Congratulations to Associate, Jessica Y. Lo for having earned the Trust and Estate Practitioner (TEP) designation, signifying full membership to the Society of Trust and Estate Practitioners (STEP). The TEP designation is recognized worldwide and is a way of formally identifying qualified practitioners and distinguishing them as those who regularly deal with trusts and estates.
To qualify, professionals are required to complete advanced course work and exams, and obtain significant experience for at least two years in one or more of the following: planning, creation, management of and accounting for trusts and estates, estate administration, and related taxes.
Jessica is experienced in helping clients plan for their futures, from estate planning to advising on business succession planning, incapacity planning, and trust matters. She also regularly guides and advises executors and trustees on administration issues.
For more information on estate planning or estate administration, please contact:
Jessica Y. Lo
Associate lawyer – Wills, Trusts and Estate Planning and Estate Administration
Lindsay Kenney LLP
Tel: 604 484 3076