Irit Gertzbein Counsel


Speaks:  English, Hebrew

Year of Call: 2006 - Ontario

Primary phone: +1 416 862 4657

Fax: +1 416 862 7661

Email: irit.gertzbein@gowlingwlg.com

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Primary office:  Toronto


Areas of expertise:


Irit Gertzbein

Irit Gertzbein is counsel in Gowling WLG's Toronto office and works in the Private Client Services Group.

Irit practises trust and estate law with a focus on personal estate planning. She has extensive experience in the preparation and interpretation of wills and trusts and in the analysis of issues concerning powers of attorney. Irit’s expertise is in the implementation of a variety of sophisticated estate planning strategies, which address family dynamics, taxation, business considerations, and capacity and fiduciary issues.

Irit has advised trustees, executors and beneficiaries regarding their duties and rights with respect to transactions involving certain types of property and assisted clients in navigating through the process of probate and the administration of complex estates, testate and intestate. Irit has represented her clients successfully when dealing with courts, financial institutions and government agencies.

Irit has frequently presented to financial advisors and insurance brokers on estate planning and estate administration matters. She has published numerous articles on trust and estate law and was the assistant editor of the Ontario Bar Association’s Trusts & Estates Section newsletter, as well as a past contributor to Advising the Family-Owned Business, a publication by Canada Law Book.

She is a member of the Canadian Bar Association, the Law Society of Ontario, and the Statutory Review sub-committee of the Ontario Bar Association.

Prior to joining Gowling WLG, Irit worked at a major financial institution where she provided estate and trust planning support to high-net-worth clients. Irit has also previously worked at two major Toronto law firms.

 

Career & Recognition

Filter timeline:
  • 2010

    • Career
      2010
      Nesbitt Burns BMO, Director, Trusts & Estates, Wealth Management, Private Client Department
  • 2009

    • Career
      2009
      Goodmans LLP, Trusts & Estates Lawyer
  • 2007

    • Career
      2007
      Torkin Manes Cohen Arbus LLP, Trusts & Estates Lawyer
  • 2006

    • Career
      2006
      Mark Prager Professional Corporation LLP, Trusts & Estates Lawyer
    • Qualifications (Year of Call/Admission, etc.)
      2006
      Year of Call, Ontario
  • 2005

    • Education
      2005
      Osgoode Hall Law School of York University, LLB
  • 1997

    • Education
      1997
      York University, bachelor of education
  • 1980

    • Education
      1980
      University of Toronto, diploma in child study (master equivalence, clinical psychology)
  • 1978

    • Education
      1978
      York University, bachelor of arts (psychology)

Memberships

  • Canadian Bar Association
  • Law Society of Ontario
  • Ontario Bar Association - Statutory Review sub-committee

Publications

Published between August 2010 and April 2018 by BMO:

Cherry Picking Succession Law, European Union Style

War of the Surviving Spouses – Who Gets the Pension?

Appointing an Executor

Estate Planning and the Modern Family

When Should the Appointment of Executor be in Effect?

Preparing your Last Will and Testament

Intestacy

Gifting to Adult Children Responsibly

The Days of Wine and Roses… and Prenups

Understanding the Structure of Ownership

Digital Assets and Your Estate Plan

Estate Planning and Family Dynamics – A Guide for Estate Planning in the not-so-traditional modern family

Planning with Trusts for Adults with Disabilities

Alter Ego and Joint Partner Trusts

Principal Residence Exemption Unavailable to Family Trusts after 2016

Probate Planning

United We Stand: Planning by Spouses

Joint Ownership of Property (pros and cons)

The Mighty Power of Attorney for Property

Planning for the Family Vacation Property

The Why and When of Wills

Continuing Power of Attorney for Property: To Exercise or Not to Exercise (December 2009)

The Continuing Power of Attorney for Property (October 2009)

Tax Free Savings Account (December 2008)

Organ Donation and Power of Attorney for Personal Care: Does the Estate Lawyer Have a Role? (October 2007)

Cherry Picking Valuation Date: Attorneys, Estate Trustees and the Big Lottery Win (April 2007)