Financial and Estate Planning for the Mature Client in Ontario

Margaret E. Rintoul, B.A., LL.B., is a partner at Blaney McMurtry LLP in Toronto and has practised in the area of estate planning and administration – including contested estate and guardianship matters as counsel and as mediator – for more than 40 years. She is currently ranked by Lexpert as a leading practitioner in the area of estate law, and is a member of the Law Society of Ontario, STEP (Society of Trust and Estate Practitioners), as well as the Ontario Bar Association and the Canadian Bar Association. Margaret has served as Chair of both the Ontario and national Wills, Trusts and Estates Sections and was recognized with the Award of Excellence in Trusts and Estates Law in 2018. She is the author of Ontario Estate Administration, The Practitioner’s Guide to Estate Practice in Ontario and Canadian Forms & Precedents: Wills and Estates. Margaret is also a contributing editor for Practical Guidance and Financial and Estate Planning for the Mature Client in Ontario.

Andrew Zur, B.Sc., LL.B., is a lawyer and consultant who provides advice regarding pensions and group benefits for WTW. He has expertise in a variety of pension, group benefit and employment-related issues, including: pension plan governance, drafting and interpreting pension plan documents, pension plan investments, corporate insolvency and employment standards law. He has written a number of articles and edited books and publications in pension law. He has also consulted with governments and regulators on amendments to pension and tax legislation.