Nathalie Marchand practises in the areas of tax and estate planning. She has more than 20 years of experience providing advice on tax planning, estate planning, succession planning, wills and trusts for corporate and individual clients. She also practices in the area of corporate tax, more particularly in the context of corporate reorganizations, Canada-US cross-border matters and mergers and acquisitions.
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 estate plans, including internal corporate reorganization, “butterfly” transactions, estate freezes, post-mortem planning, family trusts, wills and protection mandates. She also advises on Canada-US cross-border estate planning.
Nathalie is a member of the Editorial Board for Miller Thomson on Estate Planning (loose leaf publication, Carswell) and the author of Chapter 17, “Emigration and Immigration.” She speaks regularly on tax planning, estate planning and trusts.