Kathryn Balter

Kathryn dedicates her expertise to guiding clients through the intricacies of estate planning. Her approach involves crafting strategies for wills, asset transfers, trusts, and the establishment of powers of attorney, as well as the management of estate administration. She engages closely with her clientele, steering them through the complexities of safeguarding and strategizing the succession of their personal wealth.

Her engagement extends beyond client interaction; Kathryn actively contributes to the legal community, particularly in the realms of estates and trusts. As a vital part of the Ontario Bar Association's Executive for Trusts and Estates Law, she took a leading role in launching the Make a Will Month initiative. This initiative blossomed into a series of public information sessions held throughout Ontario, notably in collaboration with the Toronto Public Library. Her efforts also extended to the crafting of urgent legislative measures in response to the Covid-19 pandemic, specifically addressing the execution of wills and powers of attorney in Ontario.

Kathryn's professional affiliations are impressive, including her membership in the Society of Trust and Estate Practitioners (STEP). Her contributions are not limited to her practice; she actively shares her knowledge through the OBA Trusts and Estates Law newsletter and her firm's publications. Moreover, her speaking engagements span a variety of professional and public forums, where she discusses wills, estates, and substitute decision-making.

Her academic journey began with a Bachelor of Arts from the University of Western Ontario in 2008, followed by earning her Juris Doctor from the University of British Columbia in 2011. Her professional memberships are diverse, holding positions in both the Society of Trust and Estate Planners and the Ontario Bar Association, where she serves as the Vice Chair of the Trusts and Estates Law Section Executive for 2023-2024. Additionally, she is a member of the Canadian Bar Association.

Kathryn's excellence has not gone unrecognized. She is the recipient of the Gerald W. Owen Book Prize from the Society of Trust and Estate Practitioners and has been listed among The Best Lawyers in Canada for her work in Trusts & Estates Law. Her practice areas encompass wills and estates, as well as estate litigation, reflecting her comprehensive expertise and dedication to her field.