Michael Rosen

Michael practices in all areas of estates, trusts, incapacity, and not-for-profit law.

His expertise includes the planning and drafting of wills, trusts, and powers of attorney, estate and trust administration, and business succession planning. He also strategically advises clients in both contentious and non-contentious estate matters, including mental capacity matters, guardianship application, passing of fiduciary accounts and disputed wills. He delivers clear, practical, and compassionate guidance that helps clients navigate complex legal matters confidently and efficiently.

Michael works in the not-for-profit and charities area, advising charities, not-for-profit organizations, and donors regarding the establishment, governance, and regulation of charities and not-for-profit organizations.

Michael’s experience in estates, trusts, and incapacity law includes:

• Creating and implementing practical and solution-oriented estate plans for individuals, families, business owners, and professionals
• Drafting wills, powers of attorney and trusts
• Advising on cross-border and international estate and trust matters
• Assisting clients with planning for incapable family members
• Providing expert guidance to financial institutions on complex estate, trust and incapacity issues and advising on best practises
• Counseling executors and estate trustees on how to efficiently manage the estate administration process from beginning to end

In the not-for-profit and charity law space, his experience includes advising a range of individuals and organizations with:

• Governance, compliance, and operational matters
• The formation and dissolution of charities and not-for-profit entities
• Charitable giving and major donations

Michael is a designated Trust and Estate Practitioner (TEP) from the Society of Estate and Trust Practitioners, and is a member of the Estate Planning Council of Toronto. He is also a member of the Trusts and Estates Law, Charity and Not-for-Profit Law, and Elder Law sections of the Ontario Bar Association.

Michael previously held positions as a lawyer at a national law firm, in the estate and trust group of a major financial institution, and as a lawyer at an estate and trust litigation firm.