Julie Loranger

Expertise

Business, Commercial and Corporate Law

• Private International Law

Notarial Practice- Wealth Protection

• Estate Planning
• Estate Settlement
• Spousal rights Planning
• Trusts

Tax Law

• Estate Planning
• Estate Settlement
• Trusts

Strategic team

• Wealth Protection

Professional background

Julie Loranger has a combined experience in corporate law, family law, estate planning and estate settlements. She advises business owners regarding all matters related to their family affairs (marriage contracts, mandates in the event of incapacity, wills and estate settlements).

Ms. Loranger has special expertise in drafting complex trusts and frequently advises beneficiaries and trustees on their rights and obligations.

She acts as a consultant in litigation files concerning trust law, matrimonial law, estate law and elderly abuse.

Publications

• “Impact des régimes matrimoniaux dans les réorganisations de sociétés”, Congrès 2010, Montreal, Association de planification fiscale et financière, 2011, pp. 24:1-44.
• “Le fiduciaire : entre le tyran et le serviteur,” Développements récents en successions et en fiducies, Service de la formation continue du Barreau du Québec 2010, Éditions Yvon Blais, Volume 324, p. 69
• “Utilisation d’une fiducie dans les transactions immobilières : aspects pratiques,” Barreau du Québec, Service de la formation continue, Développements récents – Fiducies personnelles et successions, Éditions Yvon Blais, April 2007
• “La surveillance et le contrôle de l’administration fiduciaire en droit civil,” Congrès de L'Association de planification fiscale et financière (APFF) October 2005
• “La fiducie de droit civil à la lumière l’arrêt Thibault” (with D. Bruneau) Colloque de l’APFF, February 9 and 10, 2005
• "Ne pas figer devant le gel successoral," (with M. Turcot), Cours de perfectionnement de la Chambre des notaires, April 2002.
• "L’ABC des fiducies entre vifs : aspects civils et fiscaux," (with D. Bruneau,), Cours de perfectionnement de la Chambre des notaires, November 1999.
• "Aspects civils des modifications des fiducies," Association de planification fiscale et successorale, Congrès 1997.

Professional affiliations

• Chambre des notaires du Québec
• Canadian Bar Association
• Society of Trust and Estate Practitioners (STEP)

Conferences

• “La planification testamentaire des gens d’affaires”, conference on the estate planing of business people (with Natasha Girouard), Cours de perfectionnement de la Chambre des notaires du Québec, March 2012.
• “Les limites des pouvoirs fiduciaires dans les fiducies entre vifs”, conference on the restrictions to trustees powers in inter vivos trust, Congrès de l’Association de planification fiscale et financière, Quebec Montreal, October 6, 2011.
• “L’impact des régimes matrimoniaux sur les réorganisations corporatives” conference on the consequences of matrimonial regimes on corporate reorganization presented at the annual Congrès of the Association de planification fiscale et financière, October 2010
• “The hidden face of Marriage Contracts,” presented at STEP Canada, Montreal Branch, on November 2009.
• “Créer et vivre avec une fiducie de protection d'actifs,” (with Natasha Girouard), Cours de perfectionnement de la Chambre des notaires du Québec, March 2009.
• "La liquidation des fiducies," conference on the termination of trusts presented at the Colloque de l'Association de planification fiscale et financière on Trusts and protection of assets – What you need to know, Montreal, February 19, 2009.
• "Pièges et attrapes dans les planifications successorales," presented at the Conference on Estate Planning by the Association de planification fiscale et financière, at Montréal on May 8, 2008.
• "Planification successorale et en cas d’incapacité – Les dispositions de fin de vie et les dons de bienfaisance," (in collaboration with D.Bruneau), STEP Canada, Montreal Chapter, March 15, 2007.
• "Les dispositions de fin de vie et les dons de bienfaisance," (with D.Bruneau), conference presented on May 17, 2006 to the charitable organizations member of a Legacy to Leave / héritage à partager.
• "Un guide pratique sur les fiducies comme véhicules de planification fiscale, financière et successorale," (with D.Bruneau), workshop presented by the Canadian Institute, Montreal, February 14, 2006.

Representative work

• Supervising complex estate settlements (e.g., existence of several trusts, conflicts amongst legatees, assets outside Canada, voluntary disclosure, foreign matrimonial regime).
• Drafting a trust in an estate freeze context taking into consideration the family situation of the entrepreneur, the tax residency of the beneficiaries, potential conflicts, shareholders agreement, the will and the mandate in the event of incapacity.

Publications

• Nouvelles > Trusts as an Alternative to a Living Will May 15th, 2012
• Nouvelles > Conference on Estate Planning March 28th, 2012
• Nouvelles > The Role of Testamentary Liquidator: Interview with Natasha Girouard and Julie Loranger March 28th, 2012