Find Lawyers in Toronto, Ontario for Trusts and Estates
Practice Area Overview
Wealth accumulation, preservation, and enjoyment may include the use of Trusts or corporate structures to split income or pass future growth to the next generation while preserving a client’s access to income and capital for financial security and personal philanthropy during their lifetime. Succession of wealth involves proper Will planning for the transfer of assets to surviving family members. This may include the administration of assets through testamentary Trusts to avoid premature vesting, or to take advantage of income splitting and asset protection opportunities, and the sharing of family wealth with favourite charities in a tax efficient manner. Trusts established during a client's lifetime, or through their Will, also may be of value when planning for the equitable distribution of assets among members of blended families or the care of minors and incapable adults, and to encourage the responsible transmission of wealth.
Trust and Estate administration services include assisting the personal representative to obtain Probate of a Will, or Letters of Administration if no Will is found, and advising as necessary on administrative responsibilities. This includes advice concerning the gathering of assets, payment of liabilities, the establishment of any trusts designated by the terms of a Will, and communicating with beneficiaries regarding accounting and distribution matters. It may include advice to individual or corporate executors and trustees relating to the administration of ongoing trusts or with regard to the interpretation and implementation of the trust terms. Trust and Estate lawyers will have the ability to advise and represent personal representatives, or estate beneficiaries, in all aspects of estate administration, and in the event a dispute arises, they will assist in resolving contentious matters.
Caroline Abela specializes in complex business and estate litigation matters. Focusing on commercial and corporate litigation and estates and trusts litigation, Caroline represents clients ranging from large corporations and institutions to small business owners and professionals. Caroline has appeared as counsel before all levels of courts in Ontario and the Federal Court of Canada. Caroline has been named in the Who’s Who Legal for Asset Recovery and in the Canadian Legal Lexpert Dire...
Kristine founded Fern Law in 2023 and brings over 20 years of experience to her practice. She focuses on trusts and estate litigation as well as estate planning and the intersection of these two areas with family law. Kristine delivers effective and creative advice on estate matters, dependant support claims, power of attorney disputes and guardianship applications. In family law matters, Kristine focuses on elderly persons with capacity issues that may require advice and representation. Kris...
Jordan is a Certified Specialists in Estates and Trusts Law and an Adjunct Professor of Law at Osgoode Hall Law School in Toronto, Canada. Lexpert rates Jordan as one of its top recommended estate lawyers in Canada as well as being rated as a Best Lawyer in Canada. In addition to his planning and administration practice, Jordan is Senior Associate Counsel to Hull & Hull LLP and a senior mediator with Hull Estate Mediation Inc. He is a Past Chair of the Ontario Bar Association - Trust and ...
Risa is a partner at Torkin Manes. She focuses her practice on estate planning, including the preparation of wills, powers of attorney and trusts, and estate administration. Risa advises clients on strategies to minimize income tax and Estate Administration Tax and attends to the structuring and implementation of the plan.Risa works closely with the firm’s corporate and tax lawyers and the clients’ advisors in advising business owners with respect to business succession planning. ...
Karon Bales is a founding partner of Bales Beall LLP whose experience speaks for itself. Her practice is centred on family law, wills and estate issues. Her experience in trial and appellate advocacy in family law and estate matters is extensive, particularly with those involving partnerships, business corporations and commercial issues. Karon also provides sound guidance with estate administration and planning, domestic and off-shore trusts, and succession planning for owners of family busin...
Maureen Berry’s practice is focused on wills, estate planning, domestic and international trusts, private corporation taxation, and executive compensation. Maureen also advises charities and non-profit organizations. Working with Canadian and international families, firms, corporations and charitable organizations, she provides advice on all aspects of private client matters, including inter vivos trust and will planning, post-mortem planning, donation planning, as well as succession pl...
Howard's practice focuses on estate litigation and in-person and online mediation of estates disputes with extensive experience in all aspects of estate planning and administration. In addition to a busy estate litigation and mediation practice, Howard provides estate planning advice and advises on wills and powers of attorney to middle and high net-worth individuals in person and using digital means. Howard is passionate about the law and about giving back to the legal community. He is a reg...
Kelley is an experienced litigator dedicated to providing personalized service and finding solutions for her clients. Her practice covers guardianship and power of attorney litigation, health and mental health law, and estates and trusts. As well, she is a strong advocate for disability rights and social justice, representing elders, persons under disability, and their supportive family members. Kelley regularly appears as counsel at all levels of Ontario courts and before numerous administra...
Clare Burns is a senior trusts and estates litigator. She served as the Children's Lawyer for the Province of Ontario from 2003 to 2008 pursuant to an Order-in-Council appointment. As the Children's Lawyer, Clare's office was responsible to investigate, advocate, protect and represent persons under the age of 18 in proceedings before the courts and tribunals of Ontario. In this role, she supervised more than 11,000 cases including variations of trust, will challenges, passings of accounts, gu...
Laura provides passionate and dedicated representation for clients who find themselves faced with death, financial vulnerability, or capacity concerns. Laura first became interested in estates law while clerking at the Ontario Superior Court in Toronto, where she worked on a variety of estates matters, from routine probate applications to more complex disputes. Since her call to the bar in 2015, Laura has practiced exclusively in the area of estates, trusts and capacity litigation, and has re...
Angela is a fierce advocate for people affected by death and diminished mental capacity. Her professional peers voted to recognize her as one of Canada’s leading lawyers for estate litigation in Lexpert magazine. Her clients appreciate Angela’s ability to tell their story in a compelling way, and her “committed, supportive work” on their behalf. Her clients include trust companies, charities, government agencies, the Office of the Children’s Lawyer, individuals a...
Kelly Charlebois is an experienced estate and trust litigator with expertise in complex and multifaceted cases. She is a tenacious advocate who persuasively and effectively advances her clients’ interests and achieves positive and cost-effective results for them in a broad range of areas. Kelly's clients praise her strategic approach to handling their files. Kelly has particular expertise in matters relating to estates, trusts, and fiduciary and capacity-related proceedings. Kelly has s...
Jessica is a partner at Bales Beall LLP whose practice is devoted to advising Canadian and international clients on a wide range of estate and trust matters. This work includes drafting Wills, trusts, and Powers of Attorney and providing guidance to executors and beneficiaries. In addition to legal work, Jessica is actively involved in the community. She was a member of the trusts and estates executive of the Ontario Bar Association for many years and currently sits on the programming committ...
Brian Cohen is a partner and lawyer in Gowling WLG’s global Private Client Services Group. Based in Toronto, he assists clients in the areas of estate planning, trusts and personal taxation, with a focus on advising high net worth individuals on succession planning alternatives. Brian also advises donors, charitable organizations, public and private foundations, and not-for-profit organizations regarding the tax implications of formation, registration, governance and planned giving stra...
Bob brings a rare combination of talents to his clients’ real estate and estate planning objectives by drawing on his wealth of legal experience, results-oriented approach, and formidable negotiation skills. Dedicated to providing the highest level of service to his clients - something seldom seen these days - Bob’s clients trust him to provide timely, pragmatic solutions to their legal and business concerns. Major commercial real estate investors acquiring and selling apartment b...
Nicole D’Aoust is a partner specializing in charity and not-for-profit law. She has particular expertise advising private clients on the structuring and implementation of legacy, philanthropic, and planned giving matters. This includes structuring private foundations as trusts and corporations, advising on gifts of cash, shares, real estate, and other types of property, drafting gift agreements, and advising on operational matters such as governance, financial statements, gifting to qua...
Justin is the Principal of de VRIES LITIGATION LLP. Justin was a partner at Fraser Milner Casgrain LLP (now Dentons LLP) and a partner and counsel at Hull & Hull LLP. He is the founder of allaboutestates.ca; a popular collaborative blog on estate and trust matters. Justin is a member of the Society of Trust and Estate Practitioners (STEP), the Advocates’ Society, the Estate Planning Council of Toronto, and the Estate Planners’ Council of Halton. He has consistently been named ...
Linda is a partner at Torkin Manes and chairs the firm's Not-for-Profit and Charities Law practice group. She counsels a wide range of not-for-profit organizations and charities (including charitable organizations and private and public foundations). Her clients include professional and industry associations, self-regulated bodies and organizations in such fields as religion, health, education, social services, poverty abatement, childcare, athletics and recreation.Linda acts as external gene...
Joanne is Counsel in Minden Gross LLP's Wills and Estates Group where she focuses on a wide range of estate, trust, and personal tax planning matters. She has significant experience advising high net worth clients, entrepreneurs, professionals, and private companies on an array of estate and trust planning issues. Alongside preparing wills for clients, Joanne also advises on powers of attorney for personal care and property, establishing testamentary trusts, and estate planning and administra...
Robert Hayhoe is a leading adviser in the charities and non-profit sector in Canada. He provides both general counsel and specialized tax advice to charities and not-for-profit organizations across Canada. Robert advises clients on the tax law governing charitable registration and non-profit status. He has experienced dealing with the complex law governing foreign expenditures and activities by Canadian charities, and with establishing structures to permit foreign charities to work and fundra...
Executive Summary As a partner in the Tax and Estate Planning Group, Lindsay practises in the area of personal tax and estate planning, estate administration and estate litigation. She regularly advises her clients on a wide range of matters including wills, trusts, domestic contracts, powers of attorney, mental incompetency proceedings, court audits, estate and trust taxation and post-mortem estate planning. Lindsay has lectured extensively on tax and estate planning at the Canada Tax Confer...
M. Elena Hoffstein, FEA, has a practice focused in all areas of estate planning, family business succession planning, corporate reorganization both pre and post mortem planning. She also advises on cross border and international matters, will, trusts and marriage contracts. Elena is also a recognized leader in charity law advising both charities and donors on effective legislative, tax and regulatory matters and on tax effective charitable gifting. Elena frequently advises clients on family b...
Ian Hull co-founded the firm with his father, Rodney Hull, in 1998. Ian also maintains a mediation practice through Hull Estate Mediation Inc. Ian is a lecturer at the Ontario Bar Admission Course and guest lecturer for the Canadian Bar Association and the Law Society of Upper Canada. Ian is also the author of numerous articles and has written four books on estate law issues. All books and articles can be found on our website .
Pia Hundal is a partner in Miller Thomson LLP's Litigation and Dispute Resolution group, with a practice that focuses on estate and trust litigation, including will challenges, will interpretation, passing of accounts applications, dependent’s support claims, power of attorney disputes, guardianships, trust litigation and alternative dispute resolution. Pia also acts as a mediator in estates disputes. Prior to joining Miller Thomson LLP, Pia practiced family law, estates and civil litig...
Joan is a Partner in Minden Gross LLP's Tax Group and has extensive experience in domestic and international tax planning. Both highly detailed and experienced, Joan has the unique ability to see the big picture while drilling down to the finest points of a client's needs. Joan chose tax as her specialty for its analytical nature. In tax, the rules are always changing and Joan really enjoys the challenge of keeping up-to-date. Joan is a frequent lecturer for professional and commercial organi...
Jacob began his legal career at one of the world’s largest law firms, practicing in the areas of estate and commercial litigation. He then focused exclusively on estate litigation at a well-known boutique firm, eventually becoming a partner, before joining Donovan Kochman LLP. Jacob has acted as section 3 counsel and appeared before various levels of court, including the Superior Court of Justice and the Court of Appeal for Ontario. He is a knowledgeable and tenacious advocate who striv...
Jonathan Lancaster’s litigation practice is focused on corporate commercial litigation, commercial real estate litigation, lease arbitrations, banking law, product liability litigation, professional negligence and estate litigation. Jonathan has a broad commercial real estate and estate litigation practice. Acting successfully as counsel in Ontario cases, Jonathan has advised on a broad array of real estate litigation issues, including mortgagee and tenant rights/priorities, rights of f...
Shaun practises corporate commercial litigation, including shareholder and partnership disputes, fraud cases, franchise litigation, estate litigation and real estate disputes. He is an experienced trial and appellate counsel and has successfully represented clients before all levels of court in Ontario, as well as before administrative and arbitral tribunals. Shaun also has extensive experience with fast-moving cases involving Mareva and injunctive relief. Shaun is a member of the Commercial ...
David M. Lobl is a partner and litigation lawyer in Gowling WLG’s global Private Client Services Group. Based in Toronto, his practice is focused on litigious estate, trust and capacity matters, including estate administration, fiduciary, estate and capacity litigation and alternative dispute resolution. Recognized for his trusts and estates expertise by the Canadian Legal Lexpert Directory and Best Lawyers in Canada, David represents trust companies, government agencies, guardians of p...
Darren Lund’s practice is focused on a range of estate planning, estate administration, and private client service matters. Darren regularly assists clients with complex multiple will planning, family trusts, alter ego and joint partner trusts, marriage contracts and cohabitation agreements, estate freezes and business succession, charitable gift and tax planning, planning for disabilities, cross-border planning, powers of attorney, and estate planning aspects of assisted reproduction a...
Lucy E. Main advises Canadian and international clients on a wide range of estate and trust matters, including drafting estate planning documents, establishing private charitable foundations for individuals and families, helping with the administration of estates, assisting in the setting up and maintenance of trusts and providing support to litigators in contentious matters. In 2016 she was awarded the Hoffstein Book Prize by the Ontario Bar Association (OBA) for her contributions to these a...
Susan Manwaring is a recognized leading expert advising social enterprises, charities and non-profits in her practice. Susan provides both general counsel and specialized tax advice to her clients across Canada and internationally. Susan is the national lead of the Social Impact Group at Miller Thomson. Susan has particular expertise in complex issues and provides sophisticated advice on social enterprise and social finance issues. Susan worked on the first two provincial or federal governmen...
Andrea McEwan is a Partner in the Wills, Trusts & Estates Practice Group at WeirFoulds LLP. Practising exclusively in the areas of wills, estates, trust, fiduciary and capacity-related litigation, Andrea possesses a deep knowledge of matters pertaining to passing of estate, attorney, guardian & fiduciary accounts, probate applications, guardianship issues, power of attorney disputes, and end-of-life and treatment decisions; and matters of elder law. Andrea represents a wide range of c...
David is proud to represent the fourth generation of Mills to practice at the firm since its founding in 1884. He is a great-grandson of Alexander Mills, K.C., one of the founders of the firm, grandson of Ralph S. Mills, Q.C., and a son of J. Paul Mills, K.C. David served his articles with Mills & Mills LLP, joined the firm following his call to the Bar and became a Partner in 2006. David’s practice is focused on estate law. As an estate lawyer, David provides a comprehensive range ...
Sheila practices in all areas of estates and trusts litigation, and has built a reputation as a skilled and tenacious advocate. She is pragmatic, and clients value her knack for getting to the heart of an issue, and providing results-driven and cost-effective legal advice. Sheila acts for individuals and their families, trust companies, and charitable organizations in all aspects of estates, trusts, and capacity-related matters. Sheila is active in the legal community and frequently writes fo...
Angelique helps clients resolve legal issues that can arise following the death or incapacity of loved ones. In these circumstances, feelings of sadness or anger can be overwhelming. Angelique listens carefully to her clients in order to really understand what they need, and then pursues their goals relentlessly. Former clients describe her as an astute negotiator who is very creative, caring, strong, witty and “a warrior in the truest sense of the word.” Angelique became interest...
Lynne O'Brien is a litigation lawyer based in Toronto. She has a broad commercial litigation and advisory practice in the areas of financial services, corporate governance, insolvency, securities regulation and fraud.Lynne also practises estate litigation, providing advice on a range of issues, including will challenges, dependent support and guardian applications, contested passing of accounts, estate administration and disputes involving trusts.She frequently conducts investigations for cli...
Executive Summary Jim is a member of the Non-Profit and Charities and the Tax and Estate Planning Groups. He has extensive experience advising clients in areas of personal tax, corporate tax, estate planning, wills and trusts, estate administration, charities and not-for-profit organizations, including planning for charitable donations. He assists clients in resolving complex disputes with tax authorities at both federal and provincial levels. On behalf of the CBA, Jim has prepared numerous s...
Suzana Popovic-Montag is the Managing Partner of Hull & Hull LLP, who practices exclusively in the areas of estates, trusts, capacity and fiduciary litigation. She also maintains a specialized mediation practice through Hull Estate Mediation Inc., focusing on pre-death and post-death estate resolutions. Suzana has an LL.B. from the University of Western Ontario and an Honours B.A. from Wilfrid Laurier University. She received mediation training at Harvard Law School. Suzana was called to ...
When lawyers and financial advisors have complicated estate and guardianship problems, they call Margaret. Specialized work in complex, high-conflict family estate and guardianship situations, international estate administration matters, and difficult estate planning scenarios are Margaret’s chosen practice area. As an advocate, client counsel and as a mediator, Margaret is a problem solver, using all of the available tools to achieve solutions that work. When necessary, she is ready, a...
Rahul Sharma advises international and Canadian clients on a variety of tax, trust, and estate planning matters. He is particularly experienced with cross-border and international trust and estate matters, as well as matters involving offshore or non-resident trusts with ties to Canada. Rahul also counsels high net-worth individuals, as well as corporations, trusts and estates on Canadian income tax matters, including succession planning for closely held businesses. As part of his practice, R...
David Morgan Smith joined Rodney Hull, Q.C. and Ian Hull in their estate litigation counsel practice in September 1997. In August 1998, Rodney and Ian, together with David as associate, founded Hull & Hull. In January 2006, David became a partner of Hull & Hull LLP. David also maintains a mediation practice through Hull Estate Mediation Inc. David was an instructor at the Ontario Bar Admission Course (Estates and Trusts) from 1998 to 2005. He is a frequent guest lecturer for both Law ...
Christopher Steeves is the Leader of the firm’s Tax group and is a member of the firm's Partnership Board. Frequently advising Canadian businesses in corporate restructurings and acquisitions, Christopher also assists with income tax aspects of complex domestic and cross-border financings, and financial instruments including derivatives, securities lending and collective investment funds. With expertise in transfer pricing and the resolution of disputes with Canadian tax authorities, Ch...
Debra Stephens is Counsel to WEL Partners and practices exclusively in the following areas: Passing of Accounts, Guardianship, Fiduciary appointments and representation, Estate administration and Mediation. She was called to the Bar of Ontario in 1982. Her practice initially focused on family, estate, trust and guardianship issues. Since 1998 she has specialized in estate litigation, administration and planning. Debra has worked in private legal practice for most of her career. Prior to joini...
David Stevens is partner in the business law department in the Gowling WLG Toronto office. David is a tax lawyer, focussing on corporate and international tax planning, personal and private company tax planning, trust taxation, charities and not-for-profits, and mining. David's clients include high net worth individuals and their families, regsitered charities, not-for-profit organizations, and trust companies. David advises clients on business succession planning, estate planning and estate ...
Alex is a Partner at Bales Beall LLP. His practice is focused on estate litigation and complex estate administration issues. He appears regularly in the Ontario Superior Court of Justice, and has represented clients in significant mandates involving estate administration disputes, will challenges and interpretation proceedings, and dependent's relief claims. Alex also represents clients in matters involving guardianship and power of attorney disputes, many of which involve family law elements...
Andrew Valentine’s charities and non-profit law practice focuses on providing advice to organizations on issues including gift planning, incorporation and registration, ongoing compliance matters, and audits. Andrew also deals extensively with non-profit corporate governance and corporate structuring issues, advising on corporate restructuring, directors’ duties and liabilities, governance best practices, bylaws and policies, and membership disputes. Andrew has expertise in social...
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