Speaker Biographies

September 20, 2016

PRACTICE GEMS:

The Administration of Estates 2016

Jordan M. Atin

COUNSEL

HULL & HULL LLP

(416) 369-0335

jatin@hullandhull.com

Jordan is a Certified Specialists in Estates and Trusts Law and an Adjunct Professor of Law at Osgoode Hall Law School in Toronto, Canada. Lexpert rates Jordan as one of its top recommended estate lawyers in Canada as well as being rated as a Best Lawyer in Canada. In addition to his planning and administration practice, Jordan is Counsel to Hull & Hull LLP and a senior mediator with Hull Estate Mediation Inc. He is a Past Chair of the Ontario Bar Association - Trust and Estates Section and a full member of the Society of Trusts and Estate Practitioners (STEP). Jordan was the inaugural winner of the OBA’s Hoffstein Prize in recognition of his contributions and achievements in the area of wills, trusts and estates. Jordan Atin is the founder of IWEE - the Institute for Wills and Estate Education. IWEE (www.iwee.ca) provides monthly small group intensive workshops for estate professionals. He is a frequent presenter and Chair at STEP, Osgoode Hall Law School, Metropolitan Toronto Lawyers’ Association, Ontario Bar Association and Law Society programs on estate matters. Jordan is a contributing author to the well-known text “Estate Litigation” and his articles are referred to in many of Canada’s leading estates texts including “Widdifield on Executors and Trustees”, Feeney’s Canadian Law of Wills”, “Drafting Wills in Ontario” and “Oosterhoff on Wills and Succession”. Jordan’s book for non-lawyers, The Family War – Winning the Inheritance Battle, has been featured on CanadaAM, BNN and in dozens of Canadian and US newspapers.

Pat Blake is a retired Detective having spent 30 years with the Hamilton Police

Service. In 1996, Pat was asked to assume the role as the Senior’s Support Officer and develop the Hamilton Police Services response to senior’s issues. In March of 2004, Pat became the Lead Detective for the Hamilton Police Services Crimes Against Seniors. The unit was the first crime unit in Canada with the specific mandate to investigate crimes against seniors. Pat retired from the Hamilton Police Service in February of 2011 and became a Field Investigator for the Ministry of Government and Consumer Services. Pat and his wife Joanne live in Stoney Creek and have three adult children.

Dr. Cameron was appointed Regional Supervising Coroner North Region – Sudbury Office in January 2015. Dr. Cameron is a physician and a lawyer. He has worked clinically as a family doctor and hospitalist, in the legal field as a business lawyer and health law consultant, and administratively as a hospital vice-president and chief of staff. The RSC job is the best job yet, by far. _________________________________________________ David A. Cameron, M.D., LL.B., C.C.F.P Regional Supervising Coroner, North Region, Sudbury Office 199 Larch St., Ste 203, Box 39 Sudbury, ON. P3E 5P9 Office Main Line: 705-564-6148 Office Direct Line: 705-564-6153

The Honourable Susan Greer Susan joined Amicus Chambers in December 2014, to take on a new role as a mediator and arbitrator at the end of her 23 year career as a Judge of the Superior Court of Justice - Ontario. While on the Court, she had been the Team Leader for the Estates List for 11 years, and spent most of her career on the Bench on the Civil Team. In her early years, she was part of the Case Management Team, and latterly concentrated on Family, Estates and Divisional Court matters. Susan came to the Court after an 18 year career with McCarthy, Tetrault where she was head of the Estates, Trusts and Estate Litigation group. As an Estates expert, Susan was nominated for and has been a member of the American College of Trusts and Estates Counsel, a part of the American Bar Association, for the past 31 years. Susan has also been a member of the Canadian Bar Association for 41 years, and participated in many programmes sponsored by it and the Law Society of Upper Canada over those years. She recently was honoured by the Trusts and Estates Section of the Ontario Bar Association, receiving its Award of Excellence.

Tim was the founding Secretary, and a past chair of the Ottawa branch of the Society of Trust and

Estate Practitioners (STEP) and is presently Chair of STEP Canada.

Tim Grieve

Merovitz Potechin LLP

Tim Grieve obtained his B.A. in political science from the University of Calgary in 1984

and his LL.B. from the University of Ottawa in 1988. He was called to the Bar in 1990 and is a

partner in the Ottawa law firm of Merovitz·Potechin LLP, practicing in the trusts and estates,

corporate-commercial and not-for-profit areas. Originally from Calgary, Tim has lived in

Ottawa since 1985. He is an active member of his local community and lends his time and

expertise to several charitable organizations.

Timothy Grieve B.A., LL.B., TEP Suite 300 – 1565 Carling Avenue Ottawa, ON K1Z 8R1 Direct Line 613.563.6686 Main Line 613.563.7544 Fax 613.563.4577 tim@mpottawa.com www.merovitzpotechin.com

Bianca La Neve

Bianca La Neve of WeirFoulds LLP is an experienced litigator with a practice specialized in handling complex and sensitive matters in relation to all aspects of estate, trusts and capacity litigation. Her focused practice combined with her trusted advice have made her clients come to rely on her for all matters concerning guardianships, will challenges and interpretations, power of attorney issues and disputes, passings of accounts, variations of trust, and dependant relief applications.

Bianca has appeared before various levels of courts in Ontario, including the Ontario Court of Appeal. Before joining WeirFoulds, Bianca practised at a leading estate litigation boutique.

Bianca represents a variety of clients, including estate trustees and other individuals, trust companies and charities. She routinely acts as agent lawyer for the Office of the Children’s Lawyer in contentious estate matters and has been appointed counsel by the Office of the Public Guardian and Trustee for persons whose capacity is at issue.

Bianca is actively engaged in the legal profession and matters that benefit the larger community. She has spoken at programmes hosted by the Ontario Bar Association and the Law Society of Upper Canada. She is active in the firm by supporting the annual United Way Campaign and mentoring students and young associates. She is also a member of the successful WeirFoulds Women program which promotes a successful and diverse working environment.

Hilary E. Laidlaw Lawyer Profile

McCarthy Tétrault LLP mccarthy.ca

TITLE

Counsel

OFFICE

Toronto

DIRECT LINE

416-601-8236

E-MAIL

hlaidlaw@mccarthy.ca

LAW SCHOOL

University of Toronto, LLB, 1986

BAR ADMISSIONS

Ontario, 1988

Biography

Hilary Laidlaw is counsel in our Tax Group in Toronto. As a Certified Specialist in Estates and Trusts Law, her

practice focuses on estate litigation, estate planning and administration.

Ms. Laidlaw represents both personal and corporate clients in a wide variety of estate disputes, including

contested wills, dependant support proceedings, trust variations and incompetency matters. She also advises

clients on estate planning, including the preparation of related documents such as wills, trusts and powers of

attorney. Having assumed a senior management position within the trust industry from 1998 to 2001, she

brings the skills and experience acquired during that period to her estate and trust practice.

She is a frequent lecturer and participant in conferences and continuing legal education programmes

addressing current issues in the law of estates and trusts. Ms. Laidlaw has written extensively in the area and

has made numerous appearances in other media. She was an instructor for the Institute of Law Clerks of

Ontario and for the Law Society of Upper Canada Bar Admission Course in Estate Planning and

Administration, and served as head of that Section from 2001 to 2006. Following restructuring of bar admission,

Ms. Laidlaw now sits on the Law Society’s Advisory Committee for licensure examination, and has been active

in both continuing education and law reform initiatives. She is a former member of the editorial board for the

CCH Canadian Estate Administration Guide and the executive of the Trusts and Estates Section of the Ontario

Bar Association, where she served two terms as Chair. She is a member of the Toronto Estate Planning

Council and a past member of the National Committee of the Society of Trust and Estate Practitioners.

Ms. Laidlaw has consistently appeared in the Canadian Legal Lexpert Directory, a guide to the leading law

firms and practitioners in Canada, as a leading lawyer in the areas of estate and personal tax planning and

estate litigation. She has also been consistently listed in the Best Lawyers in Canada in the field of trusts and

estates, and is currently listed as a leading lawyer in the areas of private client and private funds in Who's Who

Legal: Canada. She was the 2010 recipient of the Ontario Bar Association's Award of Excellence in Trusts

and Estates Law, and was named by Best Lawyers as 2012 Toronto Trusts and Estates Lawyer of the Year.

She received her BA and LLB from the University of Toronto and was called to the Ontario bar in 1988.

Kay Leung, Counsel

Kay’s practice focuses on tax matters, including corporate reorganizations, cross-border

transactions, purchase and sale of businesses, personal tax and estate planning.

Kay acts as a trusted advisor to a number of private companies and high net worth families and in

particular, has assisted many families with their succession planning issues.

In addition to advising clients on various tax planning strategies, Kay has an excellent record in

dealing with voluntary disclosures for high net worth families with international assets.

She also specializes in advising high net worth families moving from overseas to Canada.

Prior to joining Wilson Vukelich LLP, Kay was a lawyer and partner at a major Canadian law

firm, as well as a financial and tax-planning expert at a chartered bank.

Lawyers | Patent & Trade-mark Agents.

© 2013 Borden Ladner Gervais LLP ("BLG"). All rights reserved.

KATHLEEN

MCDORMAND Lawyer

T 613.787.3556 F 613.230.8842 Ottawa;

KMcDormand@blg.com

Estates and Trust Litigation

Corporate Commercial Litigation Estate Mediation

EDUCATION / BAR ADMISSIONS

LLB, University of Ottawa, 2001

B.Soc.Sci. (Hons.), University of Ottawa, 1998

TEP, 2013

Ontario, 2002

Nunavut, 2010

PROFESSIONAL INVOLVEMENT

Member, Law Society of Upper Canada

Member, Canadian Bar Association and Ontario Bar Association

Member, OBA Trusts and Estates Law Section Executive

Member, Law Society of Nunavut

Member, County of Carleton Law Association

Member, Society of Trust and Estates Practitioners

COMMUNITY INVOLVEMENT

Youth Programs Coordinator, Salvation Army Ottawa Citadel

Past Chair, Board of Governors, Ottawa Grace Manor

Past Member, Camp Quality Eastern Ontario (camp for children living with cancer)

EXECUTIVE SUMMARY

Kathleen McDormand is a partner in the Ottawa office of Borden Ladner Gervais LLP and a member of the Commercial Litigation Group. Kathleen practises as an estate litigator , commercial litigator and estate mediator in Ontario and Nunavut. She is the Ottawa Regional Leader of Team North.

During the Bar Admission Course, Kathleen received the highest grades in Ottawa and the second highest grades in Ontario. She was awarded the Isadore Levinter Memorial Award, the Law Society’s First Prize, the Edwin George Long, K.C. Memorial Scholarship, the Gowling Lafleur Henderson LLP Prize and the Osgoode Society Prize for Canadian Legal History.

PUBLICATIONS & PRESENTATIONS

Speaker, "2015 Estate and Attorney Issues," Lunch and Learn Series, January 20, 2016.

Author/Speaker, "Rule 2.1 - The cure to the Vexatious Litigant Disease?", 18th Annual Estates and Trusts Summit, Law Society of Upper Canada, October, 2015.

Speaker, “Breaking the Bonds of Boilerplate,” Law Society of Upper Canada, June 16, 2015.

Author/Speaker, "Practicing in Association - Are you a partnership," CCLA Solicitor's Conference, May 2015.

Speaker, "Estates and Attorney Issues - 2014 Year in Review," Lunch and Learn Series, January 29, 2015.

Author/Speak, "To Remove or Not to Remove, that is the Question (Removal of Trustees)", 17th Annual Estates and Trusts Summit, Law Society of Upper Canada, November, 2014.

Author, "Penman (Litigation Guardian of) v. Penman 2014 ONCA 83: Court of Appeal delivers warning to Trustees who abdicate their duties," September 2014 STEP Canada Ottawa Branch Newsletter.

Speaker, "Rights and Remedies of Common Law Partners in Estates Matters," Lunch and Learn Series, June, 2014.

Author/Speaker, “Tips and Traps of Lawyers Acting as Estate Trustees,” Ottawa Estate Planning Council, April 1, 2014.

Author/Speaker, “Jurisdiction of the Court on a Contested Passing of Accounts,” The Law Society of Upper Canada, Estate Accounting 2014, February 25, 2014.

Author/Speaker, "Can You Wear Two Hats Without Two Heads? - Risks and Rewards of Lawyers Acting as Estate Trustees," CCLA 19TH East Region Solicitors Conference 2013, May 3, 2013.

Speaker, "Liability of Directors and Officers," Insurance Institute, October 29, 2013.

Speaker, "Practice Tips and Pitfalls: Rules of Professional Conduct and Litigation," In-House Counsel Seminar, June 18, 2013.

Co-Presenter, "Contested Passing of Estate Accounts – Do’s and Don’t," Lunch and Learn Series (with Master Callum MacLeod), April 12, 2013.

Speaker, "Applications to Remove Estate Trustees," Lunch and Learn Series, June 7, 2013.

Margaret R. O’Sullivan B.A., LL.B., TEP

mosullivan@osullivanlaw.com D 416-363-3700 Education

B.A., 1978 (magna cum laude) and LL.B., 1981

Queen's University

Ontario Bar, 1983

Law Practice

Margaret O'Sullivan's practice involves all aspects of private client work, including estate planning; will and trust planning; incapacity planning; estate litigation; advising executors, trustees and beneficiaries and administration of estates and trusts. Margaret is recognized in The 2016 Canadian Legal LEXPERT Directory as a leading practitioner in estate planning, in The Best Lawyers in Canada 2016, in The Who’s Who Legal: Private Client 2015 and in The Who’s Who Legal: Canada 2015 as one of the most highly regarded private client practitioners. She is a top-ranked Private Client lawyer in Chambers Canada Guide 2016 and Chambers High Net Worth Guide 2016, and is the recipient of the 2014 STEP Founder’s Award for Outstanding Achievement and the Ontario Bar Association’s 2013 Award of Excellence in Trusts and Estates Law. Prior to establishing an independent practice, Margaret was a partner in the Toronto office of the national Canadian law firm Stikeman Elliott where she directed its trusts and estates practice. She has practiced exclusively in the area of trusts and estates since 1983. Professional Activities Margaret is a founding member and a former Deputy Chair of the Society of Trust and Estate Practitioners (Canada) and former Chair of the Editorial Board of its newsletter STEP INSIDE. She is a past Deputy Chair and past member of the Board of Directors and Council for STEP Worldwide as well as a past Chair of the Professional Standards Committee. She is a past Chair of the Trusts and Estates Section of the Ontario Bar Association and a past elected member of the Ontario Bar Association Council (1993–98). She is a current member of the Canadian Bar Association, the American Bar Association, the New York State Bar Association, the International Bar Association, the Canadian Tax Foundation, as well as an academician of The International Academy of Estate and Trust Law. She was elected a Fellow of the American College of Trust and Estate Counsel in 1995. Margaret is also a member of the Queen’s University Gift Planning Advisory Committee. Publications Margaret has been a frequent guest speaker, writer and conference chairperson for various professional organizations on the subject of trusts and estates, including for the Society of Trust and Estate Practitioners, the Canadian Bar Association, The Law Society of Upper Canada, The International Bar Association, the Canadian Tax Foundation and various private conference sponsors. She has also written extensively in the areas of trusts, estate planning, estate administration and estate litigation. She is past editor and contributor to the Ontario Bar Association - Trusts and Estates Section Newsletter. Margaret authored two textbooks and developed the courses Engineering of a Trust and Trust and Estate Management for the Trust Institute of the Institute of Canadian Bankers. She is a co-author, Canada Chapter, International Succession Laws (Tottel 2009), and a contributing author to Widdifield on Executors and Trustees (Carswell 2002), The Private Wealth & Private Client Review (Law Business Research 2015), The International Comparative Legal Guide to: Private Client 2016 (Global Legal Group 2015), Private Client Multi-jurisdictional Guide 2015/16 (Practical Law Company) and Lexis Practice Advisor Canada (LexisNexis).

Mike Press Senior Firearms Officer Mike Press has been a member of the Toronto Police Service for 29 years. As a member of the Toronto Police Service, he is assigned to the Integrated Gun and Gang Task Force – Firearm Enforcement Unit which is part of Toronto’s Organized Crime Enforcement Unit. Mike has been seconded to the Royal Canadian Mounted Police – Firearm Investigative and Enforcement Services Directorate as an Investigator since 2009 working out of the NWEST (National Weapons Enforcement Support Team) Ontario office. As part of his duties he conducts and provides investigative assistance with Public Safety investigations as well as investigations into the illegal use, smuggling, distribution and trafficking of legal and illegal firearms, weapons, prohibited devices, ammunition, prohibited ammunition and explosives with Local, National and International law enforcement agencies. Mike has been qualified in the Provincial and Supreme Courts of Nova Scotia, as well as the Ontario Superior and Ontario Courts of Justice to provide expert opinion evidence on various topics including:

Firearm and ammunition identification, classification and testing by the Police;

Licencing, registration and storage of firearms,

Firearm and ammunition trafficking;

Illegal movement of firearms including crime gun sources;

Characteristics of an Armed Person and Firearm Concealment;

Street, coded, guarded, slang language and covert conversations related to firearms and ammunition including their criminal use and possession;

Legal pricing and illegal street prices of firearms and ammunition and related firearm components including the sale and distribution of legal and illegal firearms.

Debra Stephens, LLB – Goddard Gamage Stephens LLP

Debra Stephens was called to the Bar of Ontario in 1982. Her practice initially focused on family, estate,

trust and guardianship issues. Since 1998 she has specialized in estate litigation, administration and

planning.

Debra has worked in private legal practice for most of her career. In 2010 she joined Goddard Gamage

Stephens LLP, a firm which specializes in estate and trust matters and guardianship and elder law.

Before joining Goddard Gamage Stephens LLP, Debra was The Children’s Lawyer for the Province of

Ontario. The Office of the Children’s Lawyer is responsible for providing legal services to children in

various proceedings before Ontario courts and tribunals. Prior to her appointment as The Children’s

Lawyer, Deb was with Schnurr Kirsh Stephens, a firm which also specializes in trust, estate and mental

incompetency issues. Debra is a member of the Toronto Lawyers Association and the Canadian and Ontario Bar Associations, Family Law and Trusts and Estates Sections. She is currently on the Executive of the Ontario Bar Association Trusts and Estates Section. Debra has been an adjunct professor with the University of Toronto Law School teaching estates and trust law, has taught the Estate Law Clerk programme at Humber College, and has lectured on estates, trusts and guardianship issues at Osgoode Hall Law School and for the Osgoode Professional Development programme. Debra is a frequent lecturer and has chaired programmes for the Law Society of Upper Canada, the Ontario Bar Association, regional Estate Planning Councils, and other professional and community organizations. Debra has also authored numerous articles related to estates, trust, insurance, guardianships, and family law.

Lionel Tupman

Lionel is a Partner with WEL Partners where he exclusively practices estate,

trust and power of attorney litigation. Lionel regularly appears before the Court

of Appeal for Ontario, the Divisional Court, the Superior Court of Justice and

the Ontario Court of Justice, and he possesses a broad range of advocacy skills

as a result of his regular attendances in court. Lionel also has a unique

knowledge of administrative judicial review procedure, and represents clients

in judicial review matters in Divisional Court.

Prior to joining Whaley Estate Litigation, Lionel practiced commercial,

administrative and estate litigation with a top boutique litigation firm in

Toronto, and Lionel practiced estate litigation and fraud and asset recovery

litigation with an international law firm in Toronto.

In 2014, Lionel ran as a candidate for the Ontario Provincial Parliament, and

he remains active in politics at the federal and provincial levels, appearing

before legislative committees to make submissions on proposed legislation.

When he is not in the office or at court, Lionel can be found playing saxophone

in his Blues Band, which performs regularly at venues around Ontario for

various charitable causes.

Areas of Practice

Trusts, Wills, Estates and Charities

Taxation

Estate Litigation

Personal Tax Planning & Wealth Management

Education

B.A., 1990 McMaster University

LL.B., 1993 Osgoode Hall Law School at York University

Called to the Bar

Ontario, 1995

Languages

English

German (conversational)

Corina S. Weigl Partner

Toronto

Direct Line: 416 865 4549

Facsimile: 416 364 7813

cweigl@fasken.com

www.fasken.com

Corina Weigl is a partner with Fasken Martineau. She focuses her practice on estate and family

business succession planning, including wills and trusts, corporate re-organizations, marriage

contracts, estate administration, charities and not-for-profit law. When dealing with planning

matters, clients have commended Corina on her ability to address complex legal issues. Corina

also represents clients in litigious matters including will challenges, mental capacity matters,

applications for advice and direction of the court and passing of fiduciary accounts. Clients,

colleagues and peers acknowledge her sensitive and insightful approach to clients' affairs, and

consider Corina to be a practitioner who provides timely, pragmatic advice in a cost-effective

way.

Since 2002, Corina has received a Lexpert ranking of "Up and Coming" in her practice area.

Corina is the recipient of the Hoffstein Book Prize, a peer nominated award recognizing

professional excellence and contribution to the Bar, as well as a Lexpert Zenith award for her

pro bono work for SEDI. She has also received the OBA Law Foundation, Widdifield Award

for her paper on The Prudent Investor Rule and Modern Portfolio Theory.

Presentations Tax Group Seminar “Tax Implications of the 2014 Federal Budget”, February 19, 2014

Law Society of Upper Canada “How to Plan for the Family Cottage:, April 10, 2013

Fasken Martineau Institute “Ontario’s Not-for-Profit Corporations Act: Developing and Implementing

Your Plan, October 18 2012

Law Society of Upper Canada “The Annotated Will 2012” February 21, 2012 (eighth repeat)

Tax and Estate Planning Involving Non-Residents

Publications “Capacity Cases: Comments from the Trenches”, STEP Inside - January 2014

“Estate Planning and RESPs”, BC Estate Planning and Wealth Preservation - 2009 - 2013

“Income-Splitting Loans”, Estate Planning Bulletin - April 2013

“Dependants’ Support Claims” is a chapter from Key Developments in Estates and Trusts Law in

Ontario 2008 ed. (B. Croll and M.A. Yach) Co-authored with Jonathan Lancaster (Toronto: Canada

Law Book, 2008, 2009, 2010, 2011)

Memberships and Affiliations

Member of Editorial Board of Federated Press Personal Tax & Estate Planning Journal

Executive Committee Member - The Estate Planning Council of Toronto

Co-Teacher of Osgoode Law School LLM “Introduction to the Law of Trusts” course, 2007-2008

Past-Chair and Executive Committee Member, Estates and Trusts Section, Ontario Bar Association

Member, Society of Trust and Estate Practitioners

Member, Canadian Tax Foundation Member, Canadian Association of Gift Planners

Honours and Awards

Winner of the OBA Law Foundation’s Widdifield Award 2015 for her paper Prudent Investor Rule

and Modern Portfolio Theory

Lexpert Directory - recognized as “Up and Coming” in Estate & Personal Tax Planning/Estate

Litigation (2002-2008)

2010 Recipient of Lexpert’s Zenith Award in Pro Bono Publico category

Canadian Legal Lexpert Directory 2010: recommended, Estate & Personal Tax Planning – Estate &

Tax Planning

2008-2009 Recipient of the Ontario Bar Association Hoffstein Book Prize in recognition of leadership

and contribution to the estate and trust bar

kim@welpartners.com (416) 355-3250 whaleyestatelitigation.com

Kimberly A. Whaley, CS, TEP, LLM

Kimberly A. Whaley is the founder and principal of the Toronto Boutique Trusts and Estates Litigation Firm, WEL Partners. Kimberly is also a Solicitor of the Supreme Court of England and Wales. Her practice is restricted to the resolution, litigation and mediation of estate and related disputes throughout Ontario including:

Will, Estate, Trust Disputes; Advising Fiduciaries; Dependant Support Claims; Passing of Estate, Trustee, Attorney, Guardian & Fiduciary Accounts; Capacity Proceedings; Guardianships; Power of Attorney Disputes; Consent and Capacity Board; End-of-Life and Treatment Decisions; Medical Assistance in Dying; Elder Law; Elder Financial Abuse; Solicitor’s Negligence; Representation of Persons Under Disability; Probate Applications; Opinions; Agency Services; Approval Motions Under Rule 7

Kimberly’s firm was ranked nationally by Canadian Lawyer in January 2014, as one of the Top 5 Trusts and Estates Boutique firms in Canada; and has been recognized since 2012 by Global Law Experts, receiving International awards in Trust and Estate Law in 2014. Kimberly was inducted as a Distinguished Fellow of the Canadian Centre for Elder Law (CCEL) in Vancouver, 2012. Kimberly was designated as a Certified Specialist in Estates and Trusts Law by the Law Society of Upper Canada in 2006. Kimberly has been peer selected annually since 2008 for inclusion in Best Lawyers in Canada in the practice area of Estates and Trusts. Kim was chosen by Lawday Leading Lawyers as one of the top 60 leading lawyers in Canada in Estates and Trusts. She was given the Martindale- Hubbell – BV Distinguished Rating in both Legal Ability and Ethical Standards. Kimberly is peer ranked in the Canadian Legal Lexpert Directory. She is currently a member of the CBA Elder Law Section and an Executive Member, OBA Awards Committee. She is on the Expert Advisory Focus Group for the Law Commission of Ontario (LCO) Law Reform Project as it relates to Ontario’s Capacity and Guardianship Laws and to RDSPs. Kimbelry is the Past Chair of The Society of Trust and Estate Practitioners (STEP) Toronto Branch. Kimberly is a member of the Estate Planning Council of Toronto. Kimberly has been on the Estate List Users Committee of the Ontario Superior Court of Justice at Toronto since its inception in 2003.

Kimberly’s most rewarding achievement and passion is her daughter, Sammi, age 16. Kim has an affection for cooking, cycling and photography and is still experimenting with her Nikon D800 and new lenses. Kim also runs marathons in her spare time and is taking guitar lessons.