Wendi P. Crowe

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, acquisitions and divestitures, estate freezes and other restructuring. Wendi helps entrepreneurs transfer their business to a new owner, to key employees or to family members tax-efficiently. She prepares trusts for minors, spouses and dependent adults, family trusts, wills, powers of attorney and personal (health care) directives. Wendi advises individuals on owning U.S. property and planning for U.S. citizens and U.S. beneficiaries. Wendi also has extensive experience in probate and estate administration.

Wendi’s clients include private and family enterprises, large and small, ranging from professional service firms to construction, manufacturing and technology companies. Wendi understands the operational, regulatory, tax, succession and estate planning issues facing individuals and family enterprises.

Wendi’s practice in Corporate Law, and Trusts and Estates has been recognized by The Best Lawyers in Canada (2012 to 2024) and is BV rated in Martindale-Hubbell®.