Rose Shawlee, Partner, RBS LLP

Rose is part of the Estate and Wealth Advisory Group where her practice is primarily focused on assisting families and businesses with their planning, succession, estate, and business needs. She strives to make life’s inevitabilities, death and taxes, less daunting a topic for clients while being alert to the complications these raise from a legal, family, tax, probate fee, and cost perspective.

There are a multitude of tools offered by the legal system to achieve one’s estate planning and business succession intentions, but rarely are all of them necessary.  Rose’s priority is to ensure that clients are aware of the various tools while ensuring that a problem isn’t over-solved by implementing mechanisms that aren’t proportionately practical or offer limited cost-benefit.