Estates, Wills and Trusts

Presentations by Carly Flam and William Dion-Bernard at a Professional Development Seminar

Today, June 8, two of the firm’s partners took part in “Traps to Avoid in Estate Planning & Administration”, the yearly professional development seminar of the Jewish Community Foundation Montreal. Carly Flam discussed matrimonial regimes while William Dion-Bernard talked about estate administration. Sharon G. Druker, Ad. E. also collaborated as a member of the Professional Advisory […]

RSS Welcomes Francis Hemmings in Its Estates, Wills and Trusts Group

RSS is pleased to announce that Francis Hemmings is now part of its Estates, Wills and Trusts Group. Since his call to the Bar, in 2012, Francis has accumulated substantial experience in litigation matters, especially in matters involving vulnerable or incapable persons. Marilyn Piccini Roy, Ad. E., TEP, head of the group, is pleased with this […]

William Dion-Bernard To Speak on Wills Drafting

Nowadays, blended families and common-law unions are no longer exceptional.  Estate planning strategies that were designed for traditional families are no longer adapted. On May 12, during the forum on estate planning and settlement held by the Association de planification fiscale et financière, William Dion-Bernard will make a presentation on “Rédaction de testaments sur mesure” […]

Seminar on Trusts With William Dion-Bernard

The Association de planification fiscale et financière will be presenting its seminar on trusts on Thursday, March 24. William Dion-Bernard, notary with our Estates, Wills and Trusts Group, will be speaking on tax and civil law cases related to trusts.

Dossier LesAffaires : Propriétaires d’entreprise et dirigeants : repensez la gestion patrimoniale à l’heure de la COVID-19

Only availaible in French. Cet article de Robinson Sheppard Shapiro a été publié dans le cadre d’un Dossier Partenaire avec LesAffaires.com. Découvrez tous les articles du Dossier ci-dessous.  Il y a un an, lorsque les premières conséquences de l’émergence de la COVID-19 se sont manifestées, Marilyn Piccini Roy avait une crainte à l’esprit. « J’espère […]

Rights and Obligations of Spouses at Death: A Webinar With Natacha Calixte

What are the rights of married, civil union or de facto spouses upon the death of one of them? These are the questions that Natacha Calixte will be addressing on Monday, March 8, in Les droits et obligations des conjoints : planification des conséquences du décès, a webinar hosted by the Wills, Estates and Trusts section of the Canadian Bar […]

New Faces at RSS (Behind Their Mask, Naturally!)

RSS is pleased to announce that three new members recently joined our team: We are especially pleased with the return of Laurence Gauthier, who practiced with us for 10 years before leaving temporarily in 2015. Laurence is a seasoned litigator and over the years she has represented entities in diverse areas. More particularly, she has […]

A Paper by Lauren Flam in a Prestigious Journal

The latest issue of the Estates, Trusts and Pensions Journal contains a paper by Lauren Flam. In “‘Not a Case about a Mere Referral’: Reflections on Salomon v. Matte-Thompson”, (2020) 39 ETPJ 330, she comments on a decision in which the Supreme Court of Canada redefined the extent of the professional liability of a lawyer […]

COVID-19: Time to Go Over Your Estate Planning, According To Marilyn Piccini Roy

The pandemic is both the reason and the occasion to re-examine one’s estate planning, as suggested by Marilyn Piccini Roy, Ad. E., in “Estate planning during a pandemic”. In this piece published by the Bequests and Planned Gifts Service of McGill University, Marilyn explains that the pandemic has alerted certain people to the necessity of […]

Marilyn Piccini Roy’s Work Gets Recognized Again

Marilyn Piccini Roy, Ad. E., TEP, was recently awarded the 2019 Volunteer of the Year award by STEP Canada, a leading association of tax and estate professionals. She was also re-elected as Secretary of the International Academy of Estate and Trust Law.