Trusts and estates
Kelly Charlebois is a go-to litigator with expertise in complex estates, trusts and capacity-related disputes in multifaceted cases. She is a tenacious advocate who persuasively and effectively advances her clients’ interests and achieves positive and cost-effective results for them in a broad range of areas. Kelly’s clients praise her strategic approach to handling their files.
Kelly has particular expertise in matters relating to estates, trusts, fiduciary and capacity-related proceedings. She has successfully represented high-net-worth individuals, institutions, and charitable organizations in this area, and estate representatives in a variety of contentious proceedings including: will challenges, will interpretations, guardianship applications, dependant support applications, passing-of-account applications, and proceedings involving breach of trust and breach of fiduciary duty.
Kelly is the leader of the firm’s national Estates and Trusts Litigation Group and a driving force in building and managing this practice area, notably among a number of major referral sources in the private banking sector. She regularly advises financial institutions and trust companies in relation to estates, powers of attorney, capacity issues and the administration of estates during litigation. Kelly also enjoys writing and speaking on a variety of topics. She is a contributing author to Miller Thomson’s publication Miller Thomson on Estate Planning.
Drawing on her strong commercial litigation background, which has provided her with extensive advocacy experience at all court levels, Kelly is well positioned to represent her clients in complex estates and commercial disputes.
Updated March 2022