Back to Seminars

Seminar Library

Planning for the Succession of a Family Business

September 11, 2015

Enter the password for this seminar to access the Webinar and Power Point

Email is used for PD credits

Our business population and client base is aging and many of them have accumulated significant wealth. As tax and financial advisors, lawyers and accountants, we hold the key to our clients' understanding of their estate planning options.

Seminar Outline:

1. When is the Right Time to Implement the Family Business Succession Plan?
2. What do you need to get started?
3. Why Should Your Clients be Motivated to Act?
4. Planning Considerations for Family Business
5. Benefits of an Inter Vivos (Family) Trust
6. Check-up for Existing Family Trusts
7. Using a Family Trust to Multiply the CGE
8. Benefits of Alter Ego and Joint Partner Trusts
9. The Benefits of Multiple Wills
10. New GRE Trust Rules
11. Family Shareholders’ Agreement
12. Family Law Issues – B.C.
13. Crystallize CGE by Triggering Disposition
14. Holdco Spin Out
15. Estate Freeze/Family Trust Option
16. Impact of New s.55 Div. Rules
17. Wasting Freeze 


Forgot your password?
Free 30-day Trial


Newsletter Only

$360 / Year

Monthly Webinar with Verifiable PD Credits

$600 / Year

Subscribe Now


  • TaxMentor - The Canadian Tax Resource Centre
    Joan Russel
    TaxMentor's monthly newsletter and webinar are an invaluable part of professional development at our firm ...
  • TaxMentor - The Canadian Tax Resource Centre
    Evelyn Suvajdzic
    I find it informative and it gives me insight to many issues relative to my clients, who are family run and privately held businesses ...
  • TaxMentor - The Canadian Tax Resource Centre
    Benjamin Leung
    TaxBrief and the monthly webinar have been a resourceful and practical forum for me ...
  • TaxMentor - The Canadian Tax Resource Centre
    Christian Stewart
    As a small firm, it is impossible for us to stay on top of the changes in tax law, tax planning and legislation ...
  • TaxMentor - The Canadian Tax Resource Centre
    Doug Sylte
    TaxMentor provides easy access to tools to assist in providing my clients the correct tax advice in a timely cost saving manner ...
  • TaxMentor - The Canadian Tax Resource Centre
    Lawrence Low
    It is a time efficient and cost effective way of keeping up with all the changes in the world of taxation ...
Read More Testimonials