Catherine practices in tax, trusts and estate planning as well as estate administration. She advises clients at both personal and corporate levels on matters such as: wealth preservation, probate planning, business succession and incapacity planning. Catherine’s expertise in income tax and local real estate taxes uniquely equips her to identify tax-related issues and provide comprehensive and practical solutions that complement her extensive background in estates and corporate law. In her work with owner-managers of family businesses, Catherine regularly advises on corporate governance and other strategic planning with tools like trusts and shareholders’ agreements.
As part of her trust and estates administration practice, Catherine advises executors and trustees on matters that arise in the course of managing an estate or trust. In addition to obtaining the necessary estate grants, she helps individuals navigate the responsibilities of acting as an executor or trustee and advises on issues such as asset distribution, beneficiary rights, executor and trustee compensation and tax considerations. She has also appeared before the B.C. Supreme Court and B.C. Court of Appeal on matters involving the interpretation of wills and trust documents. Catherine has completed all 3 years of the CPA Canada In-Depth Tax Course (2016 to 2019). She has also volunteered and served on the board of directors for the AWF Association of Women in Finance and on the executive of CBABC subsections.
Catherine joined Boughton Law as a summer student in 2011 and was called to the British Columbia bar in 2013. She obtained her Juris Doctor from the University of British Columbia, Allard School of Law, in 2012 and her Bachelor of Arts degree with a major in Psychology from the University of
British Columbia in 2007.
Presenter, “Wills and Estates Update” for the Chartered Professional Accountants of B.C. (CPABC) Vancouver Chapter, February 2020
Presenter, “Employment, Family, Tax and Estates Law” for Dress for Success, August 2019
Presenter, “Exit Strategies: The Purchase and Sale of a Business” for The Entrepreneur Conference, April 2017
Presenter, “Buy-Sell Agreements – Legal Considerations and Funding” for HollisWealth and Luft Financial, September 2015
Panelist, “Employees vs. Contractors: What your Business Should Know”; Spacekraft Presents: Creating Genius Global Entrepreneurship Week, November 2015