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Planning for the Succession of a Family Business

September 11, 2015

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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 

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