Sheila Crummey has more than 30 years of experience advising clients and their families on various trust and estate matters. Her practice has earned both the respect of the legal community and the trust of her clients, as she advises on complex intergenerational wealth-transfer issues, including business succession planning, philanthropy, US-Canada cross-border planning, and using trusts to fulfill diverse estate-planning objectives.
Sheila provides practical advice and counsel to clients in a number of areas:
Estate and Tax Planning: helping high-net-worth clients achieve their estate planning goals through complex wills and trusts, advising on planning for incapacity and advising clients on fulfilling their fiduciary duties as attorneys for property and personal care.
Estate Administration: advising executors of complex estates to enable them to fulfill duties and mitigate risk; as well as counseling beneficiaries on their rights under wills and trusts.
Estate and Trust Litigation Support: providing support to estate and trust litigators to achieve the best results for clients.
Charities and Not-For-Profit: advising both private and public charities on risk management and advising high-net-worth clients on how best to achieve their philanthropic goals in a tax-effective manner.
Sheila regularly speaks at estate planning conferences sponsored by the Law Society of Ontario and the Ontario Bar Association and has co-chaired the Law Society of Ontario’s annual Estates and Trust Summit between 2008 and 2017. This conference is attended by over 400 practitioners in Ontario each year to keep abreast of the latest developments in estate planning and administration. She is a contributor to Buttwerworth’s Looseleaf Service Financial and Estate Planning for the Mature Client in Ontario since it was first published in 1997 and is co-author of Who Will Take Over the Business? Succession Planningfor the Canadian Business Family, published by John Wiley & Sons in 2012, with other leading professionals, which offers a cross-disciplinary approach to planning for succession of the family business.
Sheila has offered pro bono legal services in the GTA, mainly assisting not-for-profits that cannot afford to pay for legal advice as they become registered as charities, and navigate Canada’s regulatory system.