Lucy is a partner in the firm’s Trusts and Estates Planning Group and a Trust and Estate Practitioner (TEP) as designated by the Society of Trust and Estate Practitioners (STEP). In 2016 she was awarded the Hoffstein Book Prize, an award presented by the Ontario Bar Association (OBA) to recognize accomplishments and contributions in the areas of Wills, trusts and estates.
Lucy’s practice is devoted to estate and trust planning and administration matters and she advises Canadian and international clients on a wide range of estate and trust matters, including:
- drafting estate planning documents, including Wills, Continuing Powers of Attorney for Property and Powers of Attorney for Personal Care;
- working with family businesses and closely-held private companies with regard to their tax and business succession planning;
- establishing private charitable foundations;
- advising clients on methods in which to minimize income tax and estate administration tax (i.e. probate fees) payable on death;
- counselling beneficiaries of estates, executors of estates, trustees of trusts and attorneys for property and personal care;
- helping with the administration of an estate (i.e. the probate process);
- assisting in the setting up and maintenance of domestic and international trusts; and
- providing support to litigators in contentious estate and trust matters (e.g. Will challenges, passing of accounts, testamentary capacity disputes, guardianship, dependant’s relief claims, etc.).
Since her call to the Bar Lucy has been actively involved in several Canadian and international associations with an emphasis on trust, estate and tax legal matters. Between 2009 and 2014 she was an executive committee member of the Ontario Bar Association’s Taxation Law Section, between 2009 and 2011 was a committee member of its Trusts and Estates Law Section and since 2011 has been an executive committee member of its Trusts and Estates Law Section. Between 2011 and 2013 Lucy was a member of the steering committee of the Toronto chapter of the Canadian Tax Foundation’s Young Practitioners Group and in 2013 was invited to join its Ontario Conference (“The Definitive Tax-Planning Conference for Advisors to Owner-Managed Businesses”) organizing committee. Lucy co-founded the Toronto Junior Trusts and Estates Practitioners’ Group (JTEPG) comprising estate planners and litigators in Toronto who meet monthly to discuss current trust and estate matters. For several years Lucy has been engaged in the work of the Association Internationale des Jeunes Avocats (AIJA) and was its Canadian representative from 2013 to 2016.
Lucy has written and co-authored articles and chapters for Trusts and Trustees, STEP, Journal of International Tax, Trust and Corporate Planning and Canadian Tax Focus among other Canadian and international publications. Lucy has presented at a number conferences in Canada and abroad including for AIJA, Law Society of Upper Canada, Ontario Bar Association and American Law Institute/American Bar Association.
Lucy has contributed to a number of community organizations. For two years she was a member of the board of directors of the Paprika Festival, a Toronto based youth-led performing arts festival. She was a member of the organizing committee of the 2015 DECANT Gala in support of Cystic Fibrosis Canada (Toronto & District Chapter) and the Toronto Public Library’s Law at the Library, a committee working to create a series of legal education courses across the city for the general public. She is currently a director of The Toronto Commandery Hospice.