CONTINUITY PLANNING FOR FAMILY-OWNED BUSINESSES
This meeting is being hosted by the Wills & Trusts - Vancouver Section.
| Speaker(s): |
Nicole Garton of Heritage Law; David Christian of Thorsteinssons LLP; and Jackson Todd of Onyx Law Group |
| Time: |
Tuesday, January 29, 2019 - 4:30 pm - 5:30 pm (Pacific Time) |
| CPD Hours: |
1.00
Please note that this is an estimate of the total hours of CPD that are being offered. Upon the conclusion of the meeting, an assesment will be made as to exactly how many hours will be approved. |
Synopsis
While correct, current and strategic legal advice is critical towards minimizing taxes and risks inherent in business succession, these concepts should be paired with “relational” advice to ensure long term success for business family clients.
In addition to providing you with a comprehensive overview of key estate planning tools and recent income tax changes, Nicole Garton and David Christian will outline the main concepts and five lenses of business family relational planning. Finally, you will leave with practical tips on how to lead a multi-disciplinary term as a long term trusted advisor to business families.
A case comment will be presented by Jackson Todd on Gully v. Gully, 2018 BCSC 1590, which is a recent BC case about the risks associated with joint tenancies.
Webinar/Teleconference
Sections host webinars from Internet-capable venues where significant interest has been expressed by Section members in attending remotely. This Section meeting will be offered as a teleconference or webinar depending on the resources and technology available at the venue.
Webinar or teleconference instructions will be sent to your email that we have on file one day prior to this meeting date. These instructions will indicate when you should log in, as the meeting may start a little later than expected, as members and speaker(s) may be setling in, or if there is a lunch/dinner component.
If you have not received instructions by days end one day prior, please email sections@cbabc.org.
Disclaimer
Please ensure to sign-in with your full name when accessing the webinar room; failure to sign-in will result in de-registration. If you are attending by teleconference, please ensure to announce your presence to the room so they may document your attendance. CBABC requires this as a record to confirm your attendance for this meeting for your CPD reporting (if applicable).
