McLeod Law

403.278.9411

‍403.271.1769


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The convenience of two offices (downtown and south Calgary) makes it easier to meet with your lawyers.

Calgary South

300, 14505 Bannister Road SE
Calgary, AB T2X 3J3

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Calgary Downtown

Centennial Place, West Tower
Suite 2110, 250 – 5th Street SW
Calgary, AB T2P 0R4

Get Directions

Assistant

Tina Fisher

403.254.3855

Education

  • 2018 Executive Certificate in Conflict Management, University of Windsor, Faculty of Law
  • 2002 University of Calgary, LLB
  • 1998 Portland State University, BA (Honours)

Admissions

  • 2003 Alberta

Experience

As designated mediator and lawyer, Shelley is equipped to bring families together for either preventative strategy or to mediate any known disagreements.

In a family meeting, Shelley helps clients uncover any tensions or unknown expectations, pre or post estate planning. It’s an effective exercise used to help prevent disagreements that could lead to litigation.

For clients with disputes or potential disputes in their family, Shelley offers her mediation services to guide the process for her client tactfully, and reach a resolution without having to go near a courtroom.

Clients have highly recommended Shelley, giving her a 5 out of 5 on Martindale Hubbell and Canadian-Lawyers.ca.

Recognition

HONOURS AND AWARDS

  • Client rating of 5/5 by Martindale Hubbell and Canadian-Lawyers.ca
  • Volunteer of the Year, Glenlake Hockey Association

RECENT MEDIA COVERAGE

  • Interviewed in, “Canadian Life Insurers Want Different Treatment for Assisted Dying,” Life Pro News, April 2016
  • Interviewed on estate planning, The Rutherford Show, June 2013
  • Quoted on the topic of wills and succession planning, The Rutherford Show, March 2012
  • Quoted on the topic of succession planning, CTV News, March 2010
  • Quoted on the topic of succession planning, CBC Wildrose Country, March 2009 and March 2010
  • Quoted on the topic of succession planning, Global News, March 2010

 PUBLICATIONS

Memberships
  • Society of Estates and Trusts Practitioners (STEP)
    • Trust and Estate Planner (TEP) designation (2012-present)
  • Canadian Bar Association
    Former chair, National, Wills & Trusts Section (2016-2017)
    • Wills & Trusts Section - National, 6-year term
    • End of Life Working Group (2016-present)
    • Former chair, Southern Alberta, Wills & Trusts Section (2010-2012)
    • Former committee member, Southern Alberta, Wills & Succession Act (2011-2012)
    • Former committee member, Southern Alberta, Wills & Trusts Law Section, Adult Guardianship and Trusteeship Act (2010-2011)
  • Alberta Advance Care Planning, Collaborative Research and Innovation Opportunities (ACP CRIO) Research Program (2015-present)
  • Leave A Legacy Calgary
    • Former Executive Member (2004-2015)
  • Canadian Association of Gift Planners
    • Former Executive Member, Southern Alberta Round Table (2012)
Community
  • Glenlake Hockey League
    • Board member
    • House League Tournament coordinator, 2014-2019
Teaching Roles & Speaking Engagements

SPEAKING ENGAGEMENTS

PRESENTER

Conflict Resolution and mediation in guardianship & trusteeship matters

Legal Education Society of Alberta - Adult Guardianship and Trusteeship Fundamentals Course, February 2019


PRESENTER/MODERATOR

Joint Ownership: Legal Developments and Best Practices

CBA National Webinar, October 2018


CHAIR & PRESENTER

Elder Law Topics

Legal Education Society of Alberta (LESA), May 2018 (Calgary), June 2018 (Edmonton)


PRESENTER

Guardianship and Trusteeship

CBA Alberta Health Law Section - South Meeting, February 2018


PRESENTER

Estate Planning for the Average Wealth Client

Legal Education Society of Alberta (LESA), November 2017, December 2017


PRESENTER

Medical Assistance in Dying

Society of Trust & Estate Planners (STEP), October 2017


PRESENTER/MODERATOR

Elder Financial Abuse

CBA National Webinar, June 2017


PRESENTER

Capacity and Influence

Legal Education Society of Alberta (LESA), March 2017 (Calgary), March 2017 (Edmonton)


PRESENTER

Medical Assistance in Dying

Calgary Estate Planning Council, March 2017


PANELIST

Advance Care Planning - How Lawyers can help their clients

The Alberta Advance Care Planning CRIO Research Program, September 2015, February 2017


PARTICIPANT

Estate Planning & Litigation Forum

Cambridge Forums, April 2016, April 2017


PRESENTER

Common Errors in Will and Trust Drafting

CBA National Will, Estate and Trust Fundamentals for Estate Practitioners, October 2016


PRESENTER

Capacity/Dementia Issues of an Aging Population

Canadian Association of Gift Planners National Conference, April 2016


PRESENTER

Elder Abuse and use of the Alter Ego Trust

Society of Trust & Estate Planners (STEP), April 2015


SPEAKER

Wills & Succession Act of Alberta and the Adult Interdependent Relationships Act

Conciliation & Arbitration Board, Social Welfare Board, and Economic Planning Board, March 2015


TEACHING ROLES

ADJUNCT PROFESSOR

Wills & Estates Class, University of Calgary, Faculty of Law, 2014


SEASONAL LECTURER

Estate Planning and Administration

Chinook Learning Services, Continuing Education, 2006-2009


SEASONAL LECTURER

Estate Planning and Administration

Calgary Catholic School Board, 2005-2008


DEVELOPED COURSE MATERIAL

Being an Executor Program

Chinook Learning Services, August 2009

 

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