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Vancouver CPA Chapter – Succession Planning

June 7, 2016

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Seminar Outline:

  1. Implementing the Succession Plan
  2. Getting started
  3. Selling the Succession Plan
  4. Planning Considerations
  5. Succession and the Family Trust
  6. Family Trust Check up
  7. Alter Ego and Joint Partner Trusts
  8. Multiple Wills
  9. GRE Trust Rules
  10. Family Shareholders’ Agreement
  11. Family Law Issues
  12. Crystallizing the CGE
  13. Holdco Spin Out
  14. Family Trust Estate Freeze
  15. Estate Planning and s.55 Rules
  16. Wasting Freeze

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