Practice Co-Author Editor in Chief and Contributing Author Teaching Engagements Special Designations Memberships Education

Stuart Bollefer

Partner

Email:
Phone:
Fax:

Click here to email
416.865.3079
416.863.1515

Print Bio

Admitted to the Ontario Bar: 1982

Stuart Bollefer is a partner and a member of the firm's Tax Group, as well as Chair of the Wealth Management and Succession Planning Team.

PracticeStuart has more than 25 years of extensive experience providing domestic and international tax advice with respect to mergers and acquisitions, inbound and outbound investment and business expansion, and estate and wealth preservation planning.

Co-Author

"The Business in Transition: Making the Succession Plan Work - Business Owner's Edition," LexisNexis, 2009 (with David Malach)

"The Business in Transition: Making the Succession Plan Work," LexisNexis, 2008 (with David Malach)

Editor in Chief and Contributing Author"Shareholders' Agreements: A Tax and Legal Guide," third edition, CCH Canadian Limited, June 2009

Teaching EngagementsFormer instructor, Taxation, Bar Admission Course, Law Society of Upper Canada

Special DesignationsTrust and Estate Practitioner designation (TEP)

MembershipsCanadian Tax Foundation
Family Firm Institute (Ontario Chapter), Director
International Fiscal Association (Canadian Branch)
Society of Trust and Estate Practitioners (STEP Canada)

EducationLL.B., University of Toronto, 1980
B.A., Wilfrid Laurier University, 1977

Practice GroupsTax

ServicesInternational Tax Private Business Services Wealth Management and Succession Planning

List of selected publications List of selected speaking engagements