Rachel Goldman
Torkin Manes LLP | Toronto, Ontario, Canada
A lawyer since 2005
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As a key figure in the firm’s Private Client Services Group, Rachel's legal practice spans a broad spectrum, including estate planning and administration, trust creation and management, tax strategies, drafting wills, establishing powers of attorney, and advising on business succession strategies.
Boasting nearly two decades of experience, Rachel adeptly assists individuals and families in maneuvering through the intricacies of estate planning and execution. Her approach, marked by superior communication and meticulous attention to detail, simplifies the complex for her clients, making challenging concepts more understandable and relevant to their unique situations. As a pivotal consultant, Rachel delves into both the factual and emotional layers of her clients' needs, crafting tailored and intricate estate plans that align with their financial and personal goals. She also partners effectively with executors and trustees to streamline every phase of estate administration.
Her clientele encompasses affluent individuals, corporate leaders, family-run enterprises, private firms, estates, trust corporations, and family offices. Rachel enhances service delivery by integrating her efforts with those of her clients' other advisors, such as accountants, insurance brokers, and investment managers, ensuring a cohesive strategy. Her collaboration extends within her firm, drawing on the expertise of colleagues in real estate, corporate governance, and litigation to offer a comprehensive legal service.
Rachel is widely acknowledged for her thought leadership, frequently spearheading seminars and educational workshops on estate planning and administration. Her initiatives often focus on empowering women with knowledge on estate planning and financial independence, besides guiding accountants and investment advisors. Her role as a guest speaker at Osgoode Hall Law School further underscores her dedication to educating and shaping future legal minds.
Her professional journey is distinguished by significant milestones, including her call to the Ontario Bar in 2005, a Juris Doctor degree from Osgoode Hall Law School in 2004, and a Bachelor of Arts from Western University in 2001, complemented by her designation as a Trust and Estate Practitioner (TEP).