Irit Gertzbein

Counsel, Legal & Regulatory Compliance

Irit practises trusts and estates law with a focus on tax effective succession planning. Irit brings broad legal experience and a personal touch to working with her clients.

Irit prepares complex wills, trusts, and powers of attorney as part of comprehensive estate planning. Irit advises clients on strategies to minimize taxes, creditor-proof and preserve assets for generations, and plan for incapacity in a manner which will maintain family harmony. Irit works closely with accountants, financial advisors and insurance brokers on their clients’ estate planning, often involving multiple jurisdictions and complicated cross-border issues.

She is a member of the Law Society of Ontario, the Law Society of Ontario, the Canadian Bar Association, the Ontario Bar Association, and the Society of Trust & Estate Practitioners. Prior to starting her sole practice, Irit practised trusts & estates law at major Toronto law firms.


All Sessions by Irit Gertzbein

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Day 1: Jun 17, 2020

Day 2: Jun 18, 2020

2:00 pm

2:00 pm

Managing Your Obligations on Estates, Trusts and Powers of Attorney

With wealth transfers growing, firms are finding more clients are approaching financial managers for guidance on managing their estates. Increasingly, registrants are having to watch for the difficult situations where clients may be losing capacity to deal with their assets or are in danger of financial exploitation. Regulators have long encouraged registrants to request clients give them a name of a trusted contact person or to watch for signs of financial exploitation. Take back practical solutions for:

  • Meeting your clients’ biggest challenges on estates, trusts and wills
  • Remaining compliant on all aspects of estate planning advice
  • Determining how to advise registrants and clients on foreign estates and taxes
  • Understanding when to call a trusted contact person or to put a hold on an account

 

Reduce confusion, avoid censure and improve your ability to deliver advice on estate planning