Lisa Simone's practice is focused on wealth management and estate planning. Lisa advises clients on the development and implementation of complex and cohesive estate and tax planning transactions, including US cross-border planning. Her work includes the preparation of wills and powers of attorney, and the implementation of various trust structures, including discretionary family trusts, spousal trusts, alter ego trusts, joint partner trusts and Henson trusts.
Lisa advises her clients on estate matters including:
Estate Planning: preparing and implementing wills, powers of attorney, and trusts for high net worth individuals, entrepreneurs and professionals
Estate Administration: assisting estate trustees with all of the aspects of estate administration
Lisa has a leadership role in helping to develop, coordinate and implement the estate planning precedents which assist the other lawyers in the group to more efficiently and effectively service our clients.
- Canadian Bar Association
- Ontario Bar Association
- Law Society of Ontario
- Society of Trust and Estate Practitioners (STEP) Canada
Bar admissions & education
- Ontario Bar, 1993
- LL.B. Osgoode Hall Law School, 1991