Counsel
Julie Loranger, Not. E.
Contact
Montreal
25th Floor1100 René-Lévesque Blvd. West
Montreal, Quebec H3B 5C9
CANADA 514 397-8500 514 397-8515 info@bcf.ca
Profile
Through her rigour and intellectual depth, Julie Loranger has established herself in Quebec as an expert in successions law, estate planning, and trusts. She advises business owners and entrepreneurs on how to protect their wealth and plan for the future. Business owners and their families in Canada seek her advice on matters relating to family law’s wealth aspects, regimes of protective supervision and elder law (marriage contracts, common law and marital relationships planning, protection mandates, wills, and estate settlements).
Julie has significant experience in drafting trusts. She frequently counsels beneficiaries, trustees, and legatees, as well as estate liquidators, on their rights and obligations.
From 2016 to 2018, Julie was President of the Wills, Estates and Trust Section of the Canadian Bar Association – Quebec Branch. During her presidency, this section received in 2018 the Best Section Award for the first time since its inception. She is called upon to speak at numerous conferences each year, and contributes regularly to many publications. She is a point of reference in her field, both in the business community and amongst her peers.
Julie Loranger was awarded on March 15, 2019 a prestigious medal of honour from the Chambre des notaires du Québec for her exceptional career that has positively impacted the entire profession and the title notary emeritus.
Expertise
Education
- D.D.N., Université de Montréal (1989)
- LL.B., Université de Montréal (1988)
Publications
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“La France au Québec : les faux amis“
La Revue Cheuvreux, Cap sur l'international, Edition no. 2, December 2019
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“Splendeurs et misères d’un nouveau sujet de droit sans personnalité juridique“
Développements récents en successions et fiducies (2016), Volume 411, Service de la formation continue du Barreau du Québec, Éditions Yvon Blais
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“La comparution des fiducies“
Entracte magazine de la Chambre des notaires, Vol. 23, no 7, September 2014 (with Isabelle Fecteau)
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“Suivre ses clients jusqu’à la mort ou les conséquences fiscales et légales des réorganisations typiques des années ‘90 et ’00”
(with Nicolas St-Vincent), Congrès 2013, Association de planification fiscale et financière, 2014, pp 26 :1- 88
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“La fiducie comme alternative au mandat donné en prévision de l'inaptitude”
Développements récents en successions et fiducies (2012), Service de la formation continue du Barreau du Québec, Éditions Yvon Blais, May 2012
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“Les limites des pouvoirs fiduciaires dans les fiducies entre-vifs”
Congrès 2011, Montréal, Association de planification fiscale et financière, 2012, pp. 22 :1 :1-42
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“Impact des régimes matrimoniaux dans les réorganisations de sociétés“
Congrès 2010, Montreal, Association de planification fiscale et financière, 2011, pp. 24:1-44
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“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
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“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
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“La surveillance et le contrôle de l’administration fiduciaire en droit civil”
Congrès de L'Association de planification fiscale et financière (APFF) October 2005
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“La fiducie de droit civil à la lumière l’arrêt Thibault”
(with D. Bruneau), Colloque de l’APFF, February 9 and 10, 2005
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“Ne pas figer devant le gel successoral”
(with M. Turcot), Cours de perfectionnement de la Chambre des notaires, April 2002
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“L’ABC des fiducies entre vifs : aspects civils et fiscaux”
(with D. Bruneau), Cours de perfectionnement de la Chambre des notaires, November 1999
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“Aspects civils des modifications des fiducies”
Association de planification fiscale et successorale, Congrès 1997
Representative Work
- Advising the liquidators of a deceased entrepreneur’s estate;
- Drafted a trust agreement to protect a vulnerable person;
- Drafted a testamentary trust designed to take into consideration the shareholders agreement, inter vivos trust and companies of which the testator is a shareholder;
- Guided an entrepreneur in his divorce proceedings to complement the lawyer’s expertise in family law, trusts law, corporate law and to update his planning process in the event of death or incapacity;
- Drafted a legal opinion on the duties and responsibilities of trustees;
- Assists foreign estate liquidators for the recognition of their rights over assets located in Québec.
Conferences
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October 24, 2019
“Practical Considerations for an Estate Freeze Trust Writer" (in collaboration with Isabelle Fecteau), Cours de perfectionnement du notariat
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May 15, 2019
“The orange cones of mandate homologation" (in collaboration with Natasha Girouard), Association de planification fiscale et financière
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January 24, 2019
“Succession Settlement, Procedures and Policies, Leave a legacy Conference" (in collaboration with Natalia Kistruga), Leave a legacy Conference
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December, 2018
“Quelques leçons tirées de praticiennes en liquidation de successions” (in collaboration with Pascale Villani), Colloque liquidation des Successions organised by Thomson Reuters, Montreal
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November 22, 2018
“Prolonged Administration of an Estate: Could This Replace Testamentary Trusts?” (in collaboration with Denise Courtemanche), STEP, Montreal Chapter
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April 2018
“Imaginer le futur pour rédiger les mandats et les testaments maintenant” (in collaboration with Pascale Villani), conference on drafting wills and mandates, Cours de perfectionnement du notariat
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June 7, 2017
“La rédaction des testaments à la lumière des nouvelles réalités conjugales” (conference on drafting Wills and Mandates taking into consideration the complex family arrangements )- Congress on Estate planing and matrimonial rights : did you think about everything, organized by the Canadian of the Canadian Bar Association Wills, Estates and Trust – Quebec Branch
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March 18, 2016
“Splendeurs et misères d’un nouveau sujet de droit sans personnalité juridique“, conference on the difficulty of the introduction of the trust in civil law, Développements récents en successions et fiducies, Service de la formation continue du Barreau du Québec
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May 13, 2015
“Litiges successoraux“ (in collaboration with Justine-Ariane Lebel), conference on estate litigation, Colloque Retraite et Successions de l’Association de planification fiscale et financière
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November 6, 2014
“La fiducie 20 ans plus tard” (in collaboration with Diane Bruneau), conference on the evolution of the trust 20 years after its introduction, Atelier des cours perfectionnement du Notariat
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October 6, 2014
“L’accompagnement de l’entrepreneur dans les processsus de relève et de transfert”, conference on planning the transfer of a business, conference given at 27th “Entretiens Jacques Cartier 2014 – Relève PME et succession d’entreprises familiales : enjeux stratégiques, organisationnels et humains”, organized by HEC Montréal with EMLYON Business School, Lyon
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March 20, 2014
“Initiation au litige successoral pour les notaires” (in collaboration with André J. Barette), conference on estate litigation for notaries, 86e Session Cours de perfectionnement du notariat
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January 21, 2014
“Le règlement d’une succession : de la théorie à la pratique” (in collaboration with Valérie Ménard), conference on the estate settlement, l’Association de planification fiscale et successorale, Montréal
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December 18, 2013
“Responsabilité des liquidateurs et conflits d’intérêts” (in collaboration with André Barette), conference on duties of liquidators and conflicts of interest, STEP Canada, Montreal Chapter
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October 10, 2013
“Suivre ses clients jusqu’à la mort ou les conséquences fiscales et légales des réorganisations typiques des années ‘90 et ’00” (in collaboration with Nicolas St-Vincent), conference on the legal and tax consequences of the estate planning made in the 90s and 00s., Congrès de l’Association de planification fiscale et financière, Gatineau
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January 30, 2013
“L’enfer est dans les détails” (in collaboration with Marie-Pier Baril), conference on the settlement of estate, colloque de l’Association de planification fiscale et financière sur les successions, Québec
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March 2012
“La planification testamentaire des gens d’affaires” (in collaboration with Natasha Girouard), conference on the estate planing of business people, Cours de perfectionnement de la Chambre des notaires du Québec
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October 6, 2011
“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, Montreal
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October 2010
“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
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November 2009
“The hidden face of Marriage Contracts”, presented at STEP Canada, Montreal Branch
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March 2009
“Créer et vivre avec une fiducie de protection d'actifs” (in collaboration with Natasha Girouard), Cours de perfectionnement de la Chambre des notaires du Québec
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February 19, 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
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May 8, 2008
“Pièges et attrapes dans les planifications successorales“, presented at the Conference on Estate Planning by the Association de planification fiscale et financière, at Montréal
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March 15, 2007
“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
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May 17, 2006
“Les dispositions de fin de vie et les dons de bienfaisance” (in collaboration with D. Bruneau), conference presented to the charitable organizations member of a Legacy to Leave / héritage à partager
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February 14, 2006
“Un guide pratique sur les fiducies comme véhicules de planification fiscale, financière et successorale” (in collaboration with D. Bruneau), workshop presented by the Canadian Institute, Montreal
Professional Affiliation(s)
- Chambre des notaires du Québec
- Canadian Bar Association
- Association de planification fiscale et successorale
- Society of Trust and Estate Practitioners (STEP)
