Background
Rocchi, Rosanne T. was born on September 20, 1951 in Hamilton, Ontario.
Rocchi, Rosanne T. was born on September 20, 1951 in Hamilton, Ontario.
University of Toronto (Bachelor of Arts, 1973). Osgoode Hall (Bachelor of Laws, 1976. Master of Laws, 1986).
Worked at Miller Thomson (Toronto, Ontario) specializing in Estate Planning, Trusts, Fiduciary Obligations, Corporate Law. Admitted to the bar, 1978, Ontario. Lecturer: "Taxation of Wealth Transfers," Osgoode Hall Law School, 1987-1990.
Governor, Canadian Tax Foundation, 1988-1991.
Alternate Governor, Toronto Maple Leafs, National Hockey League, 1989-1991. Alternate Governor, Toronto Argonauts, Canadian Football League, 1991-1992.
Author: "Funding Buy-Sell Agreements," 1978 Canadian Tax Journal. "Reporting Requirements for Registered Charities," April 1979, Law Society of Upper Canada.
"The Small Business Deferral," 1984 Annual Tax Conference, November 4, 1984, Canadian Tax Foundation.
"Shareholders" Rights and the Family Law Acting," January, 1986, Canadian Bar Association. "Income Tax Aspects of the Family Law Acting, 1986," March, 1986, Law Society of Upper Canada/Canadian Bar Association. "The Impact of the Family Law Acting, 1986 on Family Business," Commerce Clearing House Canadian Limited, October, 1986.
"Buy-Sell Agreements - Conventional Corporate Structures Revisited," Law Society of Upper Canada, December, 1986.
"Non Resident Beneficiaries of Canadian Resident Estates - Taxation Currency and Exchange Problems," February, 1987, Canadian Bar Association Annual Institute. "Business Agreements and Domestic Contracts," Richard DeBoo Family Law Conference February, 1987.
"Estate Planning in the Wake of the Family Law Acting," The Canadian Institute Conference, September, 1987. "Estate Planning Foreign Second Marriages," 1987 Annual Tax Conference, November, 1987, Canadian Tax Conference.
"Shareholders" Agreements for Minority Shareholders," February, 1988, Canadian Bar Association Annual Institute.
"Protecting the Estate Plan," Commerce Clearing House Canadian Limited, June, 1988. "The Family Law Acting as it Affects Estate Planning for Professional Partners and Small Business Owners," Canadian Bar Association, June, 1988. "Capital Gains Exemption Planning," March, 1989, Canadian Bar Association-Ontario Annual Institute.
"Succession of Family Businesses," October, 1989, Ontario Tax Conference.
"Creative Trust and Will Planning," November, 1989, Law Society of Upper Canada. "Estates: Evolving Issues and Changing Roles," February, 1990, Canadian Bar Association-Annual Institute.
"Selected Problems in the Taxation of Trust Interests," Commerce Clearing House Canadian Limited, June, 1991. "The Mature Estate Plan: Problems and Solutions," October, 1992, Canadian Institute.
"Creating a Media Product/Marketing the Team," November, 1992, Canadian Institute.
"Business Succession: Business and Tax Planning Issues," May, 1993, Canadian Institute. "Children"s Trusts and Active Businesses," June, 1995, Canadian Institute. "Tax Minimization Techniques for Families in Business," June, 1995, Canadian Institute.
"Tax Planned Testamentary Trusts," January, 1996, Law Society of Upper Canada Special Lectures.
"Administration of Active Business in Estates," March, 1996, Law Society of Upper Canada. "Conflicting Duties, The Courtesy Trustee and Breaches of Trust," May, 1996, Canadian Bar Association.
"The Director as Fiduciary: Is Declaring and Abstaining Enough?" May, 1996, Infonex. "Tax Planned Wills: Using Trusts to Minimize Taxes," October, 1996, Canadian Institute.
Member: Canadian Tax Foundation.
Canadian Bar Association (Executive, Wills and Trusts Section, 1986-1989 and Council, Finance Review Committee, 1987-1989). Sports Lawyers Association.
Member: Canadian Tax Foundation. Canadian Bar Association (Executive, Wills and Trusts Section, 1986-1989 and Council, Finance Review Committee, 1987-1989). Sports Lawyers Association.