Marissa German, TEP

Marissa
German, TEP
Associate
403-254-3690
Assistant: 
Vickey Tims
403-873-3704
Education: 
Admitted to the Alberta Bar, 2004
University of Alberta, LL.B., 2003
University of Calgary, B.A., 1999
Overview: 

Since 2004, Marissa has made estate and trust planning and administration the focus of her practice. Marissa advises clients on a range of estate and trust planning and administration matters including:

  • preparation of wills, trusts, enduring powers of attorney and personal directives
  • obtaining guardianship and trusteeship orders
  • advising clients who act as an Executor, Trustee, Attorney or Agent on their duties and navigating contentious issues
  • advising beneficiaries of a trust or estate of their rights
  • incapacity/represented adult matters including contested issues
  • court applications for estate and represented adult matters

Prior to joining McLeod Law, Marissa gained valuable experience at a national trust company as the Prairies Regional Manager for estate, trust and power of attorney administration and assisted high net worth clients with estate planning.

Marissa is a frequent presenter on estate planning and estate administration topics.

Professional Associations & Activities

  • Member, Estate Planning Council of Calgary (Board Member)
  • Member, Society of Trust and Estate Practitioners (STEP)
  • Executive Member, Canadian Bar Association, Wills and Trust Section
  • Member, Canadian Bar Association
  • Member, Law Society of Alberta
  • “International Estate Planning Handbook” of DFK, a national association of independant accounting firms, co-author of the Canadian section, 2015

Speaking Engagements

  • Presenter, University of Alberta, Personal Planning, October 2016
  • Presenter, STEP Calgary Branch, Seminar, 'Different Jurisdictions, Different Laws: How Conflicts in Laws can Impact an Albertan’s Estate Planning and Administration', September 22, 2016
  • Presenter, Calgary Health Trust, Estate Planning, May 2016
  • Presenter, Friends of Fish Creek Speaker Series, Estate Planning, April 2016
  • Presenter, Scotia Wealth Management, Incapacity Planning, March and April 2016

Teaching Roles

  • Legal Education Society of Alberta, Presenter at “Practice Fundamentals for Will and Estates” (CPLED), Spring 2016
  • Legal Education Society of Alberta, Presenter at “Practice Fundamentals for Will and Estates” (CPLED), Winter 2015

Media