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Estate and Succession Planning Services at Aird and Berlis

Stuart Bollefer

Stuart Bollefer studied law at the University of Toronto, graduating with a LLB in 1980. Between 1982 and 2000, he practiced as a partner at Morris, Rose, and Ledgett. For nearly two decades, Stuart Bollefer has served as a senior tax partner and chair of the wealth management and succession planning group at Aird and Berlis, LLP, in Toronto, Ontario.

Proactive succession planning is a critical, yet sometimes overlooked aspect of estate and tax planning, particularly for high-net-worth families and individuals. Led by a trio of the firm’s senior most Tax Group members, the Aird and Berlis Estate and Succession Planning Team provides a variety of important services related to wealth planning and preservation, with an emphasis on the minimization of taxation. Common proactive planning techniques include income splitting arrangements and estate freezes. However, the practice is equally adept at applying innovative domestic trust structures and more personalized proprietary planning strategies.
The firm’s estate and succession planning team is highly knowledgeable in areas of corporate taxation, allowing clients to avoid certain pitfalls that may impact unwary planners. For a more in-depth look at tax succession planning and related tax services at Aird and Berlis, please visit the practice online at www.airdberlis.com.

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