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OUR PEOPLE

Our consultants are dedicated to building charitable good in Canada by assisting charities in maximizing the bequests they receive. We operate principally in the “golden horseshoe” area in southwest Ontario. At SCC, we believe we should lead by example. We each give a portion of our annual revenue to charity SickKids Hospital.




jsweatman@BequestConsulting.com



Jasmine Sweatman is the Principal of SCC. Throughout her career she has championed charities by sharing her legal knowledge, providing them with advice and fighting for them in the courtroom.

Jasmine strives to ensure that estate trustees respect charitable organizations chosen as beneficiaries. She is passionate about educating charities so they know their rights. She cites misunderstanding among estate lawyers & trustees, as well as charities, about their rights and responsibilities regarding bequests as the principal source of difficulty that can arise. The prevalence of this misunderstanding inspired her to write the only textbook in this area, Bequest Management for Charitable Organizations. It is a highly readable and practical text, written for readers who run charities.

Jasmine manages her own law firm, Sweatman Law. It provides legal advice on: estates & trusts; charity & bequest mangement; capacity planning; Will planning for wealth preservation; the administration of estates and trusts; guardianships ; resolution of disputes involving estates, trusts, and powers of attorney. Over the past twenty years, Jasmine has appeared before all levels of the Courts in Ontario as well as the Supreme Court of Canada.

Jasmine is a Certified Specialist in Estates and Trusts Law and holds various other professional designations as a trusts and estates practitioner and in the field of elder law. She proudly sponsors the Sweatman Award, given annually to a key volunteer of the Canadian Association of Gift Planners in the Toronto area.

Sweatman Law provides services to SCC clients when they require it.

Awards

The Best Lawyers in Canada in the Specialty of Estates and Trusts, 2009 - Present
Leading Practitioner in Charities, Lexpert®

Professional Associations and Memberships

  • Society of Trusts and Estate Practitioners (STEP Worldwide), Member
  • Canadian Association of Gift Planners, Golden Horseshoe Roundtable, Member
  • Ontario Bar Association, Estates & Trusts and Charities Sections, Past Chair; Not-for-Profit Sections, Past Member
  • Canadian Bar Association, Elder Law Section, Executive
  • Law Society of Upper Canada, Past Committee Member; Certified Estates and Trusts Specialist Committee
  • Halton County Lawyers Association, Past Member
  • Estate Planning Council, Past Chair
  • Sick Kid's Foundation Legacy Advisory Committee, Past Member



    slewis@BequestConsulting.com



    Stewart Lewis is a consultant with SCC. He has provided consulting services to charity and non-profit clients on education & professional accreditation, board governance and marketing/communications.

    Prior to coming to SCC, he was CEO of the Canadian branch of the Society of Trust and Estate Practitioners for several years. The members of that organization are lawyers, accountants, investment/insurance advisors and trust officers who specialize in estate planning. He provided vision and leadership in several areas, including: educational programming & accreditation; fundraising/sponsorships; governance and financial reporting; and, government relations. During his tenure, STEP launched the Canadian diploma for educating new professionals entering the trusts and estates field.

    In private practice he was a civil trial lawyer. He also spent two years with the federal Department of External Affairs as a member of a team of diplomats and journalists, negotiating a treaty at the United Nations in New York to regulate offshore fishing.

    He has been a journalist – either full-time or on a freelance basis – for almost 25 years. He has written for daily, weekly and monthly consumer, business and legal publications. He was tax and estate planning columnist for a national publication for the investment advisor industry and has written extensively about advanced planned giving tools. He has reported for CBC Radio and TV.

    Aside from being a lawyer and journalist, he is also a teacher. Most notably, he taught at a maximum-security federal prison. He also spent one year of graduate study at the Atlantic School of Theology.

    Awards

    Department of Foreign Affairs and International Trade: Certificate of Outstanding Contribution

    Professional Associations and Memberships

    • Law Society of Upper Canada, Member
    • Ontario Bar Association, Charities & Non-Profits Section, Member
    • Canadian Bar Association, Elder Law Section, Member
    • Canadian Association of Gift Planners, Greater Toronto Area, Member
    • Canadian Society of Association Executives, Member
    • Community Engagement Committee, St Andrew’s United Church, Toronto, Member
    • St Andrew’s United Church Choir, Member
    • Holds Nova Scotia Teachers License

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