Alison Minard

Alison Minard shines as a beacon of expertise in Toronto's legal landscape, where she masterfully navigates the intricate realms of trust and estate planning. As a pivotal partner in the Tax Group, Alison's approachable demeanor and innovative strategies provide clients with tax-efficient solutions tailored to their unique situations.

Her adeptness in advising both individual and corporate entities on Canadian and international matters related to trusts and estates is unparalleled. Alison crafts sophisticated estate documents, including wills that span across borders, trusts, and powers of attorney, ensuring her clients' legacies are secured and their wishes are honored.

Her guidance extends beyond planning into the realm of trust and estate administration, where she offers invaluable advice on post-mortem planning, interpreting wills and trusts, and navigating the complexities of fiduciary accounts. Her clientele includes Canadian and foreign trustees, executors, and beneficiaries, all of whom benefit from her comprehensive understanding of contentious and non-contentious estate issues.

Drawing from her extensive experience advising financial institutions, Alison possesses a unique insight into the administration of estate assets, registered accounts, and the nuanced challenges surrounding powers of attorney and capacity matters. This background enriches her practice, allowing her to offer well-rounded advice that addresses all facets of estate and trust management.

Alison is also recognized for her contributions to the legal community as a prolific writer and speaker. Her work, which spans various trust and estate topics, has been featured in esteemed publications and forums, including the Estates Trusts & Pensions Journal and the Ontario Bar Association.

Educated at the University of Ottawa, where she graduated Cum Laude with an LLB, and holding a BA with Distinction from Dalhousie University, Alison's academic achievements laid the groundwork for her distinguished career. Since being called to the Ontario Bar in 2009, her dedication to her field has been acknowledged by The Canadian Legal Lexpert Directory and Best Lawyers in Canada, highlighting her as a leading lawyer in estate and personal tax planning.

Alison's recent initiatives include preparing clients for the new trust reporting rules, demonstrating her commitment to keeping clients informed and ahead of regulatory changes. A member of the Law Society of Ontario, the Canadian Bar Association, and the Society of Trust and Estate Practitioners (STEP), Alison Minard's legal acumen, coupled with her practical and personable approach, makes her an invaluable asset to those navigating the complexities of trust and estate planning.