andré j. barette tep

ANDRÉ J. BARETTE TEP
Partner
T 514.954.3128
F 514.954.1905
Montréal
[email protected]
Family Wealth Counsel
Estates and Trusts
Estates and Trust Litigation
Tax
Education / Bar Admissions
EXECUTIVE SUMMARY
STEP (London, UK), Advanced
Certificate in Mediation (Trusts and
Estates), 2013
André J. Barette handles litigation in cases related to wealth management, estates and trusts, protective supervision, elder law, charities and pensions.
LL.L. (Civil law), Ottawa University,
1982
Diploma, Collège Jean-de-Brébeuf
PUBLICATIONS & PRESENTATIONS

Speaker, STEP Canada National Conference, "Practitioners’ Update
(Quebec) – Trust and Estate Law" and "The Role of an Estate Trustee
During Litigation," Toronto, June 9-10, 2016.

"La fiducie et le mandat sans droit de regard en droit civil québécois : une
illusion?" - Service de la formation continue (CLE) du Barreau du Québec
- Développements récents ensuccessions et fiducies,Éditions Yvon Blais,
Conference – Successions et fiducies, March 18, 2016.

Guest Speaker, McGill Think Ahead Series – Digital Patrimony, January
19, 2016.
Member, Society of Trust and Estate
Practitioners (STEP)

Author of the update, "Jacques Beaulne, Droit des fiducies 3e éd.," Wilson & Lafleur, June 2015.
Outgoing president, National Wills,
Estates and Trusts Section, Canadian
Bar Association

Speaker, Congrès annuel du Barreau du Québec, "Regard sur la famille, le droit des aînés, la planification successorale et la médiation post mortem," June 12, 2015.
Former member, Liaison Committee
of the Barreau de Montréal with judicial services

Contributor, "ADR and Trusts: An international guide to arbitration and
mediation of trust disputes," Spiramus Press Ltd., 2015.
Former governor, Fondation du Barreau du Québec

Mentioned, "L'avenir de la profession passera-t-il par le contingentement
au Québec et ailleurs?,​ " Le Monde Juridique, February 2015.
Sector Head and Speaker, Formation
continue du Barreau du Québec, Successions et fiducies personnelles

"Avoirs numérisés et successions : Rapport sur la 16e conférence nationale de STEP Canada des 16 et 17 juin 2014" - Service de la
formation continue (CLE) du Barreau du Québec - Développements récents en successions et fiducies, Éditions Yvon Blais, Conference –
Successions et fiducies, November 28, 2014.

Speaker, APFF National Conference, "Problèmes courants en matière d'administration successorale et fiduciaire," in collaboration with
Québec, 1983
Professional Involvement
Member, The International Academy
of Estate and Trust Law
Member, Canadian Bar Association
Lecturer, Faculty of Law, Université de Montréal – Law of Successions
Lecturer, Faculty of Law, McGill
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University, Administration of Property
of Others
Trainer, École du Barreau du Québec,
Center of Montreal – Rights of
Individuals and Incapacity
Elisabeth Evans-Olders, October 2014.

Speaker, Aboriginal Trust Symposium, "Constitution d'une fiducie : perspective civiliste," September 2014.

Speaker, STEP Canada National Conference, "The Wolf of Will Street,"
June 16-17, 2014.

Speaker, Canadian Bar Association, National Wills, Estates & Trusts
Section, June 3, 2014.

Lecturer, Cours de Perfectionnement du Notariat, Québec City, March 20-22, 2014.

Lecturer, Faculty of Law, McGill University – Administration of Property of
Others – Winter 2014.

Speaker, "Administration successorale - problèmes courants," Association de planification fiscale et financière (APFF), May 22, 2013.

Sector head and guest speaker, Formation continue (CLE) du Barreau du
Québec, Personal Estates and Trusts (Successions et fiducies personnelles) since 2001.

Lecturer, Faculté de droit, Université de Montréal – Estate Law (Droit des
successions) - Winter/Spring 2012.

Trainer, École du Barreau du Québec, Center of Montréal – Rights of
individuals and Incapacity (Droit des personnes et inaptitude).

"Dead Hand, L'administration fiduciaire et les intentions du défunt : toujours compatibles?" – Service de la formation continue du Barreau du
Québec – Développements récents en successions et fiducies, Éditions Yvon Blais, Conference – Successions et fiducies, June 1, 2012.

"Contesting a Will: Tips for Prevention of a Will Challenge; Tips for
Contesting a Will," in collaboration with the Society of Trust and Estate
Practitioners, Annual Conference, Toronto, June 2-3, 2011.

"Doctrine of "Acceleration" in the law of trusts – Québec Perspective," Society of Trust and Estate Practitioners, Annual Conference, Toronto,
June 8, 2010.

"La capacité et l'acte testamentaire" – Service de la formation continue
du Barreau du Québec (Québec Bar CLE) – Développements récents en successions et fiducies, Éditions Yvon Blais, Conference, May 21, 2010.

"Les dix commandements du praticien appelé à intervenir auprès d'une personne en perte d'autonomie," mini-conference of the Canadian Bar
Association – Québec Division, April 21, 2010.

"Règles de preuve et confidentialité en matière d'administration du bien d'autrui" – Service de la formation continue du Barreau du Québec (Québec Bar CLE) – Développements récents en successions et fiducies, Éditions Yvon Blais, Conference, May 1, 2009.

"La fiducie d'utilité sociale : réflexions sur un thème méconnu" – Service
de la formation continue du Barreau du Québec (Québec Bar CLE) –
Développements récents en successions et fiducies, Éditions Yvon Blais,
Conference, 2007.

"Responsabilité des différents spécialistes ou professionnels impliqués en matière de planification et règlement de successions," Conference of Lawyers | Patent & Trademark Agents.
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the Canadian Bar Association – Québec Division – May 16, 2007.

"Problèmes liés à l'affectation : cas des fiducies d'utilité sociale," Canadian Association of Gift Planners, Table ronde du Montréal métropolitain, June 13, 2007.

"Problèmes courants en matière d'administration successorale et fiduciaire," Service de la formation permanente du Barreau du Québec (Québec Bar CLE) – Développements récents en successions et fiducies, Éditions Yvon Blais, Conference, 2005.

"Nouveaux problèmes courants en matière d'administration successorale
et fiduciaire," Service de la formation permanente du Barreau du Québec (Québec Bar CLE) – Développements récents en successions et fiducies
– Éditions Yvon Blais, Conference, 2004.

"Problèmes courants en matière d'administration fiduciaire : le cas des fiducies testamentaires," – Service de la formation permanente du
Barreau du Québec (Québec Bar CLE), Développements récents en successions et fiducies, Éditions Yvon Blais, Conference, 2003.

"Principes applicables en matière de faculté d'élire, de modification et de fin de fiducie prononcée judiciairement," mini-conference – Formation
permanente du Barreau du Québec (Québec Bar CLE), February 12, 2002.

Guest speaker, The Canadian Institute, STEP, Université de Montréal (Faculté de droit) and McGill University (Faculty of Law). 
Guest speaker, Canadian Bar Association, Québec Division, Wills and estates.

Has published various papers since 2000, inter alia, in the
Développements récents series, published by Les Éditions Yvon Blais.
RANKINGS & RECOGNITIONS

Selected by peers for inclusion in the 2017 edition (and since 2011) of
The Best Lawyers in Canada® (Trusts and Estates).

Recognized in the 2016 and 2015 editions of the Canadian Legal
Lexpert® Directory (Estate & Personal Tax Planning).

Recognized as the 2014 Montreal Trusts and Estates Lawyer of the Year
by The Best Lawyers in Canada®.
ABOUT BORDEN LADNER GERVAIS LLP
Borden Ladner Gervais LLP (BLG) is a leading, national, full-service Canadian law firm
focusing on business law, commercial litigation and arbitration, and intellectual property
solutions for our clients. BLG is one of the country’s largest law firms with more than
725 lawyers, intellectual property agents and other professionals in five cities across
Canada. We assist clients with their legal needs, from major litigation to financing to
trademark and patent registration.
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© 2016 Borden Ladner Gervais LLP ("BLG"). All rights reserved.