Nadia Bechai

Executive Summary

Nadia is a partner in the Tax and Estate Planning Group at Gardiner Roberts, focusing on estate planning and estate administration. She works with professionals, business owners, blended families, and individuals to create practical, personalized estate plans that reflect their unique goals and circumstances. Her experience includes business succession planning, cross-border matters, cottage succession, planning for beneficiaries with special needs, charitable giving, and the settlement of family and other trusts.

Nadia also supports executors, trustees, and attorneys for property and personal care, guiding them through each stage of the estate administration process—from the initial steps and probate to the final distribution of assets.

She holds the internationally recognized TEP designation from the Society of Trust and Estate Practitioners and is a regular speaker at community and professional events on estate planning and administration.

Expertise

• Tax and Estate Planning
• Estate Administration

Representative Work

• Prepared the estate plan for a high net worth blended family with ongoing business activities, which included business succession planning, a spousal trust and trusts for beneficiaries with various needs.
• Assisted a business owner with the preparation of an estate plan that balanced sensitive family dynamics among children, some of whom were heavily involved in the family business.
• Acted on behalf of an Estate Trustee in the administration of an estate with complex legal issues by negotiating with third parties to successfully avoid protracted court proceedings and manage costs to the estate.
• Advised an Attorney for Property in managing the property of an incapable person where many assets were held jointly with a third party whose interests conflicted with those of the incapable person.