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Lucinda E. (Lucy) Main

Partner
Called to the bar: 2008 (ON)
130 Adelaide St. W., 7th Flr.
Toronto, Ontario M5H 2K4
Phone: 416-306-1802
Fax: 416-593-7760
Website Link: www.beardwinter.com
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Areas of PracticeEstates; Trusts; Succession Planning
ProfileLucy is a partner in the firm's Trusts and Estates Planning Group and a Trust and Estate Practitioner (TEP) as designated by the Society of Trust and Estate Practitioners (STEP). In 2016 she was awarded the Hoffstein Book Prize, an award presented by the Ontario Bar Association (OBA) to recognize accomplishments and contributions in the areas of Wills, trusts and estates. Lucy advises clients on a wide range of estate and trust law matters, including: drafting estate planning documents, including Wills, Continuing Powers of Attorney for Property and Powers of Attorney for Personal Care; working with business owners to plan for the succession of their business; advising clients on methods in which to minimize income tax and estate administration tax (i.e. probate fees) payable on death; advising beneficiaries of estates, executors of estates, trustees of trusts and attorneys for property and personal care; helping with the administration of an estate (i.e. the probate process); advising on the Canadian taxation of various domestic and international trust structures and succession plans; assisting in the setting up and maintenance of domestic and international trusts; and providing support to litigators in contentious estate and trust matters (e.g. Will challenges, passing of accounts, testamentary capacity disputes, guardianship, dependant's relief claims, etc.).