Although every client’s situation is different and often times very personal, Courtney Petch treats them all with her friendly and understanding demeanor, ability to listen and empathize, and passion for planning and problem solving.
In her tax and estate planning practice, she thrives on the challenge of maneuvering family dynamics and tax law simultaneously to come up with creative solutions that not only meet the needs of her clients but also, reassure them that everything from their businesses to their families have been taken care of.
She works with clients on their unique estate planning by preparing wills, powers of attorney for property and personal care and a variety of trusts. Courtney also assists clients in reorganizing their assets to ensure that they pass as tax efficiently as possible to the intended beneficiaries. Courtney is experienced with dealing with a variety of complicated estate plans that include anything from private corporations and cross-border issues to Henson trusts and difficult beneficiaries.
Administering an estate can be a complicated and difficult process, Courtney provides caring assistance to estate trustees by assisting them with the legal process, suggesting tax efficient ways of dealing with estate assets and advising them of their responsibilities and how to deal with the beneficiaries.
Courtney also provides considerable expertise in advising clients with respect to income tax planning, including reorganizations, transferring wealth from one generation to another, and utilizing trusts.
Prior to joining CCSB, Courtney articled at a large firm in downtown Toronto and practiced with a sole practitioner. She values the supportive, collaborative and caring environment at CCSB and prides herself on contributing to the exceptional client service that the firm is known for.