Practice Area: Trusts, Estates & Estate Planning

Aakriti Dewan

Aakriti assists clients in tax, trust, and estate planning with a focus on U.S./Canada cross-border transactions. She also assists U.S. citizens and green card holders with expatriation tax issues. Prior to joining Legacy, Aakriti was in Ontario practicing exclusively in Canada/U.S. Cross-Border tax, trust, and estate planning for high-net-worth individuals. Aakriti earned her Master of Law Degree from Osgoode Hall Law School in International Business Law with a focus in Tax Law in 2020, where she was a Research Assistant in cross-border and international tax to the Director of her LL.M. program. Before moving to…

Kate Marples

Kate’s practice focuses on the areas of trust and estate planning, personal and corporate tax planning, corporate reorganizations and charitable gift planning.  She routinely assists clients with estate freezes and family trusts, and a broad range of other estate planning trust matters. After graduating with a Bachelor of Arts degree from UBC in 2001, Kate received her law degree with honors from the University of Ottawa in 2004.  She was called to the Bar in British Columbia in 2005 and has practiced in Vancouver in the areas of tax and estate planning since then. Kate is an adjunct professor at UBC’s…

Georgia Barnard

Georgia is a member of our Trusts, Estates and Estate Planning practice group. Georgia works with clients to craft estate plans personalized to their individual circumstances and priorities. She also helps clients navigate the legal system after someone passes and advises on the ongoing administration of estates and trusts. Georgia received her Bachelor of Social Sciences from the University of Ottawa in 2013 and her law degree from the University of British Columbia in 2017. Georgia clerked at the Federal Court of Canada and then was called to the Bar in British Columbia in 2019. Before joining Legacy Tax +…

Areet Kaila

Areet is a Principal with Legacy Tax + Trust Lawyers where she assists clients with personal and corporate tax matters including corporate reorganizations, estate freezes and restructuring for business succession purposes. Areet also provides clients with advice regarding tax-driven trust and estate planning matters including assistance setting up trusts (family trusts, alter ego and joint spousal trusts) and advising on trust transactions including restructuring and winding up. Areet also advises clients on tax planning considerations associated with immigration to and emigration from Canada.  As part of her…

Allison Sharkey

Allison practices in the area of trust and estate planning and administration. Allison assists clients with the preparation of Wills, Powers of Attorney, Representation Agreements, and Trusts. She also assists clients in obtaining Grants of Probate and Grants of Administration for estates and advises on the ongoing administration of trusts and estates. Allison obtained a PhD in Interdisciplinary Studies (Sociology and Anthropology) from the University of British Columbia in 2016 prior to receiving her JD from Peter A. Allard School of Law in 2019. Allison was called to the bar in British Columbia in 2020. Before…

Proactive Drafting Tips for Trusts in Family Law

Andrea Frisby and Genevieve N. Taylor

  https://www.legacylawyers.com/wp-content/uploads/PBLI-2015-Proactive-Drafting-Tips-for-Trust-in-Family-Law.pdf

Ian Worland

Ian advises clients in personal and corporate tax planning, corporate reorganizations, estate planning, charitable gift planning and international tax and trust planning.

Genevieve N. Taylor

Genevieve is a Legacy principal who practices in the areas of Wills, Estates, Trusts, and Adult Guardianship.

Nicholas P. Smith

For over 25 years, Nick’s practice has focused on Federal, Provincial and international tax and estate planning.

Cheyenne Reese

Cheyenne assists clients with estate and trust planning and tax matters.