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 served on the Board of Directors and several committees for both the St. Boniface Hospital Foundation and the Jewish Foundation of Manitoba for a significant period of time. She is currently on the Board for the Jewish National Fund of Manitoba and Saskatchewan. She is also a longtime volunteer on other 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