( Disponible en anglais seulement )
Aperçu
Nicole Woodward practices in the area of trusts, estates, succession planning, and taxation in relation to those areas. She advises clients in all areas of domestic and complex cross-border estate and trust matters, including planning for high net worth estates, estate and trust administration, and the preparation of wills, trusts, and other estate planning documents. Nicole regularly counsels individuals regarding a variety of cross-border issues, including tax planning for foreign spouses, U.S. beneficiaries of Canadian estates, and Canadians with U.S.-situs assets.
Réalisations professionnelles et leadership
- The Best Lawyers in Canada – Trusts and Estates, 2021
- Canadian Legal Lexpert Directory, Estate & Personal Tax Planning, 2020
Leadership éclairé
- Co-Presenter, “What’s Really Going on Out There? Covid-19 and Beyond”, presented to national insurance company, June 2020
- Presenter, “Dealing with Farm Property in Estate Planning and Administration”, presented to trust company and investment firm, June 2020
- Co-Presenter, “Strategies for Execution of Estate Planning Documents in the COVID-19 Environment”, presented to large investment firm client, April 2020
- Co-Presenter, “Legal Issues and Challenges in Today’s Pandemic Environment”, presented to large institutional client, April 2020
- Presenter, “New Regulations to Facilitate Document Execution and Planning Opportunities in the Current Environment”, presented to large institutional client, April 2020
- Co-Chair, “New Decade: New Taxes? Update on U.S. Tax Law for Canadian Trusts and Estates Lawyers”, Ontario Bar Association Webinar, March 2020
- Co-Presenter, “Succession Planning using Trusts”, led seminar for Heirloom Family Office Caucus, February 2020
- Co-Presenter, “Shaping the Trust – Education, Consultation and Drafting: Have your Say”, National Aboriginal Trust Officers Association, May 2019
- Co-Presenter, “Tools for Optimizing your Estate Planning Practice and Career”, Ontario Bar Association, April 2019
- Presenter, “Effects of Re Milne Estate on Planning in Ontario”, October 2018
- Co-Presenter, “Estate and Tax Considerations with Dealing with Art », December 2017, April 2018, September 2018
- Presenter, “Trips and Traps in Estate Administration, » Law Society of Ontario, September 2017
- Presenter, “The Ulysses Contract: An Advanced Personal Care Directive », Institute of Law Clerks of Ontario, May 2017
- Presenter, “Contract Negotiations and Transactions: Planning for Contingencies of Incapacity and Death », Law Firm, May 2016
- Presenter, “Navigating the Minefield: Dealing with Powers of Attorney in Business », Young Commercial Lenders Association, April 2016
- Presenter, “Toronto Estate Planning Seminar: What Will Your Legacy Be? », University of Alberta Alumni Association, November 2014
- Presenter, “Strategic Planning Refresh », Board of the Calgary Immigrant Women’s Association, April 2014
- Presenter, “Adjudicator Education », Law Society of Alberta, October 2013
- Presenter, “Creating a Strategic Plan », Law Society of Alberta, February 2013
- Presenter, “Rationales, Strategies and Considerations in the Use of Testamentary Trusts », Canadian Bar Association, Elder Law Section, January 2009
- Presenter, “Legal and Ethical Issues on a Client’s Mental Incapacity or Death », Independent Financial Brokers, November 2009
- Presenter, “Legal and Ethical Issues on a Client’s Mental Incapacity or Death », Alberta Fall Summit, November 2007
Associations professionnelles
- Member, Society of Trust and Estates Practitioners (STEP), TEP designation
- Vice Chair, Trusts and Estates Section Executive Committee, Ontario Bar Association, 2020 – present
- Secretary, Trusts and Estates Section Executive Committee, Ontario Bar Association, 2019 – 2020
- Technology Liaison, Trusts and Estates Section Executive Committee, Ontario Bar Association, 2018 – 2019
- Newsletter Editor, Trusts and Estates Section Executive Committee, Ontario Bar Association, 2015 – 2018
- Executive Committee Member and Chair of Governance Committee, Estate Planning Council of Toronto
- Past Board member, The Salvation Army
- Past Vice-President, Merritt Rotary Club
Formation et admission au barreau
- Ontario Bar, 2007
- Alberta Bar, 2005
- British Columbia Bar, 2003
- J.D., University of Saskatchewan, 2002
- B.Sc. (with Distinction), University of Lethbridge, 1999
