- 4.6/5.0 (16 reviews)
With over 30 years of experience in estate planning, trusts, estate administration and dependency claims, Karen is able to provide a wealth of knowledge to her clients. She assists clients with prenuptial and cohabitation agreements as part of an estate plan and has extensive experience with mediation in estates.
Karen takes a practical approach to her client's matters, with a view to saving them the time and money. Her focus is on what is best for the client and whenever possible she approaches litigation from the point of settlement as she believes that in most situations this is in the best interest of the client.
Some of Karen's files have included issues of domicile, large estate administration including a number of companies and assets in multiple jurisdictions and defense of clients' interests in a family business following their father's death.
Karen regularly contributes written materials to various publications, both for the legal profession and for the public.
Awards and Recognition:
•Trusts & Estates, Best Lawyers in Canada, 2008 - 2019
•Leading Practitioner - Estate & Personal Tax Planning Law, Canadian Legal Lexpert Directory
•Edmonton Trusts and Estates Lawyer of the Year, Best Lawyers in Canada 2015
•AV Preeminent Peer Review Rating, Martindale-Hubbell
•Queen’s Counsel, 2010
•Advised clients respecting the use of a family trust for corporate and personal reasons; the use of a residence trust to hold U.S. property; the use of a spousal trust for asset protection and for income splitting purposes; the use of trusts in wills for children and others who need financial assistance; alter ego and joint partner trusts; estate planning involving two or more jurisdictions; pre-nuptial agreements; estate planning in second and third marriage situations.
•Acted for personal representatives of estate in a wide variety of situations including where the deceased died without a will; died with a will but without providing adequate compensation for a dependent; died with assets in numerous jurisdictions, including corporate assets and numerous properties and investments; died with a second or third spouse and children of multiple relationships and many more.
•Acted for attorneys under enduring powers of attorney in determining their responsibilities; appeared on contested matters including dependents relief applications; application for advice and direction of the court; proof of will applications; trusteeship of missing persons; determination of domicile applications; determination of beneficial entitlement in estates and many more.
•Acted as an arbitrator in matters involving Attorneys under Enduring Powers of Attorney and Agents under Personal Directives to resolve situations where the Attorneys and Agents need guidance and direction in fulfilling their obligations in those roles.
Karen is a regular speaker for the Legal Education Society of Alberta and presents educational seminars for a wide variety of groups and associations including the Edmonton Community Foundation (Wills Week) and the Wills and Estates Section of the Canadian Bar Association.
Professional Associations, Affiliations and Community Activities
•Member, Canadian Bar Association
•National Wills, Estates & Trusts
•Wills & Estates Section
•Member, Surrogate Rules Committee
•Member, Alberta Law Reform Institute Board
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