Estates, Wills and Trusts

We have assembled a group of legal professionals, consisting of specialized lawyers and notaries, with complementary expertise to offer our clients concrete solutions for the transfer of their assets.

Our diversified team has extensive experience in intergenerational asset transfers and offers a full range of estate and trust services, including guidance to administrators of the property of others (liquidators, trustees, tutors, agents, etc.). We advise families, individuals, partners, philanthropists, charities and private trust companies on their estate and trust planning. We provide our clients with strategies to address all issues related to wealth management, estate litigation and dispute resolution, local, national, and international tax planning, protection regimes and elder rights.

Our  Estates, Wills and Trusts Services at a Glance

  • Local, national and international estate planning
  • Tax planning
  • Estate and trust disputes
  • Wills
  • Protection mandates
  • Trusts
  • Disability planning
  • Protective regimes
  • Elder law
  • Family assets
  • Charitable donations
  • Business succession planning

Our Estates, Wills and Trusts professionals7

Lauren Flam

Lawyer, Associate

Marilyn Piccini Roy, Ad. E., TEP

Lawyer, Partner and Head of the Estates, Wills and Trusts Group

Barry H. Shapiro

Lawyer, Partner