Shareholders's Agreement: Tax & Estate Planning Considerations
Shareholders' Agreements are an often overlooked tool that can be vital in the context of a family business succession plan.
Shareholders' Agreements are an often overlooked tool that can be vital in the context of a family business succession plan. A properly drafted Shareholders' Agreement can effectively become the constating document for the family business, especially after the patriarch has passed away. There are a number of issues that often become very difficult to resolve in a family business context, once the parents pass away, and a Shareholders' Agreement is one of the best ways to plan for succession and continuation of the business.
Join the professionals from Minden Gross for a concise analysis of the basic construction of a shareholders' agreement, the important one, and tax considerations that should be considered and addressed therein.
More specifically, topics covered will include:
- What is a shareholders' agreement and what?s in a shareholders' agreement
- Types of shareholders' agreements
- Terms to be included in shareholders' agreements
- Control Matters including de facto control, de jure control and 251(5)(b)
- Buy-Sell on Death
- Other Technical Matters
This webinar will be of most relevance to accountants, tax practitioners, and lawyers, and will also be of interest to those involved in estate or financial planning.
Professional Development Credits
CCH Canadian professional development programs are designed to meet the continuing education requirements of a variety of professional associations. These requirements do vary by association and region. Please consult your provincial association to ensure this webinar meets the continuing professional development standards for your specific situation.