Elie Roth

+14168635587

Elie Roth

Partner  |  Davies Ward Phillips & Vineberg
JURISDICTION

Canada

TOP 3 AREAS OF EXPERTISE

Personal and estate planning
Dispute resolution
Tax

Enhanced Q&A

What has been the highlight of your practice over the past 12 months?

Adjusting to the global tax rules. There are so many international developments that have had a significant impact on Canada. Disclosure has also been a large area of focus for us, including lack of privacy.

How did you get into private client?

I started in tax at Davies Ward Phillips & Vineberg 23 years ago. I liked the private client space as a I found that in tax, it was an opportunity to have a diverse practice. As such, my clients are UHNW families with significant operating businesses, dealing with both the corporate tax and the planning for families. I enjoyed this variety and continued from there. There are very few areas where you get to do planning, advisory as well as transactional and dispute resolution as part of one practice.

Do you have any outside interests or hobbies?

I love art and music.

When the restaurants reopen, where would you like to go?

Starbucks – my go to!

Where have you seen growth in your practice over the last year?

There has been significant growth in both tax planning and philanthropy related issues in my practice over the last year, a trend I anticipate will continue.

What advice would you give to your younger self?

Plan for a pandemic.


Margaret O'Sullivan

+14163633700

Margaret O’Sullivan

Managing Partner  |  O'Sullivan Estate Lawyers
JURISDICTION

Ontario, Canada

TOP 3 AREAS OF EXPERTISE

Personal and estate planning, including cross border Canada/USA and multi jurisdictional planning
Administration of estates and trusts
Succession planning

Enhanced Q&A

What has been the highlight of your practice over the past 12 months?

We had the special recognition of winning “Boutique of the Year” at STEP Private Client Awards in September 2019. Having so many long-term relationships with numerous clients is wonderful, as we can share their journey with them from a legal and personal planning viewpoint. Additionally, being a part of planning for the next generation of clients and their development is a highlight. The ability to close the door to the boardroom and provide guidance and offer solutions in a private and confidential manner for issues which plague many of our clients is very rewarding.

How did you get into private client?

As a first year associate, I was asked to join the trust and estates group. I’ve always wanted individuals as clients as opposed to doing corporate work. It was a good fit and I kept to it. I am into my 38th year.

What advice would you give rising stars/new lawyers in the private client world?

As a guiding principle, remember that the interests of the client always come first and our role is to try our very best to achieve the best outcomes we can in a responsible and ethical manner.

What is your favourite quote?

“Less is more.”

Do you have any outside interests or hobbies?

Personal Training – I train 2-3 times a week. I love outdoor activities like boating, canoeing, biking, downhill skiing and cross country skiing. Gastronomy, current affairs, political events and of course travel.

When the restaurants reopen, where would you like to go?

Crossroads, up in the lake area north of Toronto. And Jacobs, the best steakhouse in Toronto in my view.

Where have you seen growth in your practice over the last year?

Multijurisdictional and cross-border Canada-U.S. estate planning.

Can you identify any new areas you have developed within your practice to further benefit your clients?

Cross-border and multijurisdictional estate planning and estate administration issues, conflict of laws issues dealing with succession matters.

What advice would you give to your younger self?

Be patient, be focused. Enjoy the people - your clients and colleagues. Do the best you can each and every time and what goes around comes around.


Martin J. Rochwerg

+14165962116

Martin J. Rochwerg

Partner  |  Miller Thomson
JURISDICTIONS QUALIFIED IN

Canada


Paul Gibney

+1 416 864 9245

Paul Gibney

Partner  |  Thorsteinssons
JURISDICTIONS QUALIFIED IN

Canada (Ontario, British Columbia)

TOP AREAS OF EXPERTISE

Personal and estate planning
Tax

Q&A

What has been the highlight of your practice over the past 12 months?

First, to be able to mentor so many junior lawyers and to see their practices grow. Second, working on a large number of multinational transactions. With the recent Covid pandemic, we embarked on a number of restructuring transactions. My high net worth clients are concerned about what the future holds for families with wealth and they are looking to rearrange their affairs to provide more flexibility for the future.

How did you get into private client?

When I started in 1989, I worked for two senior lawyers – one who focused on public company work and the other on private client work. I found I enjoyed the work more in dealing with the private clients. The firm asked me to move to Toronto in 1994 and I decided to pursue the private client practice at that time. I was later seconded to the government for 2 years as a policy advisor, where I met a lot of influential people and made a number of contacts within the government.

What advice would you give rising stars/new lawyers in the private client world?

It is important to get involved in the community – you must write, attend conferences and be active in the various associations.

What is your favourite quote?

“Continuous effort – not strength or intelligence – is the key to unlocking our potential." Winston Churchill.

Do you have any outside interests or hobbies?

I enjoy hiking – West Highland Way, Coast To Coast, the Adirondacks, the Himalayas – biking and being the outdoors generally.

When the restaurants reopen, where would you like to go?

Scaramouche, Toronto.


Daniel J. Dochylo

+1 416 367 6139

Daniel J. Dochylo

Partner  |  Borden Ladner Gervais
JURISDICTIONS QUALIFIED IN

Canada (Ontario)

TOP AREAS OF EXPERTISE

Contentious trusts and estates litigation
Administration of estates and trusts
Dispute resolution, including the conduct of mediations as mediator

Q&A

What has been the highlight of your practice over the past 12 months?

BLG was retained on behalf of a Trust relating to an alleged fraudulent transfer of funds by institutional trustees operating in Liechtenstein and Switzerland. The funds had been transferred to Canada ostensibly for an investment transaction being undertaken by an unrelated Trust. We are providing advice and input, along with the family’s lawyers in other jurisdictions, on approaches and proceedings. The issues are novel and the parties are scattered across a number of countries. The nature and extent of professionalism, expertise and collegiality brought to bear as regards the development of strategy and decision-making has been very satisfying.

What advice would you give rising stars/new lawyers in the private client world?

In knowing your own capabilities and experience, do not be reluctant to occasionally step out of your comfort zone and build on those by pursuing a new cause of action or tackling a different sort of issue.

What is your favourite quote?

“It’s not about standing still and becoming safe. If anybody wants to keep creating they have to be about change,” Miles Davis.