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William Dion-Bernard, TEP

Telephone : (514) 393-7494

Fax : (514) 878-1865

Email : wdionbernard@rsslex.com

VCard

William Dion-Bernard’s practice involves regular contacts with administrators of the property of others, high-net-worth individuals and families with estate- and tax-related issues. 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

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

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

Lecturer at Collège Ahuntsic, where he teaches legal techniques.

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