Martin J. Rochwerg

Associé | Toronto

416.596.2116

Portrait de Martin J.  Rochwerg

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Marty Rochwerg is a tax and estate planning lawyer who works with private client services at Miller Thomson. He advises trustees and beneficiaries on estate, trust, and charitable administration, and also on dispute management and resolution. Marty is among the most frequently recommended estate planning lawyers in the country. According to Euromoney’s “Best of the Best,” Marty is one of the world’s top 30 preeminent Trusts and Estates practitioners, a designation he’s held since 2012.

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De nombreux avocats de Miller Thomson se démarquent dans le répertoire Best Lawyers in Canada 2019

Nous sommes heureux d’annoncer que 144 avocats de Miller Thomson ont été reconnus pour leur expertise dans 47 domaines du droit dans l’édition de 2019 de Best Lawyers in Canada. De plus, six avocats ont été nommés avocats de l’année...

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Miller Thomson obtient à nouveau le rang le plus élevé dans le Chambers High Net Worth Guide

Le groupe Services aux particuliers de Miller Thomson a une fois encore obtenu le rang le plus élevé (« Band 1 ») dans le classement établi par Chambers dans l’édition 2018 de son High Net Worth Guide pour la catégorie...

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Miller Thomson reconnu dans l’édition 2018 du répertoire juridique canadien Lexpert

Dans l’édition 2018 de The Canadian Legal Lexpert® Directory publiée récemment, 89 avocats de Miller Thomson sont mis à l’honneur dans 34 domaines du droit pour leur expertise de pointe. Ces classements résultent d’un processus exhaustif d’évaluation annuelle par les...

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Miller Thomson a obtenu le rang le plus élevé dans la catégorie Private Wealth Law – Canada du guide Chambers

Miller Thomson a obtenu le rang le plus élevé dans la catégorie Private Wealth Law – Canada du guide Chambers High Net Worth Guide. Ce guide a pour objectif de classer les avocats et les cabinets juridiques de premier rang...

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Miller Thomson reconnu dans l’édition 2017 du répertoire juridique canadien Lexpert

Dans l’édition 2017 de The Canadian Legal Lexpert® Directory publiée récemment, 79 avocats de Miller Thomson sont mis à l’honneur dans 30 domaines du droit pour leur expertise de pointe en droit. Ces plus récents classements résultent d’un processus exhaustif d’évaluation annuelle par...

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Miller Thomson classé très avantageusement dans l’édition 2017 du Chambers Canada Guide

Pas moins de 13 avocats et quatre groupes de pratique de Miller Thomson ont été reconnus dans l’édition 2017 du Chambers Canada Guide (disponible en anglais seulement). Cette publication répartit les avocats et les cabinets d’avocats dans plus de 40 domaines...

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Plusieurs avocats de Miller Thomson figurent dans le répertoire The Best Lawyers in Canada 2017

Nous sommes heureux d’annoncer que 126 avocats de Miller Thomson pratiquant dans plusieurs domaines du droit ont été reconnus pour leur expertise dans l’édition de 2017 The Best Lawyers® in Canada. Cela représente une hausse par rapport au résultat de 122...

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Miller Thomson receives top ranking by Chambers for international private wealth management

Miller Thomson is ranked as a Band 1 (highest ranking) law firm in Canada in the 2016 Chambers High Net Worth Guide. The guide ranks the leading lawyers and law firms for the international private wealth market in key jurisdictions around the world. ...

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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...

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Miller Thomson receives top honours in Chambers Canada

Twelve Miller Thomson lawyers and four practice groups were ranked in the recently published first edition of the Chambers Canada Guide. The Guide ranks leading lawyers and law firms practicing in all provinces and territories across Canada, in over 40...

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Martin Rochwerg, Rahul Sharma and Kristy Balkwill speak at March Educational Seminar

Martin Rochwerg, Rahul Sharma and Kristy Balkwill will be presenting at the March Educational Seminar: U.S./Canadian Cross-Border Estate Planning. Topic of discussion will be U.S.-Canada Cross-Border Tax and Estate Planning Considerations. The presentation will highlight from a Canadian perspective some...

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Martin Rochwerg speaks on post-mortem planning

Martin Rochwerg presents « Post-Mortem Holdco Planning » for the CBA’s Will, Estate and Trust Fundamentals for Estate Practitioners program.

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Miller Thomson speaks at STEP Canada conference

Gail Black moderates a session on “A Professional’s Toolkit for Identifying and Addressing Decisional Capacity and Undue Influence” on June 9. Rachel Blumenfeld presents « STEP Toronto on Jewish Laws of Inheritance and Estate Planning in Canada » on June 9. Martin Rochwerg...

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Susan Manwaring and Martin Rochwerg speak on estate and tax planning

The 2016 Guide to Complex Issues in Estate and Tax Planning is presented by Osgoode Professional Development. Susan Manwaring speaks on “Charitable Donations: What You Need to Know”. Martin Rochwerg is Program Co-Chair.

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Martin Rochwerg speaks at tax planning workshop

Martin Rochwerg is course leader for the 17th Tax Planning for the Wealthy Family workshop hosted by Federated Press.

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Martin Rochwerg and Rahul Sharma will be co-lecturing on « Tax Effective Cross-Border Will Planning » at the 4th Cross-Border Personal Tax Planning Conference, hosted by Federated Press.

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Martin Rochwerg presents a webinar on: “Cross-Border Will Planning” on November 12, 2014 for Carswell and Westlaw. Practitioners from both Canada and the United States will be participating in the webinar.

For further details and to register, please click here

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Martin Rochwerg presents cross-border will planning webinar

Martin Rochwerg presents a webinar on “Cross-Border Will Planning” hosted by Carswell and Westlaw. Participants include practitioners from Canada and the United States.

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Martin Rochwerg presents at Assante Wealth Management National Conference

Martin Rochwerg co-presents two sessions during the Assante Wealth Management National Conference in Las Vegas, Nevada.  On October 6, 2014, Marty and Ned Jeric of Stonegate Wealth Advisors will present on: “Domestic Estate Planning with Inter Vivos and Testamentary Trusts,”...

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Martin Rochwerg co-chairs estate and tax planning seminar

Martin Rochwerg co-chairs the Second Annual Managing Complex Issues in Estate and Tax Planning seminar, presented by Osgoode Professional Development at Osgoode Hall Law School in Toronto.  During the seminar, Marty speaks on a panel moderated by Rachel Blumenfeld regarding: “Conflicts...

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Recent Developments in Estate Planning, Trusts and Tax

Miller Thomson’s Edmonton Office hosts a breakfast seminar discussing « Recent Developments in Estate Planning, Trusts and Tax. »

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17th Annual National CAGP-ACPDP Conference

Miller Thomson lawyers speak and present at the 17th Annual National CAGP-ACPDP Conference: Marty Rochwerg and Gail Black present on « Gift Planning and Tax Issues within an Estate. » For more information, please click here. Rachel Blumenfeld and Kate Lazier present in a panel...

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Miller Thomson hosts a Private Client Services Update seminar.

Topics discussed at this complimentary seminar are: Cross Border Estate Planning The Latest in Estate Planning Using Estate Freezes RDSP’s and Disability Planning Alter Ego and Joint Partner Trusts: The Trust and Tax Issues Highlights: the New Wills, Estate and...

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Distributing an Interest in a Life Insurance Policy on a Corporate Wind-up

In a recent Interpretation (CRA Views No. 2015-0573841C6) (the “Interpretation”), the Canada Revenue Agency (“CRA”) discussed its position on a distribution of an interest in a life insurance policy from a corporation to a shareholder upon the corporation’s wind-up. The...

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Department of Finance Provides Receptive Response on January 1, 2016 Rules for the Taxation of Spousal and Similar Trusts

Introduction On November 16, 2015, the Department of Finance issued a letter (the “Letter”) to representative leadership organizations forming part of the Canadian tax and private client services industry in response to their earlier submissions regarding changes to the taxation...

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Private Client Tax

Thomson Reuters (Professional) UK Limited (European Lawyer Reference Series)

Chapter on Canada in the 3rd edition of Private Client Tax.

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Martin Rochwerg comments on Canada’s Tax Act on Advisor.ca

Advisor.ca, "Build Family Trusts Properly"

A trust’s tax benefits should be secondary to its planning benefits. But some people put things in trust with the express goal of reducing or deferring the taxes they will pay. To deter such behaviour, CRA has created attribution rules, and...

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Sommerer v The Queen: The Canadian Common Law and Tax Treatment of an Austrian Private Foundation

Trusts and Trustees Publications, Oxford University Press, Volume 20, No. 6

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Sawdon Estate v. Sawdon – The Beneficial Ownership of Funds in a Joint Account

Introduction In Sawdon Estate v. Sawdon, 2014 ONCA 101 (“Sawdon“), the Court of Appeal for Ontario was tasked with determining, inter alia, to whom the funds held in several joint accounts belonged—the children of Arthur Sawdon (“Mr. Sawdon”), the deceased,...

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New Non-Resident Trust and Related Rules Enacted: Important Considerations

Background After well over a decade of debate, consultation and consideration, on June 26, 2013, Bill C-48 received royal assent.  Bill C-48 is an omnibus tax bill that includes, among other measures, revised rules for the taxation of non-resident trusts...

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Budget 2013: Consultation on Denying Graduated Rate Taxation for Testamentary Trusts and Estates – A Regressive Approach

Background In general, testamentary trusts arise when an individual dies leaving benefits to be distributed to certain persons over an extended period of time.  Testamentary trusts are defined under the Income Tax Act (Canada) (the “Act”) as trusts that arise...

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Analyse du budget fédéral

Analyse du budget fédéral – 2013 ( Disponible en anglais seulement )

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Miller Thomson on Estate Planning

Carswell

Editor-in-Chief, regular releases and updates.

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