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William Dion-Bernard, TEP

Telephone : (514) 393-7494

Fax : (514) 878-1865

Email : wdionbernard@rsslex.com

VCard

William Dion-Bernard is a Notary, Partner in our Business law / Estates, Wills and Trusts / Tax Law Group. His practice focuses on asset protection, including all aspects of real estate law, including:

  • Trusts
  • Wills and protection mandates
  • Marriage contracts, civil union and cohabitation agreements
  • Declarations of transmission
  • Non-contentious proceedings
  • Hypothecs and mortgages
  • Acquisitions and dispositions
  • Servitudes
  • Real estate title searches and correction of title defects

His practice involves regular contacts with administrators of the property of others, high-net-worth individuals and families with estate- and tax-related issues.

Representative Matters

Has extensive expertise in estate planning, liquidation and settlement

Regularly advises on Quebec civil law trusts as well as foreign trusts

Assists wealthy individuals in structuring gifts of substantial assets with regard to taxation.

Has advised registered charities on technical tax matters and on communications with revenue agencies

Associations

Canadian Bar Association: director and officer, Quebec Branch; member, Wills, Estates and Trusts section

Association professionnelle des notaires du Québec

STEP Canada

Publications and Conferences

Lecturer, Legal techniques, Collège Ahuntsic (2012–)

“Incapacité au pays et à l’étranger : défis liés aux territoires de compétence multiples”, STEP Canada conference, October 29, 2020

“Étude de cas : règlement de succession”, APFF Annual Conference, October 8, 2020

“Practitioners’ Update: Trust and Estate Law”, STEP Canada Conference, September 17, 2020

“L’introduction aux droits des successions”, Canadian Bar Association, Wills, Estates and Trusts Section, February 11, 2020

“Développements récents en droit des fiducies”, APFF Seminar on Trusts, February 6, 2020

“L’utilisation de fiducies dans un contexte de planification successorale”, RSS in-house conference, September 4 and June 19, 2019

“Développements récents en droit des fiducies”, APFF Seminar on Trusts, February 5, 2019

“Les Revues jurisprudentielles : testaments, successions et fiducies”, Canadian Bar Association, Wills, Estates and Trusts Section, September 13, 2018

“Estate Trust Jurisprudence Review (Civil Law)”, STEP Conference, Montréal, May 3, 2018

“Démystifier les fiducies », Quebec Association of Paralegals, March 15, 2018

“Développements récents en droit des fiducies et des successions”, APFF Seminar on Trusts, February 8, 2018

Community Involvement

Volunteer for various fund-raising events

Volunteer for child literacy workshops

Languages

English, French

Education

Notarial Law Degree (D.D.N.), University of Sherbrooke, 2008

Bachelor of civil law (LL.B.), University of Sherbrooke, 2007

Professional Order

Chambre des notaires du Québec, 2009