Biographical notes for Martin Rochwerg

Contributing Editor, Goodman on Estate Planning (EP) 1997–

Chair, Sessions 1 & 3, Post Mortem Estate Planning Conference, Toronto, March 4 & 5, 1999

Chair, Problem Kids and Professionals Session, Profiles in Wealth Conference, Toronto, October 23 & 24, 1997

Course Lecturer, Post-Mortem Estate Planning Course, Toronto, December 13 & 14, 1999

Speaker, "Probate Planning in Light of Re Eurig Estate" (co-authored with Adela Mall), Post Mortem Estate Planning Conference, Toronto, March 4 & 5, 1999

Speaker, "Revenue Canada and the Private Corporation: Recent Case Law on Owner/Manager Taxation Issues" (co-authored with Miro Oballa) Specific Areas of Conflict with Revenue Canada Session, Dealing with Revenue Canada Conference, Toronto, June 17, 1998

Speaker, "International Trusts in Estate Planning" Wealth Preservation Session, Financial Executives Summit, Toronto, December 6-7, 1995

"Reduction in Double Taxation for Capital Beneficiaries of Commercial Trusts" (2000) 6 BV 319

"Capital Gains Deduction on Shares Held by Trust" (2001) 7 BV 328

"Trusts as Instruments of Commerce" (2001) 7 BV 338

"Claiming the Capital Gains Deduction on Shares Held by a Trust" (2001) 10 EP 764

Born 29 January 1950

Educated Osgoode Hall Law School of York University LL.B. 1972

Partner, Davies, Ward & Beck LLP 1976–

Associate with present firm 1974-76

Called to the Bar of Ontario 1974

Articled, Tory Tory DesLauriers & Binnington 1972-73

Fellow, American College of Trust and Estate Counsel 1983–

Member, International Estate Planning Comittee 1997–

Executive, Estate Planning Council of Toronto 1993–; Society of Trust and Estate Practitioners 1998–;

Chair, Ontario Trusts and Estates Section, Canadian Bar Association 1992-93

Special Lecturer, Estate Planning, Osgoode Hall Law School 1980–

Seminar Leader, Faculty of Law, University of Toronto 1977-80

Contributing Editor, Ward's Tax Law and Planning 1983-94

Chair, Annual Estate Planning Conference, Insight Educational Services 1986-89

Author, papers presented to the Massachusetts and Ohio CLE Institutes, the American Bar Association 1998 Annual Meeting, the Law Society of Upper Canada, the Canadian Tax Foundation, the Canadian Bar Association, the Ottawa Estate Planning Council, the Trust Companies Association, the Association of Financial Planners and the Chartered Life Underwriters Association

Mr. Rochwerg's practice is in the area of taxation and estate planning, succession planning, trusts and estates, and charitable foundations, with a significant focus on cross-border and international planning. His clients include fiduciaries, families controlling public corporations, their senior executives, owner-managers and philanthropists. His clients are involved in a full range of businesses, including real estate, high technology, financial, mining, manufacturing, trading and professional.