Catherine Kim Email & Phone Number

Catherine has been a practicing lawyer for over 10 years and specializes in estate and trust planning, as well as estate administration. She focuses on personal estate and business succession planning and advises on matters such as: wealth preservation, probate minimization and incapacity planning. Catherine is recognized by Best Lawyers in Canada for her work in Trusts and Estates.Catherine’s background in tax equips her to navigate various income tax and regional real estate tax issues and to provide comprehensive solutions that complement her expertise in estates and corporate law. She works with accountants, investment professionals and other advisors to implement proactive and practical solutions for individuals, owner-managers of small and medium-sized businesses and professionals of various disciplines.Examples of her experience include:• advanced estate and probate planning with tools like multiple Wills and alter ego/joint partner trusts• setting up family trusts and advising on ownership structures for income tax and succession planning• implementing estate freezes as a strategy for business owners considering a sale or transfer to the next generation, while minimizing taxes arising on death• advising on corporate governance and preparing shareholders’ agreementsCatherine also advises executors on the various matters that arise over the life cycle of an estate. In addition to obtaining probate and administration grants, she advises on issues such as executor responsibilities, asset distribution, beneficiary rights, executor compensation and tax considerations.Catherine has completed the CPA Canada In-Depth Tax Course (2016 to 2019). She also served on the board of directors for the AWF Association of Women in Finance and on the executive of the Canadian Bar Association’s BC subsections. Catherine is also a regular presenter at continuing education seminars and conferences for lawyers, accountants and financial advisors.

Listed skills include Legal Advice, Corporate Law, Legal Writing, Estate Planning, and 4 others.