Corporate Reorganizations in Estate Planning: Your Practical Guide

Event Category: External Event
Date:
Time: -
Registration: $212-$628
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OBA Business Law Program

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 the Ontario Bar Association 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.

Pallett Valo Speakers

Andreea Muth, Partner

Cassie Wasserman, Lawyer

Location

OBA Conference Centre, Toronto

Accreditation

This program contains 5h substantive content and 45m professionalism content.

Program Price

CBA Member: $457* | CBA Student Member: $212* | Non-Member: $628*
*plus applicable taxes