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Wendy D. Templeton, B.A., J.D., TEP

Updated: February 7th, 2022 | Peterborough | Lawyer List W | Templeton Law | Estates and Trusts, Taxation, Wills,

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Address: 1264 Scollard Drive, Peterborough, ON, K9H7K9
Lawyer Firm: Templeton Law
Phone: (705) 768-2368
Email: wtempleton@templetonlaw.ca
Website: www.TempletonLaw.ca

First Year of Call 1980
Areas of Practice Taxation, Wills, Estates and Trusts
Description Wendy Templeton practices law and is a well-known author and lecturer with a background in taxation of trusts and estates, business succession, and wills, trusts and estates. Her client base includes Peterborough, the Kawarthas, and the Toronto and Greater Toronto Area. She has a strong commitment to education, having made a significant contribution to the Diploma program for the Society of Trust and Estate Practitioners of Canada, and as a founding Co-Chair of the national Will Estate and Trust Fundamentals offered by the Canadian Bar Association. w, our services include, wills, trusts, and estates, and related income tax matters.

Her practice includes advising business owners regarding tax planned estates and business succession, estate administration, and advising beneficiaries, trustees, executors, estate trustees, guardians and attorneys for property and personal care understanding their rights and obligations. Another area of practice is cross border estate planning particularly relating to Canada-US and Canada-UK cross border issues. Wendy has experience planning for the family cottage and other unique assets, and assisting parents and families plan for those with special needs or who may want to preserve provincial benefits such as ODSP.

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