Carmen S. Theriault, QC

Partner
Norton Rose Fulbright Canada LLP

Carmen S. Theriault, QC

Carmen S. Theriault, QC

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Biography

Carmen Thériault, Q.C. leads the estates, trusts and wealth management team and is a member of the firm's national partnership committee and global supervisory board. Her Vancouver team was selected as "Private Client Legal Team of the Year" (midsize firm category) at the 2016/2017 international STEP Private Client Awards. This prestigious award recognizes professional excellence among lawyers advising families across generations on private client matters. STEP received entries from 19 countries, across 15 different categories.

Ms. Thériault has extensive experience in estate planning, estate and trust administration, charitable giving and related litigation. She provides succession and governance advice to individuals and families with significant private company interests and other legacy assets intended to benefit multiple generations. Her experience extends to establishing, funding and administering all manner of trusts, including discretionary family trusts, spousal trusts, alter ego trusts, joint partner trusts, trusts established for commercial purposes, First Nation trusts and other special purpose trusts. 

Carmen is a frequent lecturer for a wide variety of groups, including Canadian Bar Association, Canadian Tax Foundation, STEP, CLEBC, Pacific Business and Law Institute, International Women's Forum, Estate Planning Council of Vancouver, Canadian Association of Financial Planners, Canadian Association of Insurance and Financial Advisors, Canadian Association of Gift Planners and other professional groups. 


Professional experience

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LL.B., University of Ottawa, 1984
B.A. (Hons.), McMaster University, 1981

  • British Columbia 1996
  • Ontario 1986
  • Chambers High Net Worth Guide, 2018: Notable practitioner in Private Wealth Law - Canada
  • 2017 Chambers Canada: Recognized as a leading lawyer in the area of Private Client
  • Best Lawyers in Canada: Recognized as a leading lawyer in the area of Trusts and Estates (2006 - 2018)
  • 2015 Best Lawyers in Canada: Named the "2015 Lawyer of the Year" in the area of Trusts and Estates for Vancouver
  • Canadian Legal Lexpert Directory, 2016-2019: recommended in Estate & Personal Tax Planning - Estate & Tax Planning; 2016, 2018-2019: recommended in Charities/ Not-For-Profit Law
  • LexisNexis - Martindale-Hubbell: AV Preeminent Rating (2018)
  • Expert Guides - Guide to the World's Leading Trusts & Estates Practitioners: Recognized as a leading practitioner in the area of Trust & Estate Law (2016)
  • Appointed Queen's Counsel, 2009
  • Editor and co-author, Widdifield on Executors and Trustees, 6th edition, (The Carswell Company Limited)
  • Chair of Cambridge Senior Estates and Trusts Practitioners' Forum Steering Committee
  • Chair of Big Sisters of BC Lower Mainland Honorary Advisory Board and chair of its Estate Planning Advisory Council (2013-2019)
  • Former chair, Lions Gate Hospital Foundation board of directors and current honorary board member (2006-2017)
  • Member, International Women's Forum
  • Member, Fraser Institute Foundation Gift Planning Advisory Group, (2012-2015)
  • President, Estate Planning Council of Vancouver (2005-2006)
  • Director, West Vancouver Memorial Library Foundation (2002-2005)
  • Co-editor, Estates, Trusts and Pensions Journal (1998-2004)
  • Chair, committee struck by the Canadian Bar Association (BC) Wills and Trusts Sections to review the Representation Agreement Act and make representations to the Government of British Columbia and frequent legislative review participant
  • Vice chair, Trusts and Estates Section of the Canadian Bar Association (Ontario) (1995-1996)