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Kathryn Balter

Associate

Toronto

PROFILE

Kathryn is an Associate with the firm's Wills and Estates group. Her practice is focused on helping clients achieve their estate-planning goals by providing advice on wills, trusts, the transfer of assets, powers of attorney, and estate administration. She works in partnership with her clients to help them navigate complex matters and to protect and plan for the transfer of their personal assets.

Kathryn is active in the estates and trusts bar and is a member of the Ontario Bar Association (OBA) Executive for trusts and estates law as well as a member of the Society of Trusts and Estates Practitioners (STEP). She is a frequent contributor to Deadbeat, published by the Trusts and Estates Law Section of the Ontario Bar Association, and speaks at OBA programs on the topic of wills, estates and substitute decision making.

Publications

JUNE 13 2018

Congratulations to Kathryn Balter on her OBA Trusts & Estates Law Section Executive Appointment.

Congratulations to Kathryn Balter on her recent appointment to the 2018-2019 OBA Trusts & Estates Law Section Executive. 

MARCH 26 2018

Capping Political Contributions From Beyond The Grave

Although not a bequest that I often see in my estate planning practice, some people with distinct political leanings have historically taken advantage of an exemption from limits to political contributions in each calendar year by making such contribution in their Wills. Prior to the introduction of Bill C-23, dubbed the Fair Elections Act, which received Royal Assent on June 19, 2014, politically-inclined individuals could take advantage of former subsection 405(2) of the Canada Elections Act, S.C. 2000, c.9 (the "Act"), which permitted unlimited political contributions by way of testamentary disposition...

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FEBRUARY 08 2018

Emerging Issues in Estates, Trusts and Incapacity Law

Kathryn is Chair's this OBA Institute trusts & estates law program that will explore recent case law and statutory amendments, as well as essential practice management advice. Click here for more information and to register.

NOVEMBER 07 2017

Wills, Powers of Attorney for Property and Powers of Attorney for Personal Care

Most people are hesitant when it comes to dealing with their Wills and Powers of Attorney. Death and Disability are not easy subjects to deal with. Unfortunately, these are realities that are better dealt with than not...

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NOVEMBER 01 2017

November is Make a Will Month

Throughout November, Make a Will Month will see more than 40 legal information sessions presented by OBA members, including Mary Wahbi and Kathryn Balter of our Wills & Estates group, at libraries and community hubs in Toronto, Ottawa, Hamilton and Cambridge.

Education

University of British Columbia, J.D., 2011

University of Western Ontario, B.A., 2008

Memberships

OBA Executive, Trusts and Estates Law

Society of Trust and Estate Practitioners

Portrait

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