Lindsay Ann Histrop

Lindsay Ann Histrop

Partner

Lindsay Ann Histrop
Contact Information

Lindsay Ann Histrop

Partner


T 416.865.6683

F 416.865.6636

E lhistrop@grllp.com

Education

Osgoode Hall Law School, LL.M. (Taxation), 1986
Osgoode Hall Law School, LL.B. 1980
York University, B.A. (Hons), 1977
Bar Admission

Ontario, 1982
About Gardiner Roberts LLP

For over 100 years, Gardiner Roberts has combined the benefits of a full-service law firm with the dexterity of a mid-sized one. Our focused, cross-disciplinary, one-team approach and commitment to understand your business joins our relevant expertise, immediacy and dedication to providing client-centric, hands-on service. 100% Canadian and fully independent, we offer a level of overall efficiency and cost-effectiveness that larger firms can't touch. Resisting "cookie-cutter" law, Gardiner Roberts has built its name - one rewarding client relationship at a time.

Executive Summary

As a partner in the Tax and Trusts Group, Lindsay practises in the area of personal tax and estate planning, estate administration and estate litigation. She regularly advises her clients on a wide range of matters including wills, trusts, domestic contracts, powers of attorney, mental incompetency proceedings, court audits, estate and trust taxation, and post mortem estate planning.

Lindsay has lectured extensively on tax and estate planning at the Canada Tax Conference, the Canadian Bar Association, the Law Society of Upper Canada, Insight seminars and Federating Press, among others. She is the author of Estate Planning Precedents, A Solicitor’s Manual, published by Carswell Professional Publishing. She has also written articles for the Canadian Tax Journal, Tax Management International Journal and the Ontario Bar Admission Course. Recognized as a leading lawyer in the area of estate planning and personal tax planning, Lindsay appears in the Canadian Legal Lexpert Directory and Best Lawyers in Canada. She is also profiled as a noteworthy Canadian in Who’s Who in Canada.

Expertise

Representative Work
  • Handling a complex post mortem variation of trusts under a will, deferring taxes of over $2.5 million, thereby ensuring the continued viability of the deceased’s highly successful business.
  • Negotiating a settlement, on behalf of the estate, in respect of a contentious will interpretation matter in which there were over 700 potential beneficiaries, saving the estate and its beneficiaries thousands of dollars in legal costs.
  • Assisting a terminally ill client in structuring her estate plan to benefit her family and favoured charities, preserving the estate for the beneficiaries by eliminating substantial income and probate taxes on death.
  • Resolving a family dispute over the division of the deceased’s real estate holdings and other assets on death, maintaining both family ownership and family harmony.
  • Assisting executors in the efficient management of a business and its 65 employees following the sudden death of the owner-manager, and successfully achieving the sale of the business within 6 months of the owner’s death.
Articles and Presentations
  • Estate Planning Precedents, A Solicitor’s Manual, (Toronto: Thomson Canada Limited), 2016 (first published, 1989)
  • “Exercise of Powers and Duties”, Widdifield on Executors and Trustees, 6th ed. (Toronto: Thomson Canada Limited), 2016 (first published, 2003)
  • The Power to Add and Delete Trust Beneficiaries – 2012 Senior Estates & Practitioners’ Forum
  • Planning for Persons with Disabilities – 2010 Senior Estates and Trust Practitioners’ Forum
  • Multiple Wills – 2009 Advanced Roundtable in Estates
  • Recent Issues in Interpreting and Administering Wills – 2008 Canadian National Conference
  • Taxed to Death: Heightened Audit for Ontario Estate Administration Tax
  • Moral Claims for Dependants’ Relief – Are the Cases following Cummings v. Cummings Markedly Different?, Lexpert Legal Directory 2009
  • Joint Ownership: Clarity or Query from the Supreme Court of Canada?, Lexpert Legal Directory 2008
Articles

Recognition
  • Best Lawyers in Canada 2006-2017 (Trusts & Estates)
  • Canadian Legal Lexpert Directory 2000-2016 (Estate and Personal Tax Planning)
  • Martindale-Hubbell BV® Distinguished™ rating
Professional Involvement
  • American Bar Association
  • Canadian Bar Association
  • Canadian Tax Foundation
  • International Bar Association
  • Ontario Bar Association
  • Society of Trust and Estate Practitioners
  • Toronto Lawyers Association