Marilyn Piccini Roy Ad.E.

Counsel

Executive Summary

Marilyn Piccini Roy focuses her practice on wealth management, estates, trusts, regimes of protective supervision and the rights of senior citizens. 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 by the foremost legal rankings publications, Marilyn is also well-known for her ability to interact with a wide network of professionals, both in Canada and abroad, to meet all the planning needs of her clients. Many of her clients are American citizens with assets in Canada or whose family members are Canadian citizens (Québec) or who have dual Canadian and American citizenship.

In 2013, she was awarded the distinction Advocatus Emeritus (Ad. E.) by the Barreau du Québec.

Representative Work

  • Regularly advises individuals and institutions, in Canada and abroad, on multi-jurisdictional matters, particularly issues of private international law, and those dealing with estates, trusts, matrimonial property and regimes of protective supervision.
  • In her international practice, represents Canadian residents (Québec) who own property in the US or members of their families living in the US, as regards estate planning.
  • Regularly advises Québec retirees vacationing in Florida on all types of estate law issues.
  • Also advises on matters of legal capacity, regimes of protective supervision, and the recognition of the rights and powers of liquidators, curators, tutors or mandataries in the US and foreign countries.

Publications & Presentations

  • Has written numerous articles and presented seminars and conference papers on successions and trusts. Currently a member of the editorial board of the Estates, Trusts & Pensions Journal.
  • Adjunct professor lecturing on successions and trusts at McGill University Faculty of Law.
  • In charge of preparation of teaching materials for the Legal Education Program at the École du Barreau du Québec (Québec Bar Association School).

Rankings & Recognitions

  • Named Advocatus Emeritus of the Barreau du Québec in 2013.
  • Selected by peers for inclusion in the 2014 edition (and since 2008) of The Best Lawyers in Canada® (Trusts and Estates).
  • Named "Trusts & Estates Lawyer of the Year (Montréal)" in the 2012 edition of The Best Lawyers in Canada®.
  • Recognized in the 2013 edition of The Canadian Legal Lexpert® Directory (Estate & Personal Tax).
  • Martindale-Hubbell® AV® Preeminent™ Peer Review Rated.