MARC JOLIN, FISCALISTE INC.

What MARC JOLIN, FISCALISTE INC. does

MARC JOLIN, FISCALISTE INC. is a solo professional fiscal law (tax law) practice incorporated in Quebec, Canada, operating from a rural single-practitioner office at 618, Rang 1, Saint-Étienne-de-Bolton in the Eastern Townships (postal code J0E 2E0). The firm was founded by Me Marc Jolin, who obtained his LL.L. from Université de Sherbrooke in 1972 and was a member of the first graduating class of the university's Master in Taxation program (M. Fisc., 1975). The practice limits its scope to trust drafting and taxation, estate and testamentary planning, post-mortem tax planning, asset protection, family business transfer, and planned giving — areas anchored in the Quebec civil law regime.

The firm's service catalog comprises more than 14 distinct living trust drafting specializations (including asset protection, alter ego, spousal, freeze, income-splitting, business-holding, residence-holding, irrevocable non-grantor trusts for US properties, charitable residual, and family business succession trusts, plus hybrid and successive structures), personalized testamentary planning, post-mortem succession structuring to minimize taxes, and planned giving advisory. Distribution is direct: clients reach the firm via telephone (819.842.2481) and email ([email protected]), supported by a library of downloadable PDF questionnaires and reference documents published on the firm's website. The firm operates no software platform, mobile application, API, or disclosed technology stack, and has no disclosed employees beyond the named practitioner.

Name

MARC JOLIN, FISCALISTE INC.

Legal name

MARC JOLIN, FISCALISTE INC.

Website

https://marcjolin.com

Company type

Private

Founded year

1972

Operating status

Operating

Short description

MARC JOLIN, FISCALISTE INC. is a solo Quebec-based fiscal law practice specializing in trust drafting, estate planning, asset protection, family business transfer, post-mortem tax planning, and planned giving for high-net-worth individuals and family enterprises in Quebec, Canada.

Ownership category

akta.pro rank

Product category

Tax and Estate Planning Services

NAICS

Offices of Lawyers (541110)

SIC

Services-Legal Services (8111)

akta.pro industry

PRIMARYBPAHAAAK

Family & Private Client (Trusts & Estates) Law

Business & Public Services/Professional Services (Legal, Accounting, Consulting)/Legal Services

SECONDARYFSAEAKAE

Trust & Estate Tax Planning & Compliance

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Fiduciary, Trust & Estate Advisory

SECONDARYFSAAADAF

Estate Planning, Trust Structuring & Governance

Financial & Insurance/Asset & Wealth Management/Family Offices (Single- & Multi-Family)

SECONDARYFSAAABAE

Private Wealth Planning (Tax, Estate & Succession)

Financial & Insurance/Asset & Wealth Management/Private Banking & HNW/UHNW Wealth Management

Keywords

• Trust law services
• Estate planning
• Tax advisory
• Asset protection
• Planned giving

Headquarters

HQ city

North Hatley

HQ country

Canada

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Core offering

MARC JOLIN, FISCALISTE INC. is a solo professional fiscalist practice that drafts living trusts (including asset protection, alter ego, income splitting, freeze, family business transfer, US property, and charitable residual trusts) and provides estate planning, trust taxation, post-mortem succession structuring, and planned giving advisory for individuals and family businesses in Quebec. The practice's core offering is personalized tax-and-trust legal consulting under Quebec civil law.

Product overview

MARC JOLIN, FISCALISTE INC. is a solo fiscal law practice offering specialized professional services in trust law, estate planning, and tax optimization. The core offering consists of living trust drafting services (Rédaction de fiducie entre vifs), estate planning (Planification successorale), trust taxation (Fiscalité des fiducies), post-mortem planning (Planification post mortem), and planned giving advisory services (Dons planifiés). These services are complemented by downloadable documents and questionnaires that clients can use for self-assessment and planning purposes. The practice does not operate a software platform but rather provides personalized professional consulting services.

Differentiator

Problem solved

Functional benefit

Products and services

• Rédaction de fiducie entre vifs (Living Trust Drafting) Drafting of living trusts for Quebec clients, including asset protection trusts (for incapacity and for financial difficulties), alter ego trusts for settlors aged 65+, mixed spousal trusts, exclusive spousal benefit trusts, income splitting trusts, freeze trusts, business exploitation trusts, residence holding trusts, irrevocable non-grantor trusts for US properties, control-holding trusts, charitable residual trusts, family business transfer trusts, and hybrid/combined/successive trusts. Determination of the most appropriate trust modalities is included.
• Planification successorale (Estate Planning) Estate and succession planning service for family businesses and individuals, including personalized and tax-optimized testamentary planning and the determination of the devolution structure and technical clauses to minimize taxes payable.
• Fiscalité des fiducies (Trust Taxation) Trust taxation services covering ancillary civil-law aspects including contribution deeds, attributions in satisfaction of participations, withdrawals, and liquidation.
• Planification post mortem (Post-Mortem Planning)
• Dons planifiés (Planned Giving) Planned giving advisory service covering charitable donations and the establishment of charitable foundations for Quebec clients.

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• APFF (Association de planification fiscale et financière)coreOthersMe Marc Jolin is responsible for the loose-leaf service 'Les impôts sur le revenu et le décès' published by APFF, and developed the course 'La Fiducie' offered by APFF. APFF is referenced as a professional association link on the firm's website. This represents a significant professional affiliation in the Quebec tax planning community.

Scale indicators1 record

Recent moves1 record

Expansion highlights3 records

Broad incumbents

• Lavery Lawyers: Large Quebec-based full-service law firm with a tax and estate planning group. Overlaps with Marc Jolin's niche but operates with broader corporate and litigation offerings across the province.
• McCarthy Tétrault: Leading Canadian law firm with a national tax and estate planning practice including Quebec coverage. Comparable in trust and tax advisory services though operating with much wider practice scope.
• Stikeman Elliott: Canadian law firm with a prominent national tax and private client practice, including trust and estate planning for affluent Quebec clients. Comparable in trust taxation expertise though much larger in scale.
• Fasken Martineau DuMoulin: Major Canadian full-service law firm with established tax and estate planning capabilities, including Quebec practitioners. Comparable services for high-net-worth clients but with a broader corporate practice.
• Borden Ladner Gervais: One of Canada's largest full-service law firms with a national tax, trust, and estate planning group. Overlaps with Marc Jolin's specialties but serves clients at significantly broader scale.
• Norton Rose Fulbright Canada: International law firm with a substantial Canadian tax, trust, and estate planning practice. Comparable expertise at much greater scale, including cross-border US-Canada capabilities.

Direct peers

• Spiegel Sohmer: Montreal-based tax and estate planning law firm serving Quebec individuals and families. Directly comparable to Marc Jolin's practice in trust, estate, and tax planning specialization within the Quebec legal market.
• De Grandpré Chait: Montreal-based firm with a recognized tax and estate planning practice for high-net-worth individuals and family businesses in Quebec. Comparable in its focus on trust law and tax-optimized succession planning.
• Stein Monast: Quebec City law firm with a strong estate, trust, and tax planning practice serving individuals and business owners. Comparable to Marc Jolin's Quebec-focused trust and estate planning specialization.

Others

• KPMG Private Enterprise Tax (Quebec): Big Four tax practice serving Quebec high-net-worth individuals and family businesses on estate, trust, and planned-giving matters. An adjacent rather than directly competing service provider for similar client mandates.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about MARC JOLIN, FISCALISTE INC.