Known for her highly personable and practical approach, Alison offers creative and tax-efficient advice on a wide range of trust and estate matters
Alison Minard is a partner in our Tax Group in Toronto. Her practice encompasses all areas of trust and estate planning and administration.
With a proven ability to advise individual and corporate clients on a wide range of Canadian and international trust and estate planning matters, Alison provides creative and tax-efficient advice to clients. She prepares sophisticated estate planning documents such as domestic and cross-border wills and powers of attorney. In addition, Alison represents individuals and families with domestic and multi-jurisdictional business interests on succession and governance issues.
Alison also advises individual and corporate clients on a variety of issues pertaining to trust and estate administration and post-mortem planning. She acts for Canadian and foreign trustees, executors, estate beneficiaries, and attorneys for property and personal care on a variety of contentious and non-contentious issues. She also assists with will challenges, dependant support proceedings, trust variations, and the passing of fiduciary accounts.
Having advised financial institutions in a previous role on issues pertaining to the administration of estate assets, registered and non-registered accounts, and issues relating to powers of attorney and capacity matters, Alison brings the skills and experience acquired during that period to her estate and trust practice.
Alison is a frequent writer and speaker on a variety of topics relating to trust and estate planning and estate administration, and has written and co-authored articles and chapters for Estates Trusts & Pensions Journal, the Ontario Bar Association, Financial & Estate Planning for the Mature Client in Ontario (Butterworths), and the Society of Trust and Estate Practitioners.
Alison earned her LLB (Cum Laude) in 2008 from the University of Ottawa and was the recipient of two tax awards. Prior to this, she earned a BA (with Distinction) from Dalhousie University. Alison was called to the Ontario Bar in 2009 and is a member of the Law Society of Ontario, the Canadian Bar Association and the Ontario Bar Association.