Amanda advises clients on tax law concerning charities and not-for-profit organizations.  She also assists individuals with developing an estate plan, including the drafting of Wills, Powers of Attorney, and Trusts, and advises on personal tax, post-mortem planning, and planning for the succession of property held in foreign jurisdictions.  Amanda assists executors and trustees with the administration of estates and trusts.  She also assists financial institutions with the administration of estate assets and dealing with executors, trustees and attorneys acting under a power of attorney for property.  On the charities side, she assists clients with structuring organizations, including the creation of charitable trusts, not-for-profit corporations, and applying for charitable registration with the Canada Revenue Agency.  Amanda also advises clients on issues concerning the disbursement quota and the receipt and receipting of gifts to registered charities. 

Amanda advises charities dealing with bequests and gifts of various types of property, including shares, real estate, insurance policies, annuities, and charitable remainder trusts.  She also advises donors and assists with structuring large gifts to registered charities, including the drafting of gift agreements and endowment agreements.

Amanda is experienced with the laws governing Canadian charities carrying on foreign activities and in structuring organizations that comply with these complex Canadian rules.  Amanda also advises charities and not-for-profit organizations on relevant provincial laws governing these organizations, including matters concerning the Ontario Public Guardian and Trustee.

Amanda is a frequent speaker and writer on tax and governance topics relating to both the voluntary sector and estate planning.