About Courtney
Courtney Petch is a partner at CCSB Law focused on tax and estate planning. She helps clients prepare wills, powers of attorney, and trusts, and assists with reorganizing assets so they pass on as tax efficiently as possible. Her estate planning work includes complex situations involving private corporations, cross-border issues, Henson trusts, and difficult beneficiaries. She also guides estate trustees through administration, offering tax-efficient strategies and explaining their responsibilities. Clients describe her as friendly and easy to talk to about sensitive financial and family matters, and she listens carefully to each family's situation before recommending a plan that fits their goals.
Practice areas
Education & credentials
- Law school
- Queen's University
Listing compiled from public sources. Verify licence status on the Law Society of Ontario directory.