Fogler, Rubinoff LLP | Toronto, Ontario, Canada
A lawyer since 2008
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At Fogler Rubinoff, Shaun holds the role of Partner within the departments of Tax and Wills and Estates, having joined the firm in 2013 after a tenure at a notable boutique tax firm in Canada. His expertise encompasses a wide range of services, including tax and estate planning for business owners, entrepreneurs, trusts, and individuals with significant wealth.
Shaun's commitment to excellence is evidenced by his completion of the In-Depth Tax Course and the In-Depth HST/GST Course through the Canadian Institute of Chartered Accountants. His thought leadership is regularly showcased in Fogler Rubinoff’s "Dollars and Sense" tax newsletter, and his co-authorship of "The Death of a Taxpayer" along with his annual webcast for CCH Canadian Limited on estate planning and taxation upon death highlight his active engagement in his field.
His areas of expertise are diverse, covering estate freezes, voluntary disclosures, and tax and succession planning for owner-managers, among others. Shaun is adept at navigating the complexities of will planning, trust settlements, and executing sophisticated corporate “butterfly” reorganizations.
Shaun's educational background is comprehensive, including an In-Depth HST/GST Course in 2016, and parts I and II of the In-Depth Tax Course in 2011. His legal education was obtained from the University of Toronto Law School, with further international law studies at the University of Amsterdam Law School. His foundational education was in Computing and Information Science and Biology at Queens University, where he graduated with honors.
He is actively involved with several professional organizations, including the Law Society of Ontario, the Canadian Tax Foundation, and both the Ontario and Canadian Bar Associations, reflecting his commitment to the legal profession.
Shaun's contributions to legal scholarship include articles and publications on various topics within tax litigation and law, such as the implications of embedded capital gains and the principles of deceit and sham in tax contexts. His work has been published in respected journals and books, demonstrating his significant impact on the field.
Shaun's practice areas are broad, spanning business succession planning, corporate reorganizations and transactions, tax, and wills and estates. His comprehensive understanding of these domains, combined with a pragmatic approach to client service, makes him a valued advisor and litigator in his field.