Team

Antoine Brosseau Wery

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About Antoine Brosseau Wery

Me Antoine Brosseau Wery is a tax lawyer and partner at Patenaude tax + trust. He is a member of the Quebec Bar (2010) and New York State Bar (2013). Me Brosseau Wery specializes in Canadian and crossborder tax and estate planning, corporate reorganizations and taxation of trusts. Before joining Patenaude tax + trust, Me Brosseau Wery has worked at a national law firm and at one of the largest international accounting firms.

Me Brosseau Wery is actively involved in the tax community and is regularly asked to speak at conferences on various topics pertaining to his area of expertise. Me Brosseau Wery is also a member of the Emerging Leaders Circle of Nature Conservancy of Canada, an organization that aims to protect important natural areas and biological diversity across all regions of Canada.

A problem without a solution is a poorly stated problem. – Albert Einstein

See his publication list

  • “Indefeasible Vesting on the Eve of a Trust’s 21st anniversary”, Annual Conference of the APFF (2020)
  • LLC spells trouble for Canadian who own U.S. property (collaboration) (2015)
  • What Obamacare Means for Canadians Looking to Move to the U.S. (co-authored) (2014)
  • La fiducie testamentaire discrétionnaire et les prestations d’aide sociale et financière (2014)
  • Le probate et les droits successoraux américains, Annual Conference of the APFF (2014):
  • Is a Limited Liability Company (LLC) good for Canadians buying in the U.S.?’ (2013)

See his presentation list

  • Speaker at the 2024 Annual Conference of the APFF: “Sale of a business: management buy-out and employee ownership trusts”
  • Speaker at the APFF 2024 Colloque sur les fiducies: “Employee Ownership Trusts – Update”
  • Speaker at the APFF 2024 Summit on Business Transfer and Wealth Management: “Employee Ownership Trusts – Update”
  • Speaker at the 2023 Annual Conference of the APFF: “Employee Ownership Trusts”
  • Speaker at the APFF 2021 Colloque sur les fiducies: “Ownership of a residence through a trust”
  • Speaker at the 2020 Annual Conference of the APFF: “Indefeasible Vesting on the Eve of a Trust’s 21st anniversary”
  • Speaker at the APFF 2020 Colloque sur les fiducies: “Indefeasible Vesting on the Eve of a Trust’s 21st anniversary”
  • Speaker at the 2019 KPMG K-Learn webinar on Tax on Split Income (TOSI)
  • Lecturer at APFF Lunch and Learn (February 2019): “Demystifying deeds of trust and key clauses in the context of tax and estate planning»
  • Lecturer at APFF Lunch and Learn (February 2017): “Post-mortem Planning”
  • Speaker at a series of conferences for Peak Investments on the topic of the 2017 Canadian Tax Reform (2017-2018)
  • Speaker at the 2014 Annual Conference of the APFF: «U.S. Probate and Estate Tax »
  • Speaker at Raymond James Conference in Toronto (February 2014): « The Demise of DOMA: Impacts on Tax and Estate Planning for Same-Sex Couples »

Professional Membership

  • Quebec Bar (2010)
  • New York State Bar (2013)

Education

  • In-Depth Tax (levels 1, 2 and 3), CPA Canada
  • Juris doctor in North American Common law, Université de Montréal
  • Bachelors of Laws, Université de Montréal

 

Other Memberships

  • Member of the executive committee – Wills, Estates and Trust – Quebec Section – Canadian Bar Association
  • National Technical Committee – STEP Canada
  • Colloque sur les fiducies Organizing Committee – APFF
  • Emerging Leaders Circle, Nature Conservancy Canada
  • American Bar Association
  • Young Fiduciary Circle
  • APFF
  • Canadian Bar Association
  • Young practictioners committee, APFF (2013 to 2019)

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