Roy Klassen

Roy stands as a guiding beacon in the realm of estate planning, a critical yet often neglected facet of maintaining familial wealth and harmony. As the spearhead of the Wills, Trusts & Estates group at McLeod Law, his stewardship extends over a quarter-century, dedicated to advising those with substantial assets, including families, family offices, and businesses. His expertise is particularly noted in navigating the complex terrains of international and U.S./cross-border planning, trust formulation, and regulatory adherence.

Roy's journey to McLeod Law in 2009 was marked by significant tenure as legal counsel within major Canadian and global financial entities, enriched by a decade spent in the legal landscapes of Bermuda and Switzerland. This international exposure has equipped him with a profound understanding of global wealth management nuances, further enhanced by his proficiency in French and a working knowledge of German.

His educational foundation was laid at Université de Moncton, where he obtained his LLB in 1992, followed by a pivotal certification from the Society of Trust and Estate Practitioners (STEP) in 2001. Roy's admission to the Alberta bar in 1993 marked the commencement of his distinguished legal career.

Roy's reputation as a premier advisor in trusts, estate administration, business succession, and incapacity planning precedes him. His ability to tailor estate planning strategies to the unique needs of mid to high net worth individuals and their enterprises has earned him top ratings on platforms like Martindale Hubbell and Canadian-Lawyers.ca.

In the realm of estate planning, Roy's blend of international experience, linguistic skills, and legal acumen positions him as a trusted advisor. His commitment to delivering bespoke solutions that safeguard and enhance the legacies of his clients ensures their wealth and familial harmony are preserved for generations to come.