ÂÜÀòÂÒÂ×

Lucy is a partner and Co-Chair of the Wills, Trusts and Estates Practice Group at WeirFoulds with a practice that focuses on the legal and taxation issues surrounding estate and trust planning and administration.

Lucy advises Canadian and international clients on a wide range of estate, trust and tax matters including drafting estate planning documents, planning tax and business succession, establishing private charitable foundations, counselling beneficiaries of estates and helping with the administration of estates, just to name a few.

Since her call to the bar in 2008, Lucy has persistently pursued ways in which to build her skill set and knowledge to better serve her clients. To this end, in 2013 she completed the requirements necessary to earn the Trust and Estate Practitioner (TEP) designation from the international Society of Trust and Estate Practitioners (STEP).

In addition to her client work, Lucy enjoys actively participating in associations with an emphasis on trust, estate and tax legal matters. Lucy co-founded the Toronto Junior Trusts and Estates Practitioners’ Group (JTEPG) which has grown to approximately 100 young trust and estate planners and litigators in Toronto who meet monthly to discuss current trust and estate matters and is now run and maintained independently of her.

Lucy frequently writes and co-authors articles for various publications (both domestic and international) including Trusts and Trustees, Journal of International Tax, Trust and Corporate Planning and Canadian Tax Focus. She regularly presents at legal conferences including for the International Association of Young Lawyers (AIJA), Law Society of Ontario (formerly known as the Law Society of Upper Canada), Ontario Bar Association (OBA), STEP, Canadian Tax Foundation (CTF) and American Law Institute/American Bar Association. She is frequently invited to present at gatherings of nonlawyers including giving talks to financial advisors and their clients and at various Toronto Public Library branches.