Suzanna Winsborough is a Partner at Keyser Mason Ball, LLP and a member of the firm’s Business Law Services group. With a practice that focuses on wealth preservation and estate planning, Suzanna advises individual and corporate clients on their estate planning wills and trusts, estate planning, the execution of family business succession plan and corporate reorganization plans. She also prepares and advises on different types of inter-vivos trusts, including joint partner trusts and discretionary family trusts to be used for tax planning.
Suzanna recently achieved her CLU designation known as Canada’s premier wealth transfer and estate planning designation with an additional focus on risk management, wealth creation and preservation. All of which further enhances her ability to deal with complex estate planning situations.
She regularly works with clients’ accountants and other professional advisors to implement business succession plans that will follow the interests and wishes of clients while protecting the business and clients’ beneficiaries and successors.
A large part of Suzanna’s practice involves implementing estate freezes and other tax-driven corporate reorganizations to assist clients with transitioning family businesses to the next generation and for general tax planning.
MEMBERSHIPS & ASSOCIATIONS
Estate Planning Council of Mississauga
Community Foundation of Mississauga, Donor Development Committee