Best Montréal, Quebec Trusts and Estates Lawyers

Daniel Frajman is a lawyer recognized by Best Lawyers in the practice areas of Corporate Law and Trusts and Estates. Daniel practices law in Montréal, Quebec Best Lawyers has recognized Daniel Frajman since 2021. The Best Lawyers recognition is based on a peer-review survey of lawyers in the same geographic region and legal practice area. The recognition reflects the professional regard in which Daniel Frajman is held by other lawyers.

Marc-Olivier Plante is a member of our tax team. His practice encompasses all tax aspects of mergers and acquisitions, corporate financing, business reorganizations and international transactions. He also handles matters relating to estate planning and transfers of family businesses. Mr. Plante also assists a wide array of taxpayers in disputes with the tax authorities, particularly in income tax and consumer tax matters. He also advises taxpayers in connection with voluntary disclosures and ...

Frédéric Barriault is a member of the Corporate/Commercial group at the Montréal office. His practice is centered on trust law, estate planning, assets protection strategies and corporate restructurings for private clients. He advises individuals, families and their enterprises from various backgrounds in order to provide them with tailor-made solutions in order to meet their personal goals, estate and business succession goals and philanthropic intentions. With his exper...

Nathalie Marchand, TEP practises in the areas of tax and estate planning. She has more than 30 years of experience providing advice on tax planning, estate planning, succession planning, wills and trusts for individuals and corporate clients. Throughout her professional career, Nathalie has used her expertise in these areas to help her clients by providing straightforward advice on a variety of taxation and estate planning matters. She assists in the elaboration and implementation of tax and ...

Justine Benoit is a partner in the Tax Group of our Montréal office. She has extensive experience in corporate taxation, and her practice focuses primarily on transactions, mergers and acquisitions, and corporate reorganization. Justine takes a modern and proactive approach on taxation, closely monitoring the most recent changes and emerging practices in tax law. She keeps close tabs on areas of concern in the business community and adjusts her practice in order to keep up with the eve...

Isabelle Duval is a member of the Family, Personal and Estate Law group. She handles every aspect of family law, from divorce, separation, relocation and custody to child and spousal support. Isabelle holds a Juris Doctor in Common Law and a Master in Business Law from the Université de Montréal and has successfully argued many major cases, including longstanding cases, before the Superior Court and the Court of Appeal of Québec. She has developed expertise in divorces in...

Mr. Barry H. Shapiro is a partner in our Business Law and Estates, Wills and Trusts groups. His practice focuses on mergers and acquisitions, business and corporate law, real estate, and wills and estates. He is frequently asked to advise clients on various matters relating to their businesses or personal estate planning.

Martin Lord is a Partner in our Estates, Wills and Trusts group. His practice focuses on tax law. He advises clients in business matters, particularly in terms of tax planning for the protection and cross-generation transmission of assets through domestic trusts or wills. He also facilitates charitable donations.

Éric Forget primarily represents and advises business owners and taxation professionals. His experience includes negotiating commercial agreements, tax litigation and the reorganization and buying and selling of businesses. He has a master’s degree in taxation, which informs his exploration of the taxation and legal aspects of a business’s activities and adds an entrepreneurial flair to his practice as a business advisor. He also offers a variety of services in estate and w...

Hugo Patenaude is the founder of PATENAUDE Tax + Trust Inc. , a law firm located in Montréal, Quebec. His practice focuses on Tax Law and Trusts and Estates, including Canadian and cross-border tax planning, estate planning, trust matters, Wills, and business succession. With more than 30 years of experience in accounting and law firms in Montréal, Me Patenaude advises individuals, families, business owners, and corporations on tax and business matters. Me Patenaude advises clie...

Pierre-Paul Persico is a partner in the tax group at our Montreal office. With extensive experience in tax law, he provides advice and representation in several key areas, including corporate reorganizations and estates, trust creation and estate planning, including post-mortem strategies. Pierre-Paul's prominent ability to give strategic tax advice has attracted his diverse client base, which includes businesses, professionals and high-net-worth individuals. With his in-depth understanding o...

Marilyn Piccini Roy is a Partner and Head of the Estates, Wills and Trusts Group. Her practice focuses on wealth management, estates, trusts, regimes of protective supervision and elder law. She serves as counsel to private clients, trust companies, philanthropists, as well as individual and institutional trustees. Recognized as a leading lawyer in trusts and estates, wealth management and tax planning, Marilyn is also well known for her ability to interact with a wide network of professional...

Antoine Brosseau Wery is a tax lawyer and partner at PATENAUDE Tax + Trust Inc. in Montréal, Quebec. He was called to the Quebec Bar in 2010 and the New York State Bar in 2013. His practice includes Tax Law and Trusts and Estates, with a focus on Canadian and cross-border tax planning, estate planning, corporate reorganizations, and the taxation of trusts. Me Brosseau Wery advises individuals, families, trustees, and businesses on tax and estate matters involving Canada and the United ...

Joel Goldman is a lawyer recognized by Best Lawyers in the practice areas of Tax Law and Trusts and Estates. Joel practices law in Montréal, Quebec Best Lawyers has recognized Joel Goldman since 2022. The Best Lawyers recognition is based on a peer-review survey of lawyers in the same geographic region and legal practice area. The recognition reflects the professional regard in which Joel Goldman is held by other lawyers.

Yoni Feingold is a partner in our Litigation and Dispute Resolution group at the Montréal office. His practice is centered on the resolution of disputes concerning wills, trusts, estates and general commercial matters. He is regularly called upon to represent clients, including heirs, liquidators, and trustees, as well as local and international companies and their shareholders, officers and directors, before the Superior Court and the Court of Appeal in complex matters. Yoni regularly...

Clients can count on Francine Nelson (Wiseman) to answer any tax or business law question. With more than 35 years of tax and business law experience, Francine Nelson (Wiseman) is known for her practical approach and tailored solutions. She assists a wide range of private sector clients and specializes in corporate taxation, trusts, estate planning, mergers and acquisitions, and cross-border tax planning. In addition to her legal practice, Francine Nelson (Wiseman) operates a residential real...