Rachel Lee Blumenfeld

Rachel advises clients on estates, tax and succession planning matters. By asking the right questions and listening carefully, Rachel gets the information she needs to structure her clients’ affairs effectively. She is an active speaker and participant at conferences and professional development events, ensuring she remains a leader on rapidly changing legal tax rules and regulations.

As Co-Leader of the firm’s Trusts & Estates Group and Charities & Not-for-Profit Law Group, and a member of the Tax Group, Rachel’s practice focuses on trusts and estates, personal tax planning, and charities and not-for-profit law. She advises on tax, trusts, estate planning and administration, preparation of wills, power of attorney documents, business succession, and insurance planning. Rachel has significant experience with cross-border planning for clients who have U.S. or other foreign connections. She also works with families with disabled children to plan and structure their estates appropriately and offers advice to charities and donors on planned giving, philanthropic programs, administration of bequests and other gifts.

Rachel frequently writes and speaks on topics involving tax and estate planning, life insurance and business succession planning and charitable giving for audiences such as insurance and financial advisers, accountants, fundraising professionals, and fellow lawyers. She is involved in the community and serves on a number of not-for-profit and charitable boards. Rachel served as Chair of STEP Canada for the 2023-2025 term.

"Getting Beneficiary Designations Right: Planning Techniques That Prevent Tomorrow's Litigation," CALU's 2026 Advanced Education Symposium, October 27, 2026.

"Global Transparency and Disclosure in 2026: The Next Chapter," School of International Financial Services, March 25, 2026.