Zoe Smith is a Member of the Wills, Estates & Trusts Group.
Zoe has a broad wills, estates and trusts practice, providing estate planning advice to business owners, professionals, families of children with disabilities and individuals with foreign assets or beneficiaries and complex family relationships. Zoe also acts for Executors, Estate Trustees, Trustees, Attorneys for Property and Personal Care and beneficiaries of estates and trusts.
Zoe assists clients on a broad range of estate planning, incapacity planning and business succession matters. She advises business owners, professionals, blended families, clients with foreign assets or beneficiaries and beneficiaries with disability. Zoe prepares powers of attorney for property and personal care, Wills, Multiple Wills, Will agreements, family trusts, Alter Ego Trusts, insurance trusts, spousal trusts, trusts for US beneficiaries and disabled beneficiaries. Zoe carefully attends to her clients’ needs and wishes and offers personalized estate planning solutions to ensure that her clients’ wishes be carried out smoothly after death or upon incapacity.
Zoe advises Executors, Trustees and Attorneys for Property and Personal Care and assists them navigating through the administration of estates and trusts. Zoe recognizes common challenges in modern estates and crafts practical solutions focusing on minimizing Estate Trustees’ liability and early resolution of conflict during the estate administration. Zoe’s experience entails handling complex estates involving corporate assets, foreign assets or beneficiaries, disabled beneficiaries, insolvent estates, joint assets, blended families, successions of Trustees, estate accounting and difficult beneficiaries.
Zoe also handles international estate planning and estate administration matters. As one of the few native speakers of Japanese in the Ontario Bar, in combination with her legal education in both Japan and Canada, Zoe is able to assist individuals and families in estate planning and administration matters arising in Ontario and Japan seamlessly. Zoe’s understanding of both legal systems, cultures and languages, allows her to serve the unique niche of cross-jurisdictional estate issues. She has a network of estate lawyers and accountants in Japan who assist her clients on the Japanese side.