Michael Rosen

Michael practices in all areas of estates, trusts, incapacity and charitable giving.

His expertise includes the planning and drafting of wills, trusts and powers of attorney, the administration of estates and trusts, business succession planning, and non-profit and charitable giving.

He also advises clients in both contentious and non-contentious estate litigation matters, including mental capacity matters, guardianship application, passing of fiduciary accounts and disputed wills.

Michael’s experience includes:

• Planning and implementing effective estate plans for individuals and business owners
• Advising regarding cross-border and international estate and trust matters
• Assisting clients with planning for incapable family members
• Advising financial institution regarding complex estate, trust and incapacity issues and best practises
• Advising individuals and non-profit organizations on charitable giving and related issues
• Acting for individuals to implement practical and solution-oriented estate plans, including drafting wills, powers of attorney and trusts for business owners, and parents and guardians of persons with disabilities
• Advising executors and estate trustees on how to efficiently manage the estate administration process from beginning to end

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 and Elder Law section of the Ontario Bar Association.

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