Estates, Wills and Trusts

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.

William Dion-Bernard to Speak on Private Client Matters

Over the next few days, William Dion-Bernard will be taking part in two professional education activities related to private client matters: On Thursday, February 6, he will be summarizing recent cases on trusts and estates as part of a seminar on trusts hosted by the Association de planification fiscale et financière; On Tuesday, February 11, […]

William Dion-Bernard becomes a partner with RSS

Charles E. Flam, Managing Partner of Robinson Sheppard Shapiro, is pleased to announce that William Dion-Bernard, a member of our Estates, Wills and Trusts Practice Group, has been admitted to the partnership. “With his background as a notary, William has brought a very precious addition to the scope of services that we can offer” said […]

William Dion-Bernard on the Board of the CBA–Quebec

William Dion-Bernard, a notary in our Estates, Wills and Trusts Practice Group, was recently appointed on the Board of the Canadian Bar Association’s Quebec Branch for a second consecutive mandate. With some 2,200 members, this branch is the Quebec division of the largest professional association for legal advisers in the country.

Our Estates, Wills and Trusts Practice Group is host to a networking activity

RSS’s Estates, Wills and Trusts Practice Group is pleased to join forces with the Canadian Bar Association for a networking cocktail that will take place in our Square Victoria offices on Thursday, February 28. This informal meeting, focused on the development of skills and talent, will facilitate contacts between professionals interested in estate planning issues. […]

Communications by Marilyn Piccini Roy

Marilyn Piccini Roy, Ad. E., is the author of “Canada-US Estate Planning:  Doesn’t Travel Well”, an article in the latest issue of the Trust Quarterly Review, published by STEP, the Society of Trust and Estate Professionals. On Wednesday, November 9, in Montréal, she will be making a presentation on “Power, Money, Sex and Drugs: Perspectives on […]

RSS welcomes Marilyn Piccini Roy, Ad. E.

RSS is pleased and proud to welcome Marilyn Piccini Roy, Ad. E., who is joining the firm as of today. Marilyn is an expert on wealth management, estates, trusts, regimes of protective supervision and elder law. The wealth of her experience as well as her abundant publications and conferences make her one of Quebec’s leading […]