Best Lawyers in Canada for Trusts and Estates
Shelley has a depth of knowledge in Wills, Trusts and Estates with a focus on: estate planning US/cross border planning estate administration estate dispute resolution elder lawtrust planning guardianship and trusteeship matters She is adept at guiding clients smoothly through a process that can be stressful and complicated. She believes in educating people, creating efficient solutions that work for her client’s specific concerns, and collaborating with their trusted professionals to r...
Sarah Fitzpatrick’s practice focuses on the areas of charities and not-for-profits. She provides general advice to these clients, to assist them in carrying out their missions and mandates. Sarah counsels charities and not-for-profit clients on governance matters, tax and regulatory compliance, social enterprise and gift planning. She also assists clients with general corporate legal matters including major business contracts, transactions and restructuring. Sarah's practice is recogniz...
Robert Korne is a lawyer recognized by Best Lawyers in the practice areas of Tax Law and Trusts and Estates. Robert practices law in Montréal, Quebec Best Lawyers has recognized Robert Korne since 2020. The Best Lawyers recognition is based on a peer-review survey of lawyers in the same geographic region and legal practice area. The recognition reflects the professional regard in which Robert Korne is held by other lawyers.
Louise Houle puts her invaluable experience at your disposal to keep your assets safe. Louise is an experienced lawyer in the taxation team. Her practice focuses on tax and estate planning, especially for families holding real estate in Canada, the United States and Europe. She also advises wealthy families on matters pertaining to trusts as well as Canada-United States cross-border tax planning. Louise has extensive experience in complex national and international business structuring and in...
Mae Chow’s commitment to client relationships, her community, and delivering legal solutions are what make her a reliable ally for small- and mid-sized business owners, families, and agribusinesses. With over 30 years of experience in real estate, business, estate planning and estate administration, Mae is a knowledgeable and dependable advisor who takes a takes a personal interest in her clients’ well-being. With life-long ties to Drayton Valley, Mae’s contributions to the ...
Growing up working Saturdays and summers in the small business his father started, Richard experienced firsthand the things that are needed to keep a business going. Early mornings. Hard work. Keeping customers happy. Today, with a legal practice focused on providing tax, trust and estate advice, Richard still draws on those early lessons, recognizing that he is dealing with people’s livelihoods and families. He works with our clients to define their family, business and tax objectives ...
Dwight Dee, TEP, has a business law and estates and trusts practice with a focus on private client services. Dwight works with individuals and families in the areas of estate and incapacity planning, trusts, succession planning, and elder law matters. Dwight also has extensive experience in all aspects of business law. Dwight regularly assists clients with the preparation of wills, enduring powers of attorneys, family trusts, alter ego and joint spousal trusts, and healthcare representation a...
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...
With more than 30 years of knowledge and experience, Don provides guidance to family-owned businesses and high net worth individuals in Ottawa and the surrounding region. His areas of practice include corporate law, wills, trusts, and succession planning, with a primary focus on the creation of tax-effective structures for the accumulation and transfer of wealth. Clients appreciate his accessibility, judgment, quality of work, and proactive approach in addressing their needs. Don studied math...
Wendi Crowe’s practice focuses on tax, business succession planning, trusts and estate planning, to address the complexities of today’s families. She uses a practical, holistic and collaborative approach to assist owner-managers in achieving their business succession goals. Wendi advises clients at all stages of the business life cycle, including incorporation and ownership structure, partnership and shareholder agreements, employee profit-sharing plans and stock options, acquisit...
Rebecca Morse is a Partner in Vancouver, British Columbia, with Farris LLP. Her practice includes Construction Law, Corporate and Commercial Litigation, Insolvency and Financial Restructuring Law, and Trusts and Estates. She advises clients on a broad range of civil litigation matters, including contractual disputes, construction disputes, insolvency and restructuring proceedings, estate and trust disputes, and international trade matters. Rebecca is recognized by The Best Lawyers in Canada f...
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 ...
Katherine Ratcliffe is a trusted advisor to high-net-worth individuals, families, and business owners on their estate, trust, and tax matters. She develops sophisticated, client-centric planning strategies that reflect legal precision, practical insight, and a deep understanding of clients’ particular objectives. Katherine’s practice focuses on complex estate planning, trust and corporate structuring, business succession, and post-mortem tax planning. She regularly prepares bespok...
Gail Black’s tax-based private client services practice focuses on trusts and estate planning and administration including Wills, substitute decision-making, various trusts, charitable planning and probate matters. As an active member of both the BC and Alberta Law Societies, she also advises on cross-provincial estate planning and administration matters. Working with US counsel, she assists clients on the tax-effective planning and administration of estates with US components including...
Matthew Rendely is a Partner and co-lead of the Estate Litigation practice group at Loopstra Nixon LLP. He practices exclusively in wills, estates, trusts, powers of attorney, guardianship, and capacity-related litigation. Matthew is well regarded by his peers for his contributions to and achievements in estate litigation. He has been recognized in the Canadian Legal Lexpert Directory for Estates & Personal Tax Planning — Litigation, Best Lawyers, and the Chambers High Net Worth Gui...
Our Methodology
Recognition by Best Lawyers is based entirely on peer review. Our methodology is designed to capture, as accurately as possible, the consensus opinion of leading lawyers about the professional abilities of their colleagues within the same geographical area and legal practice area.
The Process
Best Lawyers employs a sophisticated, conscientious, rational, and transparent survey process designed to elicit meaningful and substantive evaluations of the quality of legal services. Our belief has always been that the quality of a peer review survey is directly related to the quality of the voters.
