Biography
Caroline's practice focuses on estate and succession planning. She helps clients create their legacy by preserving family assets and creating tax-effective estate plans that facilitate the smooth transition of wealth. She also advises clients on trust planning, estate administration, and the transfer of assets to beneficiaries.
Caroline has been a longtime volunteer on various boards and committees and continues to look for ways to give back to the community.
She frequently presents to investment advisors, bankers, fellow-lawyers and various groups on estate and wealth management planning, including as a volunteer presenter at the Winnipeg Foundation's annual Will Week.
Recognition
- Best Lawyers in Canada, Trusts and Estates
- Canadian Bar Association, Manitoba Bar Association, Wills & Estates Section, 2015 Section Activity Award
Presentations
- Presenter, "Gifts by Relationship: Definitions, Presumptions, Drafting and Administration" (Society of Trust & Estate Practitioners, 2023 STEP National Conference, June 2023)
- Presenter, "Will Drafting Fundamentals" (Manitoba Bar Association, 2022 Joint Wills and Estates Program, December 2022)
- Moderator, "Drafting, Funding and Administering Testamentary Trusts" (Society of Trust & Estate Practitioners, October 2022)
- Presenter, "Estate Planning - The Importance of Having your Estate Plan in Order" (Jubilee Fund, May 2022)
- Presenter, "Advising the Personal Representative" (Manitoba Bar Association, Mid-Winter 2022 Conference, January 2022)
- Moderator, "Taxation of Trusts and Estates" (Society of Trust & Estate Practitioners, February 2020)
- Presenter, "Powers of Attorney - Planning for Life and Life's Uncertainties" (RBC Dominion Securities, October 2020)
- Presenter, "Why You Must Have a Will Written When Farming" (Farmmarketer Podcast, Episode 81, March 2020)
- Presenter, "Role of the Executor" (Scotia McLeod, September 2019)
- Presenter, "Planning for your Future" (The Winnipeg Foundation, Will Week, 2010-Present)
Publications
- Co-Author, "Drafting Wills in Canada: A Lawyer's Practical Guide, 3rd Edition" (LexisNexis, 2021)
Education
- University of Manitoba, LLB, 1999
- University of Winnipeg, BA, 1995
Bar Admissions
- Ontario, 2016
- Saskatchewan, 2005
- Manitoba, 2000
Professional Affiliations
- Member, Canadian Bar Association, Manitoba Branch
- Executive Member, Manitoba Bar Association
- Member, Society of Trust & Estate Practitioners
- Member, Law Society of Ontario
- Member, Law Society of Saskatchewan
- Member, Law Society of Manitoba