Megan Lambert

Megan’s approach to tax and estate planning is practical and thoughtful. She is trusted for her ability to structure her clients’ affairs effectively and to navigate the complexities that arise in layered family dynamics.

Megan is a member of the firm’s Tax, Trusts & Estates and Charities & Not-for-Profits Groups. She advises individuals and families with respect to estate and succession planning matters, including probate planning, cross-border planning, and the preparation of wills, trusts and powers of attorney. She also assists clients with estate administration.

Co-Author, "Think Before Putting All Your Trust in a Trust," Insurance Planning , March 2026.

Co-Author, "CRA Announces Bare Trusts Are Exempt From Trust Reporting Requirements for 2024," Aird & Berlis LLP, Tax News Flash , October 30, 2024.

Co-Author, "CRA Announces Bare Trusts Are Exempt From Trust Reporting Requirements for 2023," Aird & Berlis LLP, March 28, 2024.

Co-Author, "Canada Revenue Agency Extends Filing Deadline for Underused Housing Tax – Again," Aird & Berlis LLP, October 31, 2023.