Rachel Blumenfeld

Estates, Tax and Succession Planning

Rachel Blumenfeld

Estates, Tax and Succession Planning

Biography

Rachel advises clients on estates, tax and succession planning matters. By asking the right
questions and listening carefully, Rachel gets the information she needs to structure her clients’
affairs effectively. She is an active speaker and participant at conferences and professional
development events, ensuring she remains a leader on rapidly changing legal and tax rules and
regulations.

As a member of the Aird & Berlis Estates & Trusts and Tax Groups, Rachel’s practice focuses
on trusts and estates, personal tax planning and charities law. She advises on tax, trusts, estate
planning and administration, preparation of wills, power of attorney documents, business
succession and insurance planning. Rachel has significant experience with cross-border
planning for clients who have U.S. or other foreign connections. She also works with families
with disabled children to plan and structure their estates appropriately and offers advice to
charities and donors on planned giving, philanthropic programs, administration of bequests and
other gifts.

Rachel has been a director of STEP Canada since 2015 and currently serves as the Deputy Chair.
She served on the STEP Toronto Executive and co-chaired and chaired the National Conference
for a number of years. As well, Rachel was the President of the Toronto Estate Planning Council
in 2016-2017 and chaired the CALU Associate Member Conference in 2016 and 2017. She is
currently a director of the McMichael Canadian Art Foundation, REENA, and a past director of
the Toronto Partnership Minyan.

Rachel is recognized in Chambers HNW: The World’s Leading High Net Worth Advisers, The
Canadian Legal Lexpert Directory (Estate & Personal Tax Planning and Charities and Not-for-
Profit Law), the Lexpert Guide to US/Canada Cross-border Lawyers in Canada, The Best Lawyers
in Canada (Trusts and Estates), Who’s Who Legal: Canada (Private Client) and Who’s Who Legal:
Private Client. She was awarded the 2021 STEP Founder’s Award for Outstanding Achievement
and honoured as the 2018 STEP Canada Michael Cadesky Volunteer of the Year and as the
2016 Volunteer of the Year by STEP Toronto. Rachel was also awarded the 2012 Ontario Bar
Association Trusts and Estates Section Hoffstein Book Prize.

All sessions by Rachel Blumenfeld

Estates (Title coming soon)

23 Sep 2021
2:10 pm - 3:10 pm

REGISTER NOW

IAFP VIRTUAL SYMPOSIUM

3 Day Symposium, September 22 – 24

EARLY BIRD PRICE – ENDS JUNE 30TH

Members: $395.00 plus tax  | Non-Members: $495.00 plus tax

Sneak A Peek/Advanced Education Day

1 Day Event, September 22nd:

$150.00 plus tax

AFTER JUNE 30

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