Assistants

Bio

Caroline’s practice focuses on estate and succession planning. Through her practice, she assists clients with creating a legacy by preserving family assets and creating estate plans that provide for the smooth transition of wealth among various generations in a tax effective manner.

She also assists families with trust planning, estate administration and the transfer of assets to beneficiaries.

Caroline frequently presents to investment advisors, bankers, fellow-lawyers and various groups on estate and wealth management planning.

  • Practice Areas

    Trusts, Estates and Fiduciary Obligations

  • Education

    Canadian Securities Institute, Canadian Securities Course, Certificate, 2000

    LL.B., University of Manitoba, 1999

    B.A., University of Winnipeg, 1995

  • Bar Admissions

    Ontario, 2016

    Saskatchewan, 2005

    Manitoba, 2000

  • Achievements

    • Canadian Bar Association - Manitoba Bar Association Wills & Estates law section, 2015 Section Activity Award
  • In the Community

    • St. Boniface Hospital Foundation, Board of Directors, 2012 - Current
    • Jewish Foundation of Manitoba, Member, Investments Committee, Current
    • Winnipeg Rowing Club, Board Representative, Recreational Group, 2015 – 2016
    • Jewish Foundation of Manitoba, Member, Grants Committee, 2014 – 2015
    • The Winnipeg Foundation, Volunteer Presenter, Wills Week, 2010 – Current
    • Jewish Foundation of Manitoba, Event Chair, Professional Advisory Committee, Family Business: Achieving Success in Succession, June, 2013
    • The Winnipeg Foundation, Member, Allied Professional Advisory Group, 2011 – 2012
    • St. Boniface Hospital Foundation, Member, Major Gifts Committee, 2010 – 2012
  • Speaking Engagements

    • Manitoba Bar Association, Presenter, Mid-Winter Conference, "Protecting Clients Making Major Gifts", January 2016
    • Law Society of Manitoba, Presenter, Continuing Professional Development, "Wills That Work: Practical & Proficient Drafting", February, 2015
    • Manitoba Bar Association, Presenter, Mid-Winter Conference, "Trustees' Powers", January 2013
    • Society of Trust & Estate Practitioners, Presenter, "Case Studies in Personal Estate Planning", February 2011
  • Associations

    • Manitoba Bar Association
    • Canadian Bar Association
    • Society of Trust & Estate Practitioners
    • Law Society of Manitoba
    • Law Society of Upper Canada
    • Law Society of Saskatchewan