Andrea Tratnik

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Address: 7th Flr. 130 Adelaide St. W. Toronto, Ontario M5H 2K4
Lawyer Firm: Beard Winter LLP
Phone: 416-306-1815
Fax: 416-593-7760
Email: atratnik@beardwinter.com
Website: www.beardwinter.com

Areas of Practice
Estates & Trusts; Wills; Corporate & Commercial Law; Taxation

Profile
Andrea Tratnik is a partner in the firm’s Trusts and Estates Group and Corporate Group. She is a qualified Trust and Estate Practitioner (TEP) as designated by the internationally recognized Society of Trust and Estate Practitioners (STEP). She is currently an executive member of the Trusts and Estates Law Section of the Ontario Bar Association (OBA) and a longstanding member of the Canadian Tax Foundation.

Andrea helps clients achieve their estate and trust planning objectives by providing high-quality, personalized advice and work product. She works with clients and their advisors to create efficient plans designed to minimize probate tax and address various income tax considerations.

In addition, Andrea thoughtfully guides families through the probate and estate administration process and recognizes that navigating these legal avenues can be especially difficult after the loss of a loved one.

Andrea also provides advice on a variety of private corporate matters, including business succession planning.

Andrea is a frequent contributor to a number of Canadian and international publications. She has published articles with the Law Society of Ontario, OBA, STEP, Taxes & Wealth Management, the Journal of International Tax, Trust and Corporate Planning, and Offshore Investment Magazine. She also recently co-authored the Canadian chapter of International Trust Laws (Jordan Publishing, 2022) and the Canadian chapter of Family Offices: The STEP Handbook for Advisors, Third Edition (STEP and Globe Law and Business, 2023).

Andrea regularly presents on trust and estate matters to financial advisors and their clients, lawyers, banks, and members of the community.

Andrea sat on her firm’s articling committee from 2013 to 2021 and has spent time volunteering as a supervising lawyer for the Wills Project with Pro Bono Students Canada.

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