8:00 am – 9:00 am (Continental Breakfast)
9:00am – 11:00 am (Presentations and Discussions)
3201 Highway 7, Vaughan, ON L4K 5Z7
TOPICS AND SPEAKERS
Moderator: Barry S. Arbus, QC
Protecting the family-owned business in an era of common law relationships and divorce
Lorne H. Wolfson
Lorne will discuss the possible impact that a contentious separation can have on a family-owned business and what steps prudent business owners can take to protect their business interests.
SECURING THE FUTURE
The importance of shareholder agreements in family-owned businesses
Learn why it is necessary to have a shareholders agreement in a family-owned business and the methodology by which decisions of the directors and shareholders should be made.
KEEPING IT IN THE FAMILY
The implementation of the successful succession plan
Risa will discuss the use of Primary and Secondary Wills to minimize probate fees, the tax benefits of an estate freeze and family trusts, other benefits of a family trust including, creditor protection, family law, succession to family members and considerations to be aware of when establishing a family trust to avoid pitfalls.
TAX ADVANTAGES OF USING A TRUST STRUCTURE FOR A FAMILY OWNED BUSINESS
How to minimize and defer tax on the distribution of estate assets
Marc will review the various tax considerations to be examined in connection with the distribution of estate assets to beneficiaries in a family business. He will focus on tax planning relating to buy-out transactions among beneficiaries.
Our speakers will guide you through each of these topics and will provide you with the tools to help you identify opportunities and overcome obstacles in order to achieve a successful business transition from estate to beneficiaries. The presentations will be followed by a brief question and answer period.