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Katie Ionson

Consultant Fasken
Jurisdiction Ontario, 2012
Language(s) English
Office(s) Toronto
Contact

Katie Ionson is a Consultant with the Firm's Wealth Management, Charities and Not-for-Profit Group.

As part of her wealth management practice, Katie assists clients with Wills, powers of attorney, trusts, marriage and domestic contracts, and trust and estate administration. She has experience using estate planning to address a variety of client objectives, including income splitting arrangements, asset protection and business succession issues.

Katie is engaged in a broad practice in the areas of charities and not-for-profit law, which includes preparing applications for charitable status, assisting clients with transitioning to the new federal or provincial not-for-profit legislation, drafting endowment and gift agreements and advising on administrative and tax-related issues.

Katie summered with the Firm in 2010 and articled with the Firm in 2011-2012. She joined the firm as an Associate in 2012.

Date

Education

  • JD University of Toronto
  • BA (Hons) with distinction, Philosophy University of Toronto

Memberships & Affiliations

  • Member, Canadian Bar Association
  • Member, Ontario Bar Association
  • Member, Ontario Bar Association, Trusts and Estates Law Section
  • Member, Ontario Bar Association, Charities and Not-for-Profit Section
Article The Planning Trap: Issues With Joint Tenancies Personal Tax and Estate Planning, Federated Press
Article Brent Kern Family Trust v. R - Tax Court of Canada Confirms R. v. Sommerer Personal Tax and Estate Planning, Federated Press
Article Ontario Court of Appeal Considers the Limitation Period Applicable to Constructive Trust Claims All About Estates Blog
Top Drafting Strategies: Trusts and Wills
When Good Gifts Go Bad (and How to Avoid it) - Navigating Donor-Restricted Gifts and Testamentary Giving