Sheila Crummey is an experienced estate planning practitioner who has been advising high net-worth clients and their families for many years. She is a trusted adviser with experience in intergenerational wealth-transfer issues, including business succession planning, philanthropy, US-Canada cross-border planning, and using trusts to achieve a variety of estate-planning goals.
Sheila has been recognized as a leading trusts and estates lawyer by several legal publications, including the Canadian Legal Lexpert Directory, Best Lawyers, and Expert Guides.
Sheila provides practical advice and counsel to clients in a number of areas:
- Estate and tax planning: helping high net-worth clients to achieve estate planning goals through complex wills and trusts and advising on planning for incapacity.
- Estate administration: advising executors of complex estates to enable them to fulfill duties and manage risk; advising beneficiaries of their rights under wills and trusts.
- Estate and trust litigation support: providing support to estate and trust litigators to achieve the best results for our clients.
- Charities and not-for-profit: advising private and public charities on risk management and advising high net-worth clients to achieve philanthropic goals tax effectively.
Sheila has co-chaired the annual Estates and Trust Summit sponsored by LSUC since 2008. This conference is attended by over 400 practitioners in Ontario each year to keep abreast of the latest developments in estate planning and estate administration. She is a frequent speaker at estate planning conferences sponsored by LSUC and the Ontario Bar Association, and has been a contributor to Buttwerworth’s Looseleaf Service Financial and Estate Planning for the Mature Client in Ontario since it was first published in 1997. Sheila co-authored Who Will Take Over the Business? Succession Planning for the Canadian Business Family, published by John Wiley & Sons in 2012, with other leading practitioners in the field of business-succession planning.
Sheila has provided significant pro bono services to charities in the GTA over the past 15 years, assisting not-for-profits to become registered as charities and to navigate the regulatory system in Canada when they cannot afford to pay for legal advice.