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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

  • “La dévolution irrevocable à l’aube du 21e anniversaire d’une fiducie”, 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 2023 Annual Conference of the APFF: “Fiducies collectives des employés”
  • Speaker at the APFF 2021 Colloque sur les fiducies: “Détention d’une résidence par une fiducie”
  • Speaker at the 2020 Annual Conference of the APFF: “La dévolution irrevocable à l’aube du 21e anniversaire d’une fiducie”
  • Speaker at the APFF 2020 Colloque sur les fiducies: “La dévolution irrévocable à l’aube du 21e anniversaire d’une fiducie”
  • Speaker at the 2019 KPMG K-Learn webinar on Tax on Split Income (TOSI)
  • Lecturer at APFF Lunch and Learn (February 2019): “Démystifier l’acte de fiducie et certaines des clauses essentielles dans le cadre de planifications fiscales et successorales »
  • Lecturer at APFF Lunch and Learn (February 2017): “La planification post-mortem”
  • 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: « Le probate et les droits successoraux américains »
  • 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

  • American Bar Association
  • Young Fiduciary Circle
  • APFF
  • Emerging Leaders Circle, Nature Conservancy Canada
  • Young practictioners committee, APFF (2013 to 2019)
  • National Technical Committee – STEP
  • Colloque sur les fiducies Organisation Committee – APFF

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