapacity Litigation
Experienced representation
Disputes about end of life care for older adults, and estate disputes, are emotionally and financially complicated. I offer practical, fair representation for all estate and capacity law litigation:
Guardianship applications and disputes about mental capacity
Estate, trust and power of attorney accounting
Will challenges, will interpretation applications and rectifications (correction of errors)
Beneficiary and trustee disputes
Support and Family Law Act claims
Elder law disputesProvision of legal opinions and independent legal advice
Mediation & Facilitation
Insightful, compassionate dispute resolution
Elder caring issues, capacity law disputes, and contested estate administration can drain family resources and strain relationships. I am passionate about using mediation to create practical and effective solutions to complex legal issues.
My mediation style is focused on enhancing people’s ability to problem solve in a timely, affordable way that preserves relationships where possible.
My training is extensive, and includes:
Harvard Law School - certificates in Mediation, Negotiation and Leadership
University of Windsor Faculty of Law - Executive Certificate in Conflict Management
Ontario Association for Family Mediation – Elder Mediation training
Toronto’s Stitt Feld Handy Group - dispute resolution training
Dr. Cheryl Picard - insight mediation training