Lawyer Profile

Stuart F. Bollefer

Toronto, Ontario

Stuart F. Bollefer

Overview

With more than 40 years of experience in tax law and estate planning, Stuart has earned recognition for bringing technical expertise to bear along with a keen awareness of the human dynamics of his clients’ situations. Stuart is a natural problem solver and has the ability to find innovative resolutions to his clients’ tax issues. With exceptional communications skills, he breaks down complex domestic and multijurisdictional issues into a meaningful context for his clients.

Stuart is a member of the firm's Tax Group. He has extensive experience providing domestic and international tax advice with respect to mergers and acquisitions, structuring shareholder agreements, inbound and outbound investment and business expansion, and estate and wealth preservation planning.

“Tax Law Essentials for Private, Owner-Managed and Family Businesses,” Aird & Berlis LLP Webinar, 20 November 2018.

“Tax On Split Income,” Canadian Tax Foundation 2018 Ontario Tax Conference & Live Webcast, 22 October 2018.

“Tax On Split Income – How Not to Get Trapped in the TOSI Rabbit Hole” Norton McMullen LLP, Markham, ON, 27 September 2018.

“Income Splitting: How Will Proposed Amendments Affect You?” RBC Wealth Management Services National Conference, 20 April 2018.

“Income Splitting: How Will Proposed Amendments Affect You?” TD Wealth Advisory Services, 9 April 2018.

“Income Splitting: How Will Proposed Amendments Affect You?” Aird & Berlis LLP Webinar, 7 February 2018.

Practice Areas

  • Estates & Trusts
  • Taxation Law

Bar Information

Called to the bar: 1982 (ON)