Kate Lazier, LL.B, CFP, TEP, is the Director and Lead of Estate Planning and Philanthropy at CIBC, specializing in crafting meaningful estate plans and charitable gifts for individuals and families. With extensive expertise in estates, trusts, and charitable law, they guide clients in implementing strategies that ensure seamless transitions and enhance tax efficiency. Prior to their current role, Kate spent 15 years practicing charity and non-profit law at Miller Thomson LLP, where they were a partner in the Social Impact specialty group, providing counsel and specialized tax advice to charities. Kate earned an Hons B.A. in Peace and Conflict Studies from the University of Toronto and a law degree from Osgoode Hall Law School.
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