Carla Figliomeni
TEP LLB

Membership category: Full Member i

'TEP' status denotes full membership of STEP and is the top level of STEP membership. TEPs are fully qualified practitioners with proven qualifications and experience. They can use the letters 'TEP' after their name. TEPs must adhere to STEP's Code of Professional Conduct.

Bay Adelaide Centre
333 Bay Street
Suite 4600
Toronto
ON
M5H 2S5
Canada

Email: cfigliomeni@kpmg.ca
Telephone: +1 416 228 4345
Practice Areas: Cross-border estates, Elderly and vulnerable clients, Estate planning/administration, Family business, Family office, Trust planning/administration, Wills and probate, Tax Advisory - Trusts and estate planning, Wills and administration of deceased estates, International client, Succession planning
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Profession:
Lawyer/Solicitor/Attorney
STEP Qualifications:
STEP Advanced Certificate in Cross-Border Estates
Firm:
KPMG LLP
Branch/Chapter:
STEP Toronto
Special Interest Groups:
Business Families | Cross-Border Estates | International Client
Biography:

 

Carla Figliomeni’s practice focuses on trusts and estates and personal tax planning. Carla helps her clients to develop and implement cohesive tax and estate plans that reflect their financial objectives and their short and long term goals.

Carla advises clients on planning for family business succession, corporate reorganizations and amalgamations, and estate freezes, as well as maximizing capital gains exemptions, identifying income-splitting opportunities, and drafting wills and trusts with consideration to probate tax issues, Family Law Act implications, and eligibility for the Ontario Disability Support Program. In addition, Carla’s practice encompasses domestic and cross-border estate planning, including Canada-U.S. planning and planning involving common law and civil law jurisdictions and forced heirship regimes.

 

Carla works closely with family offices, including KPMG’s multi-family office, to help simplify complex wealth circumstances, protect and grow a family’s estate, plan for effective charitable giving, and uphold a family’s legacy. 

 

Carla also advises both individual and corporate trustees, executors, and attorneys for property on their duties and obligations, and has experience advising on multi-jurisdictional estate administrations. In addition, Carla often counsels beneficiaries on their rights with respect to their interest in a trust or estate.

 

Carla obtained her Bachelor of Laws from the University of Ottawa, excelling specifically in the area of taxation. Carla was called to the Ontario bar in 2010. She completed her Master of Laws in Taxation from Osgoode Hall Law School in 2014, with a focus on various areas of domestic and international taxation, including the international taxation of electronic commerce.

Prior to joining KPMG Law LLP, Carla was a partner in the Tax group of a large national firm, focusing on personal tax planning for high net worth individuals.

Carla enjoys writing and speaking on a variety of topics. Carla is a member of the Society of Trust and Estate Practitioners (STEP). She has received a Worldwide Excellence Award from STEP for her paper entitled, 'The Effectiveness of Exculpatory Clauses', and an Achievement Award for obtaining the highest standing in STEP Canada's Qualified Practitioner Program.

 

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