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Sep 15, 2017
Chambers HNW Ranks Aird & Berlis as a Leader in Private Wealth Law
Aird & Berlis is proud to be recognized as a leading Canadian law firm in the 2017 edition of Chambers High Net Worth. In addition, partners Jack Bernstein, Rachel Blumenfeld and Melanie Yach are individually recognized as leading lawyers in Private Wealth Law.
The firm as a whole and our noted practitioners received the following accolades:
Aird & Berlis is a full-service firm with a "well-rounded group" of respected trusts and estates practitioners. "The lawyers we deal with there have always been very thorough, respectful, quick to respond, and executed a number of planning strategies timely and effectively," explains a source. The team advises wealthy clients and their advisers on the full range of domestic and multi-jurisdictional tax, estate and succession planning matters. The firm also handles contentious trust and estate matters. Sources praise in particular the advice provided by the Aird & Berlis team. "We came to them with specific estate or structuring issues and they've had very creative solutions," explains one interviewee, while another adds: "We've valued getting what I'd describe as candid, unvarnished advice on what can happen if things go wrong, which you often don't want to hear but need to know."
Jack Bernstein chairs Aird & Berlis’s international tax practice. Bernstein advises clients on all aspects of tax, including personal tax matters and international tax planning for private and public enterprises. "He is very well known among the high net worth community in Toronto for his long experience and expertise," says one commentator. "He's very good to work with," says another interviewee; "he's very attentive, replies to enquiries at any time of day or night, and is probably one of the most innovative tax experts on not just Canadian tax law, but also international tax."
Rachel Blumenfeld "is really an excellent lawyer" who "has very good estate planning knowledge," according to sources. She helps wealthy clients with personal tax planning, estate planning and administration, business succession strategies and insurance planning. Blumenfeld also handles charitable and non-profit matters. "I think she's great," enthuses one source, while another commentator describes Blumenfeld as "smart, nice, energetic, generous and strong."
Melanie Yach specializes in contentious trusts and estate matters, while she also assists high net worth clients with estate planning and administration. "Melanie’s terrific," enthuses one peer, while another says that she "is very professional, very knowledgeable, pays good attention to detail and is calm under pressure." Yach chairs the Canadian Bar Association’s wills, trusts and estates fundamentals program.
highlights the leading lawyers and law firms for the international private wealth market in key jurisdictions around the world. Rankings are based on independent research and interviews with lawyers, accountants, investment managers and other professionals working with high net worth individuals.