Doris joined the Tax Group in the Dentons Edmonton office in 2012, after practicing with another large Edmonton law firm for 26 years. Doris works in the area of Will Planning, Estate Planning, Estate Administration, Estate Litigation and trusts. Her practice involves developing estate plans for her clients that match their families and their needs. Doris takes an active interest in developing the right estate plan for each person, including incorporating companies and reorganization of companies. She also drafts Enduring Power of Attorney and Personal Directives to deal with incapacity or illness prior to death. Doris is also involved in estates on the death of a person. Her practice involves applying for the grant of probate, and advising the executor on all aspect of estate administration.
Doris also practices in the area of estate litigation. She has been involved in estate litigation involving farms, support claims for spouses, support claims for dependent children; challenges to capacity to make a will and all litigation involving estate administration issues. Doris has also been involved in the litigation involving financial elder abuse and abuse under enduring powers of attorney. She takes a particular interest in attempting to settle disputes so that families are not torn apart in litigation. Thus, Doris is often involved in mediation of disputes in trying to keep families out of court. She tries to achieve the right balance between a passionate advocate and a measured approach to achieve results.
Doris' practice has had her represent individuals, multimillion dollar trusts, First Nation trusts and Metis Settlements. She has helped many people from many different cultures and many different orientations to achieve their estate planning goals. She tries hard to make the legal process less intimidating for individuals, whether that is for her clients or for the beneficiaries she encounters in her work on estate administration. Doris has a particular interest in working with the elderly and has worked with SAGE in the area of Elder Abuse and with the Alzheimer Society to provide estate planning advice that is focused on a family member suffering from the devastating effects of dementia related disorders.
Finally, Doris has acted for clients who need to make application for an appointment for guardians and trustees. She has been in practice for over 25 and gives advice and counsel to individuals, professionals, corporations, trusts, trust companies, banks and financial planners. Doris has appeared at all levels of the court in Alberta to litigate various estate issues.
Doris has been actively involved in advising First Nations trusts including litigation for the amendment of trusts, accounting of trust accounts and dealing with trustees who are acting inappropriately. She has also spoken to business and First Nation groups on the topic of trusts and the benefits of trusts.
•Doris has litigated cases that are now often cited and used as precedents in estate litigation. Some examples of her litigation expertise include:
• Re Vos Estate 2008 ABQB 487
• Re Sklar Estate 2010 ABQB 344
• Re Estate of Olivine Lefebvre
• Confidential Client: Doris was one of the first lawyers to obtain a judgment against a son who financially abused his mother using his power under an enduring power of attorney.
• Confidential Client: Doris fights for families in which the executor of the estate or the lawyer for the estate charged excessive fees.
•Repeatedly recommended by The Canadian Legal Lexpert Directory 2014 as one of Canada's leading lawyers in the areas of Estate & Personal Tax Planning and Estate & Personal Tax Planning - Estate Litigation.
In the Media
•Interviewed in Ep4 Pt3 Younge Producer Series, This Country Called Agriculture, June 20, 2013
•Quoted in “ Speaker explores possible pitfalls of not planning ahead financially ”, by Michelle Pinon, Lamont Leader Agriculture Supplement, March 26, 2013
• Estate Administration (Presentation)
• Doin It Your Own Way... Unsuccessful Succession, LawNow, March 1, 2013
• Estate Planning for the Business Owner (Presentation)
• Drafting for the Matrimonial Property Act (Presentation)
• Miscellaneous Drafting Provisions (Presentation)
• Giving Away the Farm (Presentation)
•Canadian Tax Foundation National Conference, Use of Trusts
•Presenter, Drafting for the Matrimonial Property Act, Successful Succession, Legal Education Society of Alberta, 2013
•Presenter, Giving Away the Farm, Canadian Association of Farm Advisors Provincial Conference
•Presenter, So you Wanna Fight, Legal Education Society of Alberta, 2009
•Presenter, Pot Pourri of Issues, Legal Education Society
•Presenter, National Conference of Canadian Association of Gift Planners
•Presenter, National Conference of Association of Certified General Accountants - Estate Planning
•Presenter, Alberta Association of Community Living - Alberta Conference, Estate Planning for a Disabled Family Member
•Sessional lecturer, Alberta Bar Course - Wills and Estates
•Key Note Speaker, SAGE Elder Abuse Day
•Presenter, The Thorny Issue of Trusts - Advanced Estate Administration Legal Education Society Of Alberta
•Canadian Association of Farm Advisors - Estate Planning for the Farmer - Alberta Conference
•Presenter, Community Futures Conference - Collection Procedures and Security Placement Presenter, Retirement Life Challenge - Estate Planning