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Bernadette Dietrich is a partner and chair of the Trusts and Estates section of our Tax Group in Toronto. She practises in the areas of trusts, personal tax, estate planning and succession, estate litigation, estate administration, substitute decision-making and charities matters.
Ms. Dietrich’s clients include financial institutions, corporate trustees, financial planning firms, owner managers, family businesses, charitable organizations and private clients. She is a trusted advisor in the areas of sophisticated estate planning and the establishment and administration of trusts in commercial and personal contexts.
She has been an instructor in the Estate Administration Course for the Institute of Law Clerks of Ontario and an advisor to the Institute. Ms. Dietrich was also an instructor for the Law Society of Upper Canada, Bar Admission Course in the Estate Planning and Administration Section for more than 10 years. She is a past-chair of the OBA Trusts and Estates Section and a former editor of the Section’s Deadbeat publication. Ms. Dietrich is a member of the Toronto Estate Planning Council, a member of the Society of Trust and Estate Practitioners and an editor of its "STEP Inside" publication. She is a frequent speaker and writer on her areas of expertise. She has chaired or participated in numerous continuing legal education seminars for members of the legal profession, industry groups and others. Ms. Dietrich writes regularly for professional publications and is a co-author of Widdifield on Executors and Trustees.
Ms. Dietrich is listed as one of The Best Lawyers in Canada in the field of trusts and estates. She is listed as a Recognised Practitioner in the area of private client in the current edition of Chambers Canada. She is listed in Who's Who Legal: Canada as a leading lawyer in private client and private funds. She also appears in the current edition of The Canadian Legal Lexpert Directory, a guide to the leading law firms and practitioners in Canada, as a leading lawyer in the area of estate & personal tax planning.
She received her LLB from the University of Ottawa in 1986 and her BA (Hons.) from the University of Waterloo. Ms. Dietrich was called to the Ontario bar in 1988.
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