Wendy Templeton

Associate

Telephone: (705) 742-1674 ext. 288
email: wtempleton@llf.ca
Assistant: Monique McStravick
Assistant: Jaclyn Robinson

Wendy is a well-known expert in wills, trusts, estates and tax planning for individuals and business owners.

Wendy is the author of three professional texts, numerous publications and is a contributor to the new Canadian Bar Association national estates course. Clients will find Wendy's collective experience to be a valuable local resource.

To make an appointment with Wendy, please contact her assistants directly.

Practice Areas

Work Experience

  • Templeton Law - Templeton Estate Planning (2009-2016)
  • Torkin Manes (2008-2009)
  • BMO Financial Group (1995-2008)
  • Keyser Mason Ball & Lewis: Partner Tax and Estate Law (1987-1995)
  • Coopers & Lybrand Chartered Accountants - Tax Manager (1982-1987)
  •  Perry Farley & Onyschuk, Tax Lawyer  (1981-1982)
  • Supreme Court of Ontario, Law Clerk to Chief Justice (1980-1981)

Bar Admission

  • Ontario (1980)

Education

  • CANADIAN SECURITIES INSTITUTE: PDO – Partners, Directors and Officers (Honours), PFP – Professional Financial Planner (Honours), Canadian Securities Course
  • CANADIAN INSTITUTE OF CHARTERED ACCOUNTANTS: In-depth Tax Course
  • WESTERN UNIVERSITY, Faculty of Law J.D., Dean’s Honour List, ranking
  • UNIVERSITY OF TORONTO, EMMANUEL COLLEGE: Special Student, Toronto School of Theology
  • UNIVERSITY OF TORONTO, VICTORIA COLLEGE: B.A., English and Fine Art

Professional Associations and Designations

  • Law Society of Upper Canada
  • Canadian / Ontario Bar Association
  • Canadian Tax Foundation
  • Society of Trust & Estate Practitioners
  • Certified Financial Planner

Papers, Presentations & Articles

CANADIAN/ONTARIO BAR ASSOCIATON
  • Cross Canada Estate Law: CBA Wills Estates & Trusts Fundamentals 2015
  • US Estate Tax and Gift Tax: The View From Canada: CBA Wills Estates & Trusts Fundamentals 2015
  • Unique Estate Administration Assets (Booze & Guns): OBA November 2012 Chair
  • Tax Elections and the Surviving Spouse OBA October 2012
  • Estate Planning for Fractured Families Cross Canada Complexities - CBA August 2012
  • Estate Planning for Fractured Families A Tax Minefield - CBA August 2012
  • Wills and Estate Planning: Top Tips and Traps – CBA December 2011
  • 2010 Federal Budget: Section 116 Changes Announced, The Last Word, CBA, 2010
  • Failure to Create a Trust: The Antle Decision, The Last Word, CBA, 2010
STEP (Society of Trust and Estate Practitioners)
  •  Three textbooks on Taxation, Will and Estate Administration, and Estate Planning 2010-2011.
  •  Alter Ego and Joint Partner Trusts – Tax Problems, Uses and Cost Benefit Analysis: Toronto Program 2006
  •  Dealing with Securities Accounts and Brokerage Firms: Annual Conference, June 2005
LAW SOCIETY OF UPPER CANADA
  • Update Beneficiary Designations and Joint Accounts – Six Minute Estates Lawyer – November 2013
  •  Incapacity and Gifts: Six Minute Estates Lawyer – April 2009
  •  The Will is not the Whole Picture: 11th Annual Estates and Trusts Summit – Fall 2008
  • Registered Plans and the Second Spouse: Six Minute Estates Lawyer - April 2008
  • Will Drafting: Practical Issues and Residual Clauses: 5th Annual Estates and Trusts Forum - Fall 2002
  • Protecting and Defending Trustees: 4th Annual Estates and Trusts Forum - Fall 2001
  • Dealing with Deemed Income of a Trust: Six-Minute Estates Lawyer - June 2000
  • Blended Families and Family Law Concerns: Will Drafting Workshop – 1998
OSGOODE LAW SCHOOL - CONTINUING EDUCATION
  • Tax Tips & Traps Estates Wills and Trusts: February 2000
CANADIAN TAX FOUNDATION
  • Potpourri of Estate Planning Issues: Tips and Traps: Ontario Conference - 1999
  •  Capital Gains Exemption Parts I and II: Canadian Tax Journal 1984
OTHERS
  •  Tax and Estates Tutorials for the Society of Trust and Estate Practitioners