Rosanne Rocchi is a partner with an established trust and estate law practice. She has a focus on estate planning, trusts, pensions, and succession law. Rosanne has extensive experience with wealth transfers and management including business succession planning and family shareholder dispute resolution. She is also experienced in many areas of tax, corporate, and trust law, including pension trusts and benefit trusts, with an emphasis on fiduciary issues in both the commercial and charitable sectors.
Rosanne’s creativity is evident in her ability to design unique products and innovative vehicles in the areas of business trusts and private sector-public sector partnering arrangements. Her background as a director of a national public financial institution made her a valuable adviser on investment management issues including prudent investor issues and guidelines for ethical investing initiatives.
Rosanne is a frequent speaker and author on estate and trust law. She was the editor of Estates, Trusts and Pensions Journal (1997 to 2005, Canada Law Book). She is a member of the Society of Trust and Estate Practitioners, CBA, and CTF. Rosanne holds a Masters of Law in taxation from Osgoode Hall Law School, and was admitted to the Ontario Bar in 1978.
Professional achievements & leadership
- The Best Lawyers in Canada – Trusts and Estates, 2006 – 2019
- The Canadian Legal Lexpert® Directory, Estate & Personal Tax Planning; Charities & Not-for-Profit Law, 2012 – 2018
- Martindale-Hubbell AV Preeminent® Rated Lawyer, 1988 – 2018
- Listed in “Women in the Lead” Ivey Women in Management Newsletter Directory; a national directory of Canadian women whose professional expertise and experience recommend them as candidates for corporate board appointment
- Who’s Who Legal Canada: Private Client, 2015
- Board of Governors, Regis College, University of Toronto
- Director, RTIM Management Holdings Inc. (investment management subsidiary of Royal Bank of Canada), 1996 – 2000
- Governor, Canadian Tax Foundation, 1988-1991
- Alternate Governor, Toronto Maple Leafs Hockey Club, National Hockey League, 1989 – 1991
- Alternate Governor, Toronto Argonauts Football Club, Canadian Football League, 1991 – 1992
- Society of Trust and Estate Practitioners (STEP)
- Canadian Bar Association
- Canadian Tax Foundation
Bar admissions & education
- Ontario Bar, 1978
- LL.M., (Taxation), Osgoode Hall Law School, York University, 1986
- LL.B., Osgoode Hall Law School, York University, 1976
- B.A., University of Toronto, 1973
Miller Thomson lawyers recognized in The Best Lawyers in Canada 2019
In the just released 2019 edition of The Best Lawyers in Canada, 144 Miller Thomson lawyers from across the country have been recognized for their expertise in 47 areas of law. This includes 6 lawyers who were awarded “Lawyer of the Year” in...
Miller Thomson recognized in 2018 Canadian Legal Lexpert Directory
In the recently released 2018 edition of the Canadian Legal Lexpert® Directory, 90 Miller Thomson lawyers across 35 areas of law have been recognized for their industry-leading advisory expertise. These rankings are the culmination of an extensive annual peer review process...
Miller Thomson recognized in 2017 Canadian Legal Lexpert Directory
In the recently released 2017 edition of the Canadian Legal Lexpert® Directory, 79 Miller Thomson lawyers across 30 areas of law have been recognized for their industry-leading advisory expertise. These latest rankings are the culmination of an extensive annual peer...
Miller Thomson lawyers recognized in The Best Lawyers in Canada 2017
126 Miller Thomson lawyers from across the country and in numerous areas of law have been recognized for their expertise in the 2017 edition of The Best Lawyers in Canada. This result is up from 122 lawyers ranked last year....
Lexpert recognizes 80 Miller Thomson lawyers
Miller Thomson is pleased to announce 80 lawyers across ten of our offices are recognized in the 2016 edition of The Canadian Legal Lexpert Directory as leading practitioners in their field. Published annually since 1997, The Canadian Legal Lexpert Directory...
Who’s Who Legal recognizes 14 Miller Thomson lawyers
Who’s Who Legal has identified 14 Miller Thomson lawyers as leading practitioners in the 2014 edition of Who’s Who Legal: Canada. According to Who’s Who, the lawyers were chosen “based on comprehensive, independent survey work with both general counsel and private...
Miller Thomson’s key presence at the 16th Annual STEP Canada Conference
Several Miller Thomson lawyers will participate at the upcoming STEP Canada 16th National Conference, held at the Metro Toronto Convention, Centre on June 16 and 17, 2014. Rachel Blumenfeld from the firm’s Private Client Services Group is the co-chair of...
Strong Women. Strong Canada.
Miller Thomson is proud to acknowledge the key role women play in our firm’s continued success. It has been an exciting year of exemplary achievements by our lawyers and staff. Browse the list below of lawyers who have received industry-leading...
Rosanne Rocchi named leading woman in business law by Expert Guides
Miller Thomson is pleased to announce that Rosanne Rocchi has been recognized in Expert Guides: Women in Business Law 2013 for her expertise in Trusts and Estates. Rosanne has extensive experience with all areas of wealth transfers and management including business...
Miller Thomson recognized in 2014 Best Lawyers in Canada
We are pleased to announce that 80 Miller Thomson lawyers have been recognized in the 2014 edition of Best Lawyers in Canada (this is 15 more lawyers than last year). Seventeen lawyers are new to the list. Additionally, the following lawyers from...
Rosanne Rocchi will be presenting June 17, 2014, on “Managing Conflicts of Interest that Arise When a Lawyer Acts as Both Legal Advisor and Director of a Corporation in Which the Client or Related Party Has an Interest” as part of the Conflicts of Interest Panel at the STEP Canada 16th National Conference, 2014 in Toronto, ON.
Rosanne Rocchi speaks on “Costs and Consequences – Avoiding the Pitfalls of Legacies and Bequests” at the Law Society of Upper Canada Estates and Trusts Summit in Toronto on November 12.
12th Annual Estates and Trusts Summit Donald Lamont Learning Centre The Law Society of Upper Canada 130 Queen Street West Toronto, Ontario 2:40 pm – 3:00 pm – Rosanne Rocchi Costs and Consequences – Avoiding the Pitfalls of Legacies and...
Health Industry Group Webinar Series – Navigating the Legal Pall of Medically Assisted Death
Miller Thomson’s Health Industry Group Launches National Webinar Series Miller Thomson’s National Health Industry Group is pleased to present a complimentary special three-part webinar series addressing some of the most pressing and topical issues facing the health industry. Our first session:...
The New World: Directors, Officers and Lenders after Indalex
This presentation discusses the implications of the Supreme Court of Canada’s decision in Indalex on directors, officers and lenders of companies with defined benefit pension plans. Please contact firstname.lastname@example.org to be added to our email list and to receive information...
Miller Thomson hosts a complimentary accountants breakfast seminar in Toronto on November 12.
Lawyers from our firm will address a number of topics that we think will be both interesting and useful to you and your clients. The Westin Hotel 900 York Mills Road Toronto, Ontario M3B 3H2 Tel. 647.259.3238 AGENDA Breakfast: 7:30...
Trust Interests and Family Law Rights – What Estate Planners Need to Know After Tremblay and Mudronja
Introduction Since the enactment of the Family Law Act (“FLA”), Courts have struggled with determining, firstly, if and when the interest of a spouse in a discretionary trust qualifies as “property” as defined in the FLA for purposes of equalization...
Testamentary Freedom and Policy Constraints
It is a hallmark of common law jurisdictions that testators have freedom of testamentary disposition , subject only to three exceptions. In other words, an individual may dispose of his or her property as he or she wishes, even if...
Federal Budget Review 2013
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