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Aird & Berlis LLP
Brookfield Place, 181 Bay Street, Suite 1800
Toronto, Canada M5J 2T9
T 416.863.1500
F 416.863.1515
Brodie is attuned to the sensitive nature of estate planning
and approaches her work with empathy and compassion. She is dedicated to
providing tailored legal solutions that suit the complexities of family
dynamics, tax complexities, wealth transfer and business succession issues.
Brodie is a member of the firm’s Tax and Estates & Trusts Groups. She advises on estate and succession planning, including probate and cross-border planning and the preparation of wills, trusts and powers of attorney. She also assists clients with estate administration.
Speaker, "The Importance of Estate Planning," RBC Wealth Management Webinar, May 16, 2023.
Speaker, "Update on Probate Planning: New Reporting Requirements for Bare Trusts," Aird & Berlis Webinar, March 15, 2023.
Co-Author, "Assisted Reproductive Technology and Posthumous Conception: Estate Planning and Insurance Considerations for the Age of the Modern Family," Insurance Planning, Federated Press, 2024, Volume XXIX, No. 1.
Co-Author, "CRA Announces Bare Trusts Are Exempt From Trust Reporting Requirements for 2023," Aird & Berlis LLP, March 28, 2024.
Co-Author, "Employee Ownership Trusts," Tax Profile (Wolters Kluwer), September, 2023.
Co-Author, "Canada Revenue Agency Extends Filing Deadline for Underused Housing Tax – Again," Aird & Berlis LLP, October 31, 2023.
Co-Author, "Underused Housing Tax Filing Deadline Extended to October 31, 2023," Aird & Berlis LLP, September 5, 2023.
Co-Author, "What Kinds of Estate Planning Can an Attorney Do?" Insurance Planning, Federated Press, 2023, Volume XXVIII, No. 3.
Co-Author, "Executor Horror Stories and Benefits of a Professional Trustee," Cidel Trust Company Blog, July 2023.
Co-Author, "Tax Relief Measures and Federal Benefits for Caregivers," Tax Profile (Wolters Kluwer), February 2023.
Co-Author, "Recent Estate Planning Developments in Canada," Insurance Planning, Federated Press, 2022, Volume XXVII, No. 2.