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Rachel L. BlumenfeldTEP

Partner Admitted to the Ontario Bar: 1998

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 tax rules and regulations.

As a member of the firm's Estates & Trusts Group and Tax Group, Rachel’s practice focuses on trusts and estates, personal tax planning, and charities and not-for-profit 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.

Rachel offers advice to charities and donors on planned giving, philanthropic programs, administration of bequests and other gifts.

Rachel frequently writes and speaks on topics involving tax and estate planning, life insurance and business succession planning and charitable giving for audiences such as insurance and financial advisers, accountants, fundraising professionals, and fellow lawyers.

Awards & Recognition

  • Trust and Estate Practitioner designation (TEP)
  • Recognized in Chambers HNW: The World's Leading High Net Worth Advisers for her expertise in private wealth law
  • Recognized in Chambers Canada Guide, Private Client
  • Recognized in The Canadian Legal Lexpert Directory as leading practitioner in Estate & Personal Tax Planning and Charities and Not-for-Profit Law
  • Recognized in The Best Lawyers in Canada in the field of trusts and estates
  • Recognized in Who’s Who Legal: Canada as a leading private client lawyer
  • Recognized in The International Who’s Who of Private Client Lawyers
  • Honoured as the 2016 Volunteer of the Year by STEP Toronto
  • Awarded the 2012 Ontario Bar Association Trusts and Estates Section Hoffstein Book Prize

Professional Involvement

Professional Activities

  • Director and National Secretary, STEP Canada
  • President, Toronto Estate Planning Council, 2016-2017
  • Chair, CALU Associate Member Conference, 2016 & 2017
  • Chair, STEP Canada National Conference, 2015
  • Co-Chair, STEP Canada National Conference, 2012-2014
  • Member, STEP Toronto Executive, 2007-2013

Memberships

  • Canadian Bar Association, Ontario Bar Association (Trusts and Estates Section, Tax Section, Charities Section)
  • Society of Trust and Estate Practitioners (STEP Canada)
  • Conference of Advanced Life Underwriters (CALU)
  • Canadian Association of Gift Planners
  • Canadian Tax Foundation

Community Involvement 

  • Director, McMichael Canadian Art Foundation
  • Director, Toronto Partnership Minyan
  • Past Director, York Region Community Foundation
  • Past Director, Reena and Reena Foundation
  • Past Director, Netivot HaTorah Day School

Selected Speaking Engagements

"Planning for People with Special Needs," STEP Toronto, September 2016

"Estate Planning and the Jewish Laws of Inheritance," STEP Canada National Conference, June 2016

"Competing Fiduciary Obligations," STEP Toronto, May 2016

"Estate and Gift Planning," McMichael Art Foundation, May 2016

"Cross-Border Estate Planning," STEP Los Angeles, May 2016

"Drafting Trusts: Avoiding Common Pitfalls," Ontario Bar Association, February 2016

"Key Estate Planning Considerations for the High Conflict Family," Osgoode Professional Development Centre, February 2016

"Probate Planning in Light of the Recent Changes to the Estate Administration Tax Act," Ontario Tax Conference, October 2015

"Practice Gems: Estate Administration Checklist," LSUC, September 2015

"The New Qualified Disability Trust Regime," STEP Canada Conference, June 2015

"Annual Intensive Wills and Estates Workshop," Osgoode Professional Development Centre, 2007-2017

"Cross-Border Tax and Estate Planning: Tips and Traps," National Academy of Elder Law Attorneys Conference, April 26, 2012

Selected Publications

“Multi-Jurisdictional Pre-Immigration Planning,” co-authored with Robert Santia, Ed Powles, Emma-Jane Weider, Alon Kaplan, Lyat Eyal, Stanley A. Barg and Eric Dorsch, Trusts & Trustees, Oxford University PressSeptember 2017

Trusts in Prime Jurisdictions, "Canada Chapter," co-author with Martin Rochwerg, February 2016

"The New Qualified Disability Trust Regime," STEP Inside, January 2016

"Ontario’s Estate Administration Tax," co-author with Nicole Hastings, Ontario Tax Conference, October 2015

The International Comparative Legal Guide to Private Client, Global Legal Group, 2013-2016

"Estate Planning and the Jewish Laws of Inheritance," B'nai Brith Law Journal, March 2009

Education

  • LLB, University of British Columbia, 1996
  • MA (International Relations), Hebrew University, Jerusalem, 1988
  • BA (International Relations), University of Toronto, 1983