Tax and Succession Planning for the Family Business

Table of Papers

Tab 1

PowerPoint Presentation: Legal and Tax Update:  Key Developments Impacting the Family Business
Stephen Rukavina, Lawyer, Legacy Tax + Trust Lawyers, Vancouver, BC
24 Slides

Tab 2

PowerPoint Presentation: Section 84.1 – The Bad,  the Ugly and the Good (Maybe?)
Michael Coburn, Partner, Fasken Martineau DuMoulin LLP, Vancouver, BC
25 Slides

Tab 3

PowerPoint Presentation: US Tax and Cross-Border Estate Planning
Ryan Gill, Partner, KPMG LLP, Vancouver, BC
Barb Eby, Manager, KPMG LLP, Vancouver, BC
34 Slides

Paper: US Tax and Cross-Border Estate Planning - Presentation Supporting Materials
Ryan Gill, Partner, KPMG LLP, Vancouver, BC
Barb Eby, Manager, KPMG LLP, Vancouver, BC
14 Pages

Tab 4

PowerPoint Presentation: Managing Family Dynamics: Mental Health, Substance Dependency
Steve Ivacko, CPA, CMA, TEP, FEA MNP LLP, Vancouver, BC
26 Slides

Tab 5

PowerPoint Presentation: Estates from a Litigator’s Perspective
Amy Mortimore, KC, Partner, Clark Wilson LLP, Vancouver, BC
41 Slides

Tab 6

Panel: Shareholders Agreements Part 1: Date of Death, Tax and Other Exit Issues
Chris Ireland, Senior Vice-President Planning Services, PPI Advisory, Vancouver, BC
Alison Oxtoby, Fasken Martineau DuMoulin LLP, Vancouver, BC
68 Slides

Tab 7

PowerPoint Presentation: Trust and Estate Planning and Related Tax Planning
Ian Humphries, Partner, Thorsteinssons LLP, Vancouver, BC
39 Slides

Paper: Trust and Estate Planning and Related Tax Planning
Ian Humphries, Partner, Thorsteinssons LLP, Vancouver, BC
33 Pages

Tab 8

PowerPoint Presentation: Philanthropic Update and Structural Options
Malcolm Burrows, Head of Philanthropic Advisory Services, Scotia Wealth Management, Toronto, ON
25 Slides

Tab 9

Panel: Shareholders’ Agreements Part 1.5: Post Mortem Planning Alternatives and Grandfathering
Chris Ireland, Senior Vice-President Planning Services, PPI Advisory, Vancouver, BC
Alison Oxtoby, Counsel, Fasken Martineau DuMoulin LLP, Vancouver, BC
12 Slides

Panel: Shareholders’ Agreements Part 2: Negotiating and Drafting for the Family Business
Chris Ireland, Senior Vice-President Planning Services, PPI Advisory, Vancouver, BC
Alison Oxtoby, Counsel, Fasken Martineau DuMoulin LLP, Vancouver, BC
47 Slides