Office Location: Canada
Canada
Estates: Planning
Probate
Trusts: Planning
Lucy is a partner and Co-Chair of the Wills, Trusts and Estates Practice Group at WeirFoulds with a practice focusing exclusively on estate and trust planning and administration. Advising Canadian and international clients on a wide range of estate and trust matters, Lucy drafts estate planning documents, establishes private charitable foundations, guides beneficiaries of estates and facilitates the administration of estates and trusts. She helps build estate plans that center on tax efficiencies (be it Canadian income tax, Ontario estate administration tax and/or foreign inheritance and succession taxes) while meeting her clients’ equally important non-tax goals. She helps with the smooth and efficient administration of estates and trusts, particularly where there are private company shares, valuable artwork or other collectables and foreign assets involved.