Lori heads the firm's Estates, Trusts and Charities practice. She has been named by Best Lawyers® as one of the best lawyers in Canada in her practice area, and repeatedly recognized as a Leading Practitioner in Estate & Personal Tax Planning in the Canadian Legal Lexpert® Directory.

Lori assists the firm's clients in managing and transferring their assets through the use of business succession plans, trusts and wills. She assists in the establishing of charities and non-profit organizations. Her practice also includes all areas of trusts, wills and estate administration, including work under the Substitute Decisions Act.

Lori is the Ontario Editor of the Estate & Trust Reports (Carswell). Lori also authors an electronic newsletter through Carswell publications called, WeirFoulds Estates & Trusts. Lori was co-editor of the Ontario Bar Association Trusts and Estates section newsletter Deadbeat and was the editor of Without Prejudice, the Women's Law Association newsletter (1989-91). She is a member of the Society of Trust and Estate Practitioners (STEP). Lori is a Past President of the Canadian Association of Women Executives and Entrepreneurs; a former member of the Executive of the Women's Law Association of Ontario; and the former Vice-Chairperson of the Real Property Section of the Ontario Bar Association. She has been a seminar instructor at the Bar Admission Course, has lectured in many seminars for the Canadian Bar Association, the Law Society of Upper Canada, the Canadian Institute, the International Bar Association, and regularly addresses community groups.

Lori Duffy specializes in wills, trusts, estate planning and charities. In 2013, Lori was honoured with a Lexpert® Zenith Award, Celebrating Women Leaders in the Legal Profession.

Lori heads the firm's Estates, Trusts and Charities practice. She has been named by Best Lawyers® as one of the best lawyers in Canada in her practice area, and repeatedly recognized as a Leading Practitioner in Estate & Personal Tax Planning in the Canadian Legal Lexpert® Directory.

Lori assists the firm's clients in managing and transferring their assets through the use of business succession plans, trusts and wills. She assists in the establishing of charities and non-profit organizations. Her practice also includes all areas of trusts, wills and estate administration, including work under the Substitute Decisions Act.

Lori is the Ontario Editor of the Estate & Trust Reports (Carswell). Lori also authors an electronic newsletter through Carswell publications called, WeirFoulds Estates & Trusts. Lori was co-editor of the Ontario Bar Association Trusts and Estates section newsletter Deadbeat and was the editor of Without Prejudice, the Women's Law Association newsletter (1989-91). She is a member of the Society of Trust and Estate Practitioners (STEP). Lori is a Past President of the Canadian Association of Women Executives and Entrepreneurs; a former member of the Executive of the Women's Law Association of Ontario; and the former Vice-Chairperson of the Real Property Section of the Ontario Bar Association. She has been a seminar instructor at the Bar Admission Course, has lectured in many seminars for the Canadian Bar Association, the Law Society of Upper Canada, the Canadian Institute, the International Bar Association, and regularly addresses community groups.

Publications

"Estate Alert - Common Misconceptions about Joint Accounts and Joint Ownership", WeirFoulds LLP, November 2015 (with Hayley Peglar)

"Estate Alert - Planning for Custody and Financial Support After Death", WeirFoulds LLP, July 2015 (with Bianca La Neve)

"Estate Alert - 2015 Federal Budget Highlights", WeirFoulds LLP, April 2015 (with John Wilkinson)

"The Carter Decision — What's Next? ", WeirFoulds LLP, February 2015

"The Supreme Court of Canada Overturns Prohibition on Physician-Assisted Suicide", WeirFoulds LLP, February 2015

"Important Amendments to Ontario's Estate Administration Tax Act", WeirFoulds LLP, January 2015

"Budget 2014: Changes to the Taxation of Trusts and Estates", WeirFoulds LLP, February 2014

"Client Newsletter - Winter 2012", WeirFoulds LLP, December 2012 (with John Wilkinson and Albert Formosa)

"What You Need to Know: Changes to Ontario's Estate Administration Tax Act ", WeirFoulds LLP Winter 2012 Client Newsletter, December 2012

"Quiz: U.S.-Canada cross-border estate issues", Canadian Lawyer InHouse Magazine, December 2011

"Frye Ruling a Recipe for Litigation", Law Times, Speaker's Corner, October 2009 (with Clare Burns and Maralynne Monteith)

"Guardianship: What You Need to Know", Total Access, October 2009 (with Clare Burns and Maralynne Monteith)

"The Duty of an Attorney to Account", Law Times, May 2009

"Handle Estate Transfers of Real Property with Care", The Lawyers Weekly, April 2009

"Estate Litigation Quiz", Canadian Lawyer IN HOUSE Magazine, April 2009 (with Clare Burns)

"Shareholder Agreements Gone Wrong", WeirFoulds LLP Corporate - Estate Alert Update - Winter 2009, February 2009 (with Clare Burns)

"Guardianships", WeirFoulds LLP Litigation Update - September 2008, September 2008 (with Maralynne Monteith and Clare Burns)

Editor (Ontario), Estate & Trust Reports, Carswell.

Editor, WeirFoulds Estates & Trusts Electronic Newsletter, Carswell.

Co-editor, Deadbeat, Ontario Bar Association, Trusts and Estates Section.

Editor, Without Prejudice, Women's Law Association, 1989-91.

Co-author, chapter entitled "Canada", International Succession (3rd ed.), (Oxford University Press: Toronto, 2010).

Author, "Transfers of Real Property from an Estate", The Lawyers Weekly, Wills, Estates, Charities & Trusts Focus Section, April 10, 2009.

Author, chapter entitled "Various Endorsements of Interest to Estate Practitioners", Estate Administration, A Solicitor's Reference Manual, (Toronto: Carswell, 2007), p. SLL-56-74.

Author, chapter entitled "Two More Endorsements of Interest to Estates Practitioners", Estate Administration, A Solicitor's Reference Manual, (Toronto: Carswell, 2007), p. SLL-82-89.

Author, chapter entitled "A Handbook for How Not to be an Estate Trustee", Estate Administration, A Solicitor's Reference Manual, (Toronto: Carswell, 2007), p. SLL-90-91.

Author, chapter entitled "Technology and Testamentary Documents", Estate Planning Precedents, A Solicitor's Manual, (Toronto: Carswell, 2007), p. 6.1-387-389.

Co-author (with Jessica A. Watkins), "Case Comment: Pecore v. Pecore" (2007) 32 ETR (3d) 82.

Speaking Engagements

Speaker, "Estate planning for Women and Singles with no children", Leave A Legacy Information Series, Toronto Reference Library, Toronto ON, July 13, 2017

Speaker, "Trusts in 2016-What do they look like?", 22nd East Region Solicitors Conference 2016, County of Carleton Law Association, May 13, 2016

"Brain Health: The Changing Brain and Healthy Aging", Planned Giving Committee of Providence Healthcare Foundation, May 11, 2016

"Spring Cleaning: Organizing Your Financial Closet", WeirFoulds LLP, May 10, 2016

"Power of Attorney for Personal Care and Property", Dotsa Bitove Wellness Academy, February 26, 2015.

"When Worlds Collide: The Interdisciplinary World of Estates Practice", OBA Institute, February 6, 2014.

"Electronic Conveyancing, Estates and Trusts", OBA "Hearth and Home-Here and Hereafter: Retirement Housing:, March 30, 2009.

"Estate Planning: The Basics and Beyond", The Kiwanis Club, National Club, February 27, 2008.

"Current Cases of 2007", Estate Planning Council, December 11, 2007.

"Preparing for Retirement", Toronto Catholic School Board.

"Everything Your Family Needs to Know about Senior Care and Estate Planning - Strategies to Minimize Taxes and Maximize Family Harmony", RBC Dominion Securities Seminar, May 18, 2006.

"Cleaning Your Financial Closet", Prepare for Estate Planning: Women to Women Seminar presented by Toron Capital Marketplace, May 10, 2006.

"Gift of a Lifetime Workshop: Planned Giving Tax Implications", Timothy Eaton Memorial Church, May 8, 2006.

"Covenants, Conditions and Restrictions – What They Are, How to Register and How to Remove", Lorman Seminar, Easements, Covenants and Similar Rights in Ontario, March 30, 2006.

"Have a Career and a Life: Find Your Balance", The Law Society of Upper Canada, February 2, 2006.

"Housing Issues" CBAO Seminar, Elder Law: Golden Threads Among the Silver, Speaker and Seminar Co-Chair, June 1, 2001.

"Powers of Attorney for Property and Personal Care" Sixth Annual Contemporary Legal Issues Conference: Legal Update, 5, May 3, 1995.

"Non-Profit Housing in Ontario" CBAO, A Real Estate Buffet: A Taste of Topics for 2, January 30, 1992.

"Building and Developing for Non-Profits and Co-operatives" The Canadian Institute, Housing for an Aging Society - Early, Middle and Late Retirees, October 3 and 4, 1991.

"Issues Arising on the Purchase, Sale and Financing of a Matrimonial Home" CBAO Seminar, Questions of Judgment: Standards of Professional Conduct in Reviewing and Opining on Titles, May 7, 1990.

"The Development Charges Act", A Practical Perspective" Legal Issues in the 90´s, May 1, 1990.

"Agreements of Purchase and Sale: New Homes" LSUC, Basic Real Property­Update, March 27, 1990.

"Registration Revisited: Covenants, Conditions, Cautions and Restrictions" (co-authored with J. L. Pandell) CBAO, Registration Revisited, October 4, 1987.

"The Second Half of the Deal" (co-authored with M. Boynton) LSUC, Real Estate for Legal Secretaries, 1986.

"Proving There Isn't a Problem: Who's Entitled to What" LSUC Seminar.

"Covenants, Conditions Cautions & Restrictions" CBAO Seminar.

Awards & Recognition

Recognized as a leading practitioner in the 2016 Canadian Legal Lexpert® Directory

Recognized as a leading practitioner in Trusts and Estates in Best Lawyers® in Canada

Recognized with a 2013 Lexpert® Zenith Award celebrating women leaders in the legal profession

Professional Activities

Adjunct Professor, University of Toronto Law School, teaching the Wills and Estates law course.

Affiliations

Estate Planning Council Of Toronto

Canadian Association of Women Executives and Entrepreneurs

National Association of Women Lawyers

Women's Law Association of Ontario

Ontario Bar Association

International Bar Association

Toronto Lawyers Association

Society of Trusts & Estates Practitioners (STEP)

The ADR Institute of Ontario Inc.

Corporate Directorship

Providence Healthcare Foundation

The Martin Aboriginal Education Initiative

Community Involvement

Toronto Association for Community Living - Planned Giving Committee

Providence Healthcare Foundation - Planned Giving Committee

Women in Philanthropy for Providence (WIPP)

Partner*

Toronto
Direct 416.947.5009
Fax 416.365.1876
lduffy@weirfoulds.com
* Partner through a professional corporation

Practice Areas

Wills, Trusts, and Estate Planning

Commercial Real Estate

Called to the Bar
Ontario (1984)
Education
Osgoode Hall Law School
LL.M. 2009

University of Windsor/Stitt Feld Handy Group
2009
ADR Certificate of Achievement

University of Ottawa
LL.B. 1982

McMaster University
B.A. 1979

Awards & Recognition
Recognized as a leading practitioner in the 2016 Canadian Legal Lexpert® Directory

Recognized as a leading practitioner in Trusts and Estates in Best Lawyers® in Canada

Recognized with a 2013 Lexpert® Zenith Award celebrating women leaders in the legal profession

Professional Activities
Adjunct Professor, University of Toronto Law School, teaching the Wills and Estates law course.
Affiliations

Estate Planning Council Of Toronto

Canadian Association of Women Executives and Entrepreneurs

National Association of Women Lawyers

Women's Law Association of Ontario

Ontario Bar Association

International Bar Association

Toronto Lawyers Association

Society of Trusts & Estates Practitioners (STEP)

The ADR Institute of Ontario Inc.

Corporate Directorship

Providence Healthcare Foundation

The Martin Aboriginal Education Initiative

Community Involvement

Toronto Association for Community Living - Planned Giving Committee

Providence Healthcare Foundation - Planned Giving Committee

Women in Philanthropy for Providence (WIPP)

Called to the Bar

Ontario (1984)

Education

Osgoode Hall Law School
LL.M. 2009

University of Windsor/Stitt Feld Handy Group
2009
ADR Certificate of Achievement

University of Ottawa
LL.B. 1982

McMaster University
B.A. 1979