What ties together the areas of Melodie’s practice – tax, business, wills, estates and trusts law? A common goal: to provide highly effective, approachable, and accessible legal service to each of her clients, regardless of how complex or technical the issues might be.
When helping individual clients with business and estate structuring, Melodie ensures their planning wishes are met in the most tax-efficient way possible – for example, byminimizing probate fees through multiple wills. Clients seek Melodie’s help with everything from straightforward transfers of modest estates to long-term structuring of family-owned businesses. Because of the Okanagan’s proximity to the United States, Melodie is also well-versed in the cross-border estate and tax issues that are relevant to many of her clients.
Melodie makes it a personal and professional priority to serve clients who are disabled or whose family members have disabilities. Despite the complicated laws in this area, Melodie finds it especially rewarding to develop trust and estate planning strategies to ensure that a person with a disability receives the most appropriate financial care.
Businesses of all kinds, ranging from closely held single corporations to complex organizations with multiple shareholders, rely on Melodie’s expertise in restructuring to meet their tax or estate planning objectives and to assist with reorganizations and shareholder agreements. Melodie also helps societies and charities with their unique non-profit issues.
Melodie completed her Bachelor of Arts in psychology and criminology at Simon Fraser University before obtaining her Bachelor of Laws from the University of Alberta. She has also completed advanced tax training through the Canadian Institute of Chartered Accountants and the Canadian Bar Association. She has been published in a leading Canadian legal periodical, the Real Property Reports.
Melodie was raised in Kelowna and has spent most of her life here, and her commitment to the community is clearly evident through her involvement in many local organizations. She is a member of the Kelowna Estate Planning Society, the Kelowna Tax Discussion Group, the Kelowna Gift Planning Advisory Council, the Kelowna Bar Association, and theKelowna Chamber of Commerce. She is a director of the Okanagan Xeriscape Association and a past director of Big Brothers Big Sisters of the Okanagan.
Outside the office, Melodie’s top priority is spending time with her family. She enjoys the outdoors and all the Okanagan has to offer, including kayaking, hiking, snowboarding, and growing fresh fruits and vegetables with her family.
*Providing services through a law corporation.
- Estate planning, including wills, trusts, representation agreements and powers of attorney
- Tax planning for individuals and businesses
- Planning for persons with disabilities, including disability trusts
- Corporate structuring and reorganizations