Robert Claudio Santia

Robert brings a dynamic and solution-oriented approach to tax law, leading clients through intricate legal matters with confidence. He thrives on dissecting highly technical tax challenges and crafting innovative strategies that align with each client’s goals. Robert is known for thinking outside the box and combining deep subject-matter expertise with a genuine passion for problem-solving, making him a trusted advisor for clients seeking impactful, forward-looking tax solutions.

Robert is a member of the firm’s Tax and Tax Controversy/Tax Litigation Groups. His practice includes advising individuals, private businesses and their advisors on a wide range of tax planning matters. He has extensive experience designing and executing corporate reorganizations and advising on the use of domestic and offshore trusts for tax and estate planning. Robert has developed particular expertise in assisting high-net-worth families with structuring their holdings to manage tax implications related to succession and estate transfers.

In addition to his client work, Robert is committed to sharing knowledge and advancing dialogue in the tax community. He contributes regularly to Canadian and international tax publications and speaks on these topics for professional and educational organizations.

Co-Chair, "Fundamental Steps and Considerations in an Estate Freeze to Minimize Tax on Death," Osgoode Hall Professional Development – Taxation in Wills and Estates Webcast, February 21, 2023.

Speaker, "Practical Advice for Tackling Challenging Planning Issues: Death of a Shareholder – Introduction to the Problem of Double Taxation," Ontario Bar Association – Trusts and Estates Law/Young Lawyers Division Program, Toronto, November 4, 2019.

Speaker, "Speed Mentoring: Practical Advice on Succeeding as a Young Tax Lawyer," Ontario Bar Association – Taxation Law Program, Toronto, October 1, 2019.