Megan Lambert TEP

Associate

Admitted to the Ontario Bar: 2021
  • Toronto

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  • Bio
  • Professional Involvement
  • Representative Matters
  • Selected Speaking Engagements
  • Selected Publications
  • Insights
  • Education

Megan’s approach to tax and estate planning is practical and thoughtful. She is trusted for her ability to structure her clients’ affairs effectively and to navigate the complexities that arise in layered family dynamics.

Megan is a member of the firm’s Tax, Estates & Trusts and Charity & Not-for-Profits Groups. She advises individuals and families with respect to estate and succession planning matters, including probate planning, cross-border planning, and the preparation of wills, trusts and powers of attorney. She also assists clients with estate administration. 

Other Languages:

French

Professional Involvement

Memberships

  • Canadian Tax Foundation
  • Member, Society of Trust and Estate Practitioners (STEP Canada)
  • Canadian Bar Association

Representative Matters

Represented DataStealth Inc., a Toronto-based cybersecurity firm, in connection with its sale of control to Canadian tech entrepreneurs, Michael and Richard Hyatt.

Selected Speaking Engagements

Speaker, "Update on Probate Planning: New Reporting Requirements for Bare Trusts," Aird & Berlis Webinar, March 15, 2023. 

Selected Publications

Co-Author, "CRA Announces Bare Trusts Are Exempt From Trust Reporting Requirements for 2024," Aird & Berlis LLP, Tax News Flash, October 30, 2024.

Co-Author, "CRA Announces Bare Trusts Are Exempt From Trust Reporting Requirements for 2023," Aird & Berlis LLP, March 28, 2024.

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, "Underused Housing Tax Reporting Requirements for Bare Trusts and Nominee Corporations," Aird & Berlis LLP, February 16, 2023. 

Co-Author, "Canadian Finance Releases Consultation Paper on the Modernization of GAAR," Tax Notes International, November 14, 2022.  

Co-Author, "Pour with Care," STEP Journal, August 30, 2022. 

Insights

Education

  • JD, Osgoode Hall Law School, 2020
  • BA (with Hons.), Carleton University, 2015

Expertise

Tax
Estates & Trusts
Charities & Not-for-Profits