ARCHIVED VIDEO STREAM
This is the archived version of a program presented on May 9, 2013.

Today, we are seeing more frequent and more complex estate and trust disputes that involve corporate assets as family businesses are passing to the next generation.  Estate and trust lawyers now require an understanding of corporate principles and remedies in order to identify issues and develop solutions for the efficient transfer of business assets and resolution of business disputes. 

In this video, you will learn about the current business law issues that are at the root of succession planning and estate and trust disputes in Ontario.  The ability to identify and address these issues will allow you to properly prepare for succession of a family business and minimize the risk of litigation, or resolve such disputes competently and efficiently.  

AGENDA

Welcome and Opening Remarks from the Program Chairs

Strategic Use of Insurance in Planning for Family Business Succession
Robin Goodman, Vice President, Insurance, Trust and Estate Planning Services, RBC Wealth Management

Planning around FLA Issues in the Context of Family Business Succession
Melanie Kraft, Partner, Epstein Cole LLP

Tax Planning in the Context of Family Business Succession
David P. Stevens, Partner, Gowling Lafleur Henderson LLP

Common Issues Facing Executors and Trustees of Trusts that Include Corporate Assets
Eric N. Hoffstein, Partner, Minden Gross LLP

Valuing a Family Business
Errol D. Soriano, Managing Director, Campbell Valuation Partners Limited

Practical Strategies for Managing the Challenges of Business Assets in the Context of Passings of Accounts
Angela Casey, de Vries Litigation

Enforcing Promissory Notes
David M. Lobl, Dentons Canada LLP

Shareholder Remedies
Richard B. Swan, Partner, Bennett Jones LLP

Question Period and Concluding Remarks from the Program Chairs