Roy Klassen, TEP

Roy Klassen | Calgary Wills & Estates Lawyer | McLEOD LAW
Klassen, TEP


Kim Jamieson


Society of Trust and Estate Practitioners (STEP), 2001
Admitted to Law Society of Alberta, 1993
Université de Moncton, LL.B., 1992


Roy is head of the Wills & Estates group at McLeod Law. With over 25 years of wealth management and protection experience, Roy advises clients in wills, estates and succession planning with a focus on international, U.S./cross-border planning, trust creation and compliance. He advises high net worth individuals, their families, family offices and related businesses.

Roy was in-house legal counsel to major Canadian and international financial institutions which included 10 years in Bermuda and Switzerland.

Roy is a long-standing member of the Society of Estate and Trust Practitioners (STEP – UK).

He is fluent in both French and German and as of 2014, was appointed as Honorary Consul for France in Calgary by Phillipe Zeller, France Ambassador to Canada.

Trade Publications

  • “International Estate Planning Handbook” of DFK, a national association of independent accounting firms, co-author of the Canadian section, 2015
  • "Planning for the Aging Client", Legal Education Society of Alberta, Edmonton & Calgary, May 2012
  • "Asset and Wealth Protection” STEP Calgary March 2012
  • "Doing Business in France”, Calgary Economic Development, November 2011

Speaking Engagements

  • “Elizabeth’s Legacy: The short (and painful) history of the Rule against Perpetuities”, CBA Alberta (South) Wills and Trusts, June 2017
  • Trust Drafting Tips & Traps - Including the Impact of US Family Members, STEP Calgary, November 2013

Teaching Roles

  • "Estate Planning for the Blended Family", Legal Education Society of Alberta (LESA), 48th Annual Refresher Course, April 19-21, 2015
  • Various Breakfast Club, Financial Institution Presentations to Staff

Media Coverage

Professional Associations & Activities

  • Honorary Consul for France in Calgary, French Consul, 2014 - present
  • Member, Law Society of Alberta
  • Canadian Bar Association Wills & Trusts Law Section (Southern Alberta Branch)
  • Member of the Trust Institute Canada (Institute of Canadian Bankers), 2001
  • Member of the Society of Estates and Trusts Practitioners, 2001

Community Involvement

  • Member, Calgary Accueil (French Expat Business Club)
  • Former Director, Swiss Canadian Chamber of Commerce