Anne M. Werker is certified by the Law Society of Upper Canada as a Specialist in Estates and Trusts Law. Anne’s practice and experience covers an extensive range of estate and trust issues, including planning, administration, and some dispute resolution. She has provided advice to parents, children, spouses, trust companies, government agencies, accountants and lawyers related to the duties of an executor, trustee or substitute decision maker; and the entitlements of beneficiaries.

Anne was called to the Bar in 1993. She has an LL.B. from Osgoode Hall Law School; a B.A. from the University of Toronto; and an M.A. from Queen’s University. She is a member of the Society of Trust and Estate Practitioners.

Anne has published several academic articles, written educational materials for the Canadian Bankers Association, and has made numerous presentations on estate and trust law issues to colleagues and client groups, including:

• “WHAT MILNE DOES NOT SOLVE: ALLOCATION CLAUSES IN MULTIPLE WILLS AND ONTARIO ESTATE ADMINISTRATION TAX”, published in Money & Family Law (Issue 34-3), Thomson Reuters, March 2019.
• “Discharge of a Trustee by Deed of Release and the Function of a Seal” (2013), 41 Advocates Quarterly 451
• “Recent Developments in Limitations Law” presented at the Six-Minute Estates Lawyer Program, Law Society of Upper Canada (April 2009)
• “Grants of Administration for Property in Ontario Owned by Persons Living and Dying Elsewhere” presented at the Six-Minute Estates Lawyer Program, Law Society of Upper Canada (April 2008)
• “The Limits and Limitations to a Beneficiary’s Recourse Before and After Judgment Passing Accounts” presented at Emerging Trends in Estates and Trusts: What Does the Future Hold? Canadian Bar Association (April 2008)
• “Limitation Periods in Ontario and Claims by Beneficiaries” (2008), 34 Advocates Quarterly 1
• “The Percentage Trust: Uniting the Objectives of the Life Tenant and Remainder person in Total Return Investing by Trustees” (2006), 25 Estates, Trusts & Pensions Journal 329
• “Death, Taxes and Registered Education Savings Plans,” published in issue no. 112 of the Estate Planner (May 2004)
• “Non-Insurance RRSPs — Uses and Misuses of Beneficiary Designations,” presented at the Sixth Annual Estates and Trusts Forum (November 2003)