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