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McCarthy Tétrault Adds Leading Estate & Personal Tax Planning Expert Lori Duffy to Tax Group in Toronto

Toronto - McCarthy Tétrault is pleased to welcome Lori Duffy as a senior Trusts and Estates advisor in Toronto. Lori is one of Canada’s top estate & personal tax planning experts.

A senior practitioner with more than three decades of experience advising on all aspects of wills, trusts, and estate planning, Lori stands out for her customized and innovative approach to client service – and for her ability to help clients avoid potential disputes and pay the minimum taxes required. Highly sought-after for her astute and strategic counsel, Lori has been named one of the top lawyers in Canada by Best Lawyers in her practice area, and is repeatedly recognized as a leading practitioner in Estate & Personal Tax Planning in the Canadian Legal Lexpert Directory. Lori advises clients in managing and transferring their assets through the use of business succession plans, trusts and wills. Her practice also includes all aspects of trusts, wills and estate administration, including work under the Substitute Decisions Act.

“Lori’s specialized expertise is a huge boon to our firm’s already strong Estate & Personal Tax Planning practice,” said Raj Juneja, Partner and Head of the Firm’s National Tax Group. “Our clients’ legacies are important to protect and the personal tax planning landscape can be difficult to navigate. Lori’s intricate knowledge of the legal framework surrounding this area is unparalleled – and our clients will be able to rely on her insights to ensure their assets are protected. She is the perfect complement to our multi-disciplinary team of experts, and we are thrilled to have her join our firm.”

McCarthy Tétrault’s tax expertise and knowledge of Canada’s tax regime is widely recognized. Our team is distinguished by its winning combination of exceptional experience in tax law planning and in tax disputes, making us a formidable presence in the courtroom and the boardroom. Helping clients navigate the tax aspects of domestic and cross-border public and private mergers and acquisitions, corporate reorganizations, financings and securitizations, and other transactions, we bring clarity and pragmatism to complicated tax issues that could otherwise derail business goals. Our expertise encompasses the entire gamut of tax controversies, concerning audits, requests for information, objections, searches and seizures and appeals, in working with us, clients gain a team with experience on some of the most complex tax issues and precedent-setting cases across the country. Learn more about our Tax Practice.

About McCarthy Tétrault

McCarthy Tétrault LLP provides a broad range of legal services, advising on large and complex assignments for Canadian and international interests. The firm has substantial presence in Canada’s major commercial centres as well as in New York City and London, UK.

Built on an integrated approach to the practice of law and delivery of innovative client services, the Firm brings its legal talent, industry insight and practice experience to help clients achieve the results that are important to them.

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For further information, or to request an interview with a McCarthy Tétrault lawyer, please contact:

[email protected]