OBA Business Law PROGRAM | 9:00 AM to 4:00 PM (ET)

With an aging population, we are more often seeing small business corporations whose founding shareholders are looking to retire and either pass on the Corporation to the next generation or wind it up.  

Using a practical case study approach, join us to examine a corporation with multi-generational shareholders and directors who are related to each other and gather practical insights into:

• Assisting with reorganization of the corporate structures as part of a broader estate and succession planning mandate
• Options for how to reorganize the corporate structure
• The use of Family Trusts and dual Wills 
• How corporate lawyers, estate planners, accountants and tax advisors work together to facilitate intergenerational transfers of wealth and generally plan for the efficient and cost-effective management of affairs in the event of death.  

Don’t miss this opportunity to gain hands-on practical guidance from corporate and estates lawyers on managing corporate reorganizations undertaken as part of an overall estate plan.

PROGRAM CHAIRS

Kathleen L. Robichaud, Law Office of Kathleen Robichaud Professional Corporation
Mark E. Simon, McDonald, Simon, Stewart & Reidy LLP

AGENDA

For more information, please view the full program agenda