Notary | TEP
Anna leads KRB’s Wills, Estates and Planning Group, counseling individuals, families, family office advisors, private trust companies, private equity fund partners and investment companies in transactions involving the preservation and governance of wealth and the transfer of assets. She works with professionals, including accountants and tax planners, to provide estate and later-life planning services that optimize wealth transfer and reduce estate conflicts.
In addition to leading estate planning (which includes both domestic and international assets), including the preparation of final wills and testaments and protection mandates (formerly known as mandates in case of incapacity), Anna advises liquidators (formerly known as executors) on their duties administering the succession of a deceased (also known as an estate), including their duties in connection with the collection of assets, creation of required inventory lists, payment of debts, protection of property and allocation of remaining assets to the beneficiaries. She recognizes that administering an estate can be highly complex and excels at creating order and clarity to define a path forward for her clients.
In addition to her experience in Wills, Estates and Planning, Anna has practiced extensively in the areas of Real Estate and Banking and Finance, gaining an expertise in title issues related to commercial and residential real estate matters. This experience drives a unique understanding of the concerns and risks related to real estate interests.
Anna completed an internship and began her career at a prominent notarial office in Montreal. She also completed her graduate thesis in law at the University of Laval, for which she was awarded scholarships by the Quebec Chamber of Notaires and the Chaire de recherche Antoine-Turmel sur la protection juridique des aînés.
In addition to being a member of several boards, she is a researcher for the Chaire de recherche Antoine-Turmel sur la protection juridique des aînés and a consultant on the multisectorial team to help counter the mistreatment of older adults. She is also a member of the Society of Trust and Estates Practitioners (STEP) of Canada and holds her Trust and Estate Practitioner Designation from STEP. She is also part of the expert committee for the Quebec Chamber of Notaries on the implementation of the law to better protect vulnerable persons, which came into effect on November 1, 2022.
Memberships and Affiliations
Chaire de recherche Antoine-Turmel sur la protection juridique des aînés
CLSC René-Cassin (Consultant on the Multisectorial Team)
Lindsay Memorial Foundation
Quebec Chamber of Notaries (Committee of Experts on Bill 18)
Society of Trust and Estates Practitioners (STEP)
Wills, Estates and Planning
Protection of Older Adults in Vulnerable Situations
Banking and Finance
University of Laval, LL.M. (2020)
University of Montreal, D.D.N. (2011)
University of Montreal, LL.B. (2010)
McGill University, B.S.W. (2005)
Year of Call
Quebec Chamber of Notaries (2012)