Wendi P. Crowe

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Wendi Crowe brings experience and knowledge in tax, business succession planning, trusts and estate planning to address the complexities of today’s families. With a down-to-earth, collaborative approach, Wendi guides entrepreneurs in achieving their goals, whether transferring the business to a new owner, to key employees or to family members. Serving diverse private and family enterprises ranging from professional service firms to construction, manufacturing and technology companies, Wendi advises clients at all stages of the business life cycle, including incorporation, ownership structure, partnership and shareholder agreements, acquisitions, divestitures, estate freezes and other restructuring. Her approach to transactions is practical and multi-faceted, addressing the operational, regulatory, tax, succession and estate planning issues facing individuals and family enterprises. Wendi prepares trusts for minors, spouses and dependent adults, family trusts, and wills, powers of attorney and personal (health care) directives. Wendi also advises individuals on owning U.S. property and planning for U.S. citizens and U.S. beneficiaries.

Wendi is also an engaging writer, instructor and lecturer. She shares insights on tax, trust and estate planning topics for clients, legal professionals and other trusted advisors. Her extensive array of presentations and publications highlight her commitment to sharing her deep knowledge and experience with a broad audience.

Wendi is an esteemed member of various legal associations, showcasing her commitment to excellence in the field. Her recognition in prestigious publications such as Best Lawyers in Canada and Chambers High Net Worth Guide underlines her knowledge in trusts and estates, corporate law, and tax law. Graduating with distinction in Commerce, followed by the Gold Medal in Law, and a track record of other notable achievements, she brings a wealth of knowledge and experience to every client interaction.