François L. Morin

Partner

Montréal
[email protected]
514.954.3129

François Morin’s practice focuses on tax law and covers all aspects of wealth management. As a result of mandates from trust companies and a range of wealthy individuals, François has acquired expertise in everything relating to income tax issues, particularly with regard to wealth preservation and transfer of wealth to future generations, including planning involving family trusts, offshore trusts and other types of estate planning, as well as international tax planning.

François has represented clients before tax and civil courts. He has also advised clients on all income tax and consumption tax (GST and QST) issues relating to various domestic and international transactions.

He was a member of BLG’s Partnership Board from 2008 to 2011. He was also a member of the Regional Compensation Advisory Committee from 2001 to 2014 and a member of the Regional Management Committee in 2007.

Experience

  • In recent years, has assisted registered charities and wealthy individuals in structuring, from a tax point of view, the gifting of substantial assets.
  • Has advised registered charities with respect to technical and reporting issues with the revenue departments.
  • Has acted in the reorganization of a large trust with beneficiaries in the US and the UK, and has been involved in examining the interplay of Canadian, American and British tax laws.
  • Has represented major companies before the courts with respect to various tax issues and before government authorities, and has assisted clients with the voluntary disclosure process.

Beyond our Walls

Professional Involvement

  • Director, Daily Mail and General Trust Plc
  • Director, Canadian and foreign holding companies
  • Member, pension committees of private and public corporations
  • Member, Society of Trust and Estate Practitioners (STEP), London
  • Member, Financial and Estate Planning Council of Montreal
  • Member, Association de planification fiscale et financière du Québec
  • Member, Canadian Tax Foundation
  • Member, International Fiscal Association
  • Member of the Executive Committee of the Montréal Branch, Society of Trust and Estate Practitioners (STEP), London

Community Involvement

  • Director, Fondation du Dr Julien
  • Chairman of the Board, Douglas Hospital Research Centre (hospital for psychiatric care)
  • Director, Douglas Hospital Foundation
  • Director and Secretary, Duke of Edinburgh’s Award in Canada (Québec Division), a registered charity assisting youth
  • Director, Fraser-Hickson Library
  • Director, Edmond de Rothschild Foundations
  • Director, McGill University Health Centre Foundation
  • Churchwarden, Church of Saint-Léon-de-Westmount
  • Director, University Club of Montreal
  • Member, Planned Giving Committee of the Montreal Heart Institute Foundation
  • Director, Borden Ladner Gervais Foundation
  • Governor, Les Amis de la Montagne

Awards & Recognitions

  • Recognized in the 2024 edition (and since 2010) of Best Lawyers in Canada® (Tax Law, Trusts and Estates).
  • Recognized in the 2024 edition (and since 2013) of Canadian Legal Lexpert® Directory (Estate & Personal Tax Planning).

Bar Admission & Education

  • Québec, 1988
  • LLB, Université de Montréal, 1986