Estate planning and administration considerations are unique and personal to each individual. With this in mind, Katharine places emphasis on meeting with clients to discuss their circumstances, objectives and the various options available to achieve those goals. Katharine also encourages clients who have a plan in place to review their documents periodically, as planning priorities and objectives can change with new life events.
Having advocated in all levels of court in Alberta, Katharine is aware of the significant time and cost involved when litigation occurs. Her approach to estate planning therefore includes, in addition to protecting and transferring assets, management and mitigation of potential disputes. Katharine also has extensive experience with assisting Executors obtain the necessary Grants and Orders required to administer an estate, and with beneficiaries who require advice to understand their rights and entitlements in the administration process. Recognizing that estate assets are hard-earned, Katharine’s approach to estate administration focuses on providing practical solutions for her clients facing complex estate administration issues and disputes.
Katharine is also part of the First Nations Law group at Walsh.
Originally from Toronto, Ontario, Katharine now calls Calgary home. Hiking in the Canadian Rockies is one of Katharine’s favourite pastimes – if she’s not in the office, you’ll likely find her exploring another trail or scramble.