Stephanie Daniels Email Address

Lawyer

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Stephanie is a tax and estate planning lawyer in the Tax and Private Wealth Group at Farris. Since her call to the bar in 2004, Stephanie has practised in the areas of taxation, wealth management, and trust and estate planning. Stephanie creates tax-effective estate plans and corporate structures for families and high-net-worth individuals, including wills, estate freezes, all types of trusts and corporate reorganizations. She also assists not-for-profit and charitable organizations in respect of tax matters. Stephanie frequently works in collaboration with accountants, financial advisors and family law lawyers and has experience in cross-border planning. To give her clients ready access to full-service legal representation, Stephanie joined Farris in 2009 after practising for five years at a boutique tax and estate planning firm. She is a frequent presenter and author, a member of the Canadian Tax Foundation, the Society of Trust & Estate Practitioners, and the Canadian Bar Association’s Tax, Wills & Trusts (Executive member) and Charities & Not-For-Profits Sections, and a past director of the Association of Women in Finance. She has completed Parts I and II of the Canadian Institute of Chartered Accountants In-depth Tax Course and the Minerva Foundation of British Columbia’s Women Leading the Way course. In 2016 Stephanie was selected by her peers for inclusion in The Best Lawyers in Canada in the area of Trusts & Estates.