William Dion-Bernard, TEP

Notary, Partner

Office

Montréal

LinkedIn

 

William Dion-Bernard is a Notary and Partner in our Estates, Wills and Trusts Group. He works regularly with property administrators, high-net-worth individuals, and families with estate- and tax-related issues. William’s practice focuses on asset protection, including all aspects of real estate law:

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

William has extensive expertise in estate planning, liquidation and settlement. He regularly advises clients on Quebec civil law trusts and foreign trusts, and assists wealthy individuals in structuring gifts of substantial assets with regard to taxation. William has also advised registered charities on technical tax matters and on communications with revenue agencies.


Associations

Canadian Bar Association:

  • Director and officer of the Quebec Branch
  • Member of the Wills, Estates and Trusts section

Association professionnelle des notaires du Québec

STEP Canada



Bulletins

Impact of COVID-19 on Estate Planning: Quebec is Ahead of the Curve

3 April 2020

While we are witnessing the unfolding of unprecedented times, the coronavirus pandemic should also serve as a stark reminder of the importance of keeping your estate planning documents current. Although we do not presently and, perhaps will not for some time in the future, have the luxury of face-to-face personal meetings with our clients to […]


Publications and Conferences

Faculty of Law, McGill University: lecturer (2022–present)

Legal Techniques programme, Ahuntsic College: lecturer (2012–2022)

“Supernumerary judges: Today and Tomorrow”, Estate Planning, National Judicial Institute conference, June 21, 2022

“Domicile: what is it, when does it matter, & why do you care?”, STEP Canada National Conference, June 16, 2022

“Estate Administration”, yearly professional development seminar of the Jewish Community Foundation of Montreal, June 8, 2022

“Rédaction de testaments sur mesure”, forum on estate planning and settlement held by the Association de planification fiscale et financière (APFF), May 12, 2022

“Tax and Civil Law Cases Related to Trusts”, conference on trusts, APFF, March 24, 2022

“Pièges et enjeux en matière de planification successorale”, APFF continuing education activity, October 26, 2021

“Jurisprudence récente en matière de fiducies”, 2021 APFF Annual Conference, October 8, 2021

“Québec, Les irréductibles civilistes: famille, succession, fiducie…”, webinar on conflicting laws, Chambre des notaires du Grand Paris, June 28, 2021

“Practitioners’ Update: Trust and Estate Law”, STEP Canada National Conference, June 14, 2021

“Jurisprudence en matière de fiducie”, webinar on trusts, APFF, February 4, 2021

“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

Secretary for Les deux mondes theatre company (2022–present)

Volunteer for various fund-raising events

Bénévole pour les ateliers d’alphabétisation des enfants



Education

Notarial Law Degree (D.D.N.)

University of Sherbrooke

2008

Bachelor of civil law (LL.B.)

University of Sherbrooke

2007


Professional orders

Chambre des notaires du Québec

2009