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Professional Biography

Brian assists clients in the areas of estate planning, trusts and personal taxation, with a focus on advising high net worth individuals on succession planning alternatives and tax effective transfers of wealth. Brian also advises donors, charitable organizations, public and private foundations, and not-for-profit organizations in respect of donation planning, charitable registration and administration of charities. He also frequently advises clients on estate litigation matters. Brian is a past recipient of the Ontario Bar Association's Hoffstein Book Prize in Trusts and Estates and is recognized as a leading lawyer by many organizations. Brian is an active member of his community, being a International Fellow of the American College of Trust and Estate Counsel, Treasurer of the Society of Trust and Estate Practitioners Canada and a member of the Professional Advisory Committee (PAC) of the Jewish Foundation of Toronto.

What is your favorite restaurant to take a client or colleague to?

Like variety so sadly there is not a single option to choose.

What is the best piece of advice you have ever received?

Just because something does not go the direction you hoped is not a reason to sit down and give up; sometimes obtaining your goals just takes a longer time and more effort than you initially thought.

What was your first job?

Working a games booth at an amusement park

What is the book you recommend to everyone?

Interview with the Vampire - Anne Rice

What changes do you expect to see in your practice over the next year?

Return to in person meetings which will facilitate more training opportunities with juniors.