Kate has more than 30 years of experience assisting her owner-manager clients achieve their goals in the areas of business structuring, tax minimization, trusts and estate planning. In recent years, this experience has seen her working with numerous family-owned businesses to manage the succession planning process, an area in which she has developed a great deal of knowledge and experience.
With a lifelong passion for teaching, Kate was a part-time professor at Dalhousie Law School for over 20 years and is often asked to present to such groups as the Canadian Tax Foundation, the Canadian Bar Association, the Society of Trust and Estate Practitioners (STEP) and the Institute of Chartered Accountants of Nova Scotia.
Kate is often consulted by other professional advisors to assist with tax planning and corporate restructuring for their clients. Kate was selected by her peers for inclusion in The Best Lawyers™ in Canada 2018 in the fields of Corporate Law, Tax Law and Trusts and Estates and was named Best Lawyers™ in Canada Tax Law “Lawyer of the Year” in Halifax in 2019. Kate is recognized by Chambers Canada as a leading lawyer in the area of Corporate/Commercial law, receiving the highest (Band 1) ranking for Atlantic Canada in the 2019 and 2020 listings.