Find Lawyers in Quebec, Canada for Trusts and Estates
Practice Area Overview
Wealth accumulation, preservation, and enjoyment may include the use of Trusts or corporate structures to split income or pass future growth to the next generation while preserving a client’s access to income and capital for financial security and personal philanthropy during their lifetime. Succession of wealth involves proper Will planning for the transfer of assets to surviving family members. This may include the administration of assets through testamentary Trusts to avoid premature vesting, or to take advantage of income splitting and asset protection opportunities, and the sharing of family wealth with favourite charities in a tax efficient manner. Trusts established during a client's lifetime, or through their Will, also may be of value when planning for the equitable distribution of assets among members of blended families or the care of minors and incapable adults, and to encourage the responsible transmission of wealth.
Trust and Estate administration services include assisting the personal representative to obtain Probate of a Will, or Letters of Administration if no Will is found, and advising as necessary on administrative responsibilities. This includes advice concerning the gathering of assets, payment of liabilities, the establishment of any trusts designated by the terms of a Will, and communicating with beneficiaries regarding accounting and distribution matters. It may include advice to individual or corporate executors and trustees relating to the administration of ongoing trusts or with regard to the interpretation and implementation of the trust terms. Trust and Estate lawyers will have the ability to advise and represent personal representatives, or estate beneficiaries, in all aspects of estate administration, and in the event a dispute arises, they will assist in resolving contentious matters.
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Mastering the business issues of the business leaders he advises, Pierre T. Allard has established himself over the years as one of the best tax lawyers of his generation and a national reference in his field. The unanimous recognition from his peers and our clients speaks for itself. As a member of BCF’s Executive Committee, he is the one to turn to for major transactions, including the sale or acquisition of a business, the incentive and retention of key employees or the transfer of a...
A lawyer with exceptional leadership skills, Marie-Pier Baril stands out for her entrepreneurial spirit and her intimate knowledge of the Québec SME community. She advises an impressive portfolio of clients in the Greater Québec City area and the Centre-du-Québec region in corporate and business law. When faced with complex situations, she works tirelessly to unite the forces of multiple shareholders to achieve a common objective. With a particular focus on corporate gove...
Justine Benoit is a partner in the Tax Group of our Montréal office. She has extensive experience in corporate taxation, and her practice focuses primarily on transactions, mergers and acquisitions, and corporate reorganization. Justine takes a modern and proactive approach on taxation, closely monitoring the most recent changes and emerging practices in tax law. She keeps close tabs on areas of concern in the business community and adjusts her practice in order to keep up with the eve...
Serving a wide range of business clients, Matthew Bilmes is an authority on tax and estate planning matters. Matthew Bilmes proudly assists business owners plan for tax efficiency throughout their company’s life cycle. He works with commercial clients and owner-operators across generations to effectively minimize tax while helping to propel growth for a future sale or family succession. He is also involved in numerous cross-border tax planning files, assisting clients with interests in ...
Jules Charette practises tax law. He regularly advises businesses, developers, public bodies and financial institutions on the tax aspects of financings, mergers and acquisitions, reorganizations, executive compensation and international transactions. Mr. Charette also represents taxpayers in disputes with the tax authorities. In addition, he advises individuals on estate planning, which has led him to develop expertise in trusts and estates. Mr. Charette is co-chair of our Canadian tax team ...
Andrew Etcovitch specializes in corporate tax, particularly in domestic and cross-border corporate financing, corporate reorganizations and mergers and acquisitions. Andrew also has broad experience in designing tax-efficient ownership structures for owner- managed businesses and his experience includes advising companies within the real estate, video gaming and automotive industries as well as a wide variety of other businesses. Also within the scope of his practice, Andrew has represented c...
Éric Forget primarily represents and advises business owners and taxation professionals. His experience includes negotiating commercial agreements, tax litigation and the reorganization and buying and selling of businesses. He has a master’s degree in taxation, which informs his exploration of the taxation and legal aspects of a business’s activities and adds an entrepreneurial flair to his practice as a business advisor. He also offers a variety of services in estate and w...
Ms. Caroline Harnois is a member of the Family Law, Personal Law and Estate Law team. Her practice is focused on all aspects of family and estate law, which comprises private international family law, including international child abduction. Prior to joining the firm, Ms. Harnois worked as a lawyer with the Children, Person and Family Law team at The Hague Conference on Private International Law in the Netherlands, where she developed an expertise in extraterritorial conflicts and the applica...
Louise Houle puts her invaluable experience at your disposal to keep your assets safe. Louise is an experienced lawyer in the taxation team. Her practice focuses on tax and estate planning, especially for families holding real estate in Canada, the United States and Europe. She also advises wealthy families on matters pertaining to trusts as well as Canada-United States cross-border tax planning. Louise has extensive experience in complex national and international business structuring and in...
Antonio Iacovelli is an experienced litigator whose practice is focused on successions (estates) and trusts law, as well as construction law. He joined Miller Thomson’s Montreal office in 2007 after having articled there. Antonio is a full member of the Society of Trust and Estate Practitioners (STEP), a global professional association for practitioners in the field of trusts and estates whose members are recognized as experts in their field, with proven qualifications and experience. A...
Martin Lord is a Partner in our Estates, Wills and Trusts group. His practice focuses on tax law. He advises clients in business matters, particularly in terms of tax planning for the protection and cross-generation transmission of assets through domestic trusts or wills. He also facilitates charitable donations.
Nathalie Marchand, TEP practises in the areas of tax and estate planning. She has more than 30 years of experience providing advice on tax planning, estate planning, succession planning, wills and trusts for individuals and corporate clients. Throughout her professional career, Nathalie has used her expertise in these areas to help her clients by providing straightforward advice on a variety of taxation and estate planning matters. She assists in the elaboration and implementation of tax and ...
Luc Martel is the fourth generation of Martel lawyers and the second to practice at Martel Cantin. Luc Martel was born under the sign of the cat. He practices law in his area of expertise, tax and estate planning. Luc offers the entrepreneurs all the services they need to: set up a business (incorporation, shareholders’ agreement, partnership agreement, etc.); to grow their business (business planning: merger, acquisition, etc; and tax planning: purification, crystallization, eligibilit...
Thierry joined Martel Cantin's team in the summer of 2004 and began his articling at the Bar. He interrupted this internship to obtain a Master's degree in taxation from the University of Sherbrooke in 2006. He was sworn in in 2007 and has been working at Martel Cantin since then. Mr. Thierry is a recognized expert in Canadian taxation and corporate law. His expertise is focused on serving small and medium-sized businesses in Québec and their managers with the objective of optimizing t...
Troy McEachren, TEP, is an experienced estate and trust lawyer. Capitalizing on his expertise in civil law, common law, and tax law. Troy focuses his practice on tax and estate planning, family business succession planning, wills and trusts, corporate reorganizations and cross-border issues. He provides counsel to private clients, businesses, investment groups, trust companies, and philanthropists and also advises institutional and individual trustees and fiduciaries in the estates, trusts, t...
Isabelle P. Mercure is a partner and a member of our Business transactions and Tax law groups. Her practice focuses mainly on corporate law, trust law, and tax law. Ms. Mercure has extensive experience in mergers and acquisitions, corporate reorganizations (intergenerational transfers), integrating shareholders, protecting assets, as well as tax and estate planning. She is called upon to negotiate and draft various business agreements, including shareholder and partnership agreements, in the ...
Antonio Nadaira is a talented tax and business lawyer who focuses his practice on domestic and international taxation with an emphasis on corporate reorganizations, sale and acquisition, and estate planning. He assists businesses of all sizes in the various stages of their growth by being involved in a number of major commercial transactions. Antonio joined BCF in 2012, before which he was with a major national law firm where he practiced taxation and business law. Dedicated and attentive to ...
Clients can count on Francine Nelson (Wiseman) to answer any tax or business law question. With more than 35 years of tax and business law experience, Francine Nelson (Wiseman) is known for her practical approach and tailored solutions. She assists a wide range of private sector clients and specializes in corporate taxation, trusts, estate planning, mergers and acquisitions, and cross-border tax planning. In addition to her legal practice, Francine Nelson (Wiseman) operates a residential real...
Luc Pariseau is a partner and member of the Business law group, specializing in tax law. In his practice, Mr. Pariseau has often been called upon to advise emerging companies, major corporations, family businesses, and non-profit organizations on Canadian and international tax matters. Mr. Pariseau was also a lecturer for several years. Between 1990 and 1994, he gave courses on tax law related to real estate transactions at Université du Québec à Montréal, and, in ...
Marilyn Piccini Roy is a Partner and Head of the Estates, Wills and Trusts Group. Her practice focuses on wealth management, estates, trusts, regimes of protective supervision and elder law. She serves as counsel to private clients, trust companies, philanthropists, as well as individual and institutional trustees. Recognized as a leading lawyer in trusts and estates, wealth management and tax planning, Marilyn is also well known for her ability to interact with a wide network of professional...
Prior to establishing RaichLegal Inc, Robert Raich was a senior partner at Spiegel Sohmer Inc., a Montreal firm specializing in taxation law, where he served as managing partner for over 25 years. His areas of expertise include taxation advice for real estate transactions, advice to both purchasers and vendors in acquisitions and sales of businesses, corporate reorganizations, venture capital financing and charitable planning. At RaichLegal, Robert is able to create personalized plans for cli...
Mr. Barry H. Shapiro is a partner in our Business Law and Estates, Wills and Trusts groups. His practice focuses on mergers and acquisitions, business and corporate law, real estate, and wills and estates. He is frequently asked to advise clients on various matters relating to their businesses or personal estate planning.
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