Trusts, Estates and Fiduciary Obligations Overview
Our wills and estates lawyers are involved in all aspects of estate planning and estate administration, including the drafting of wills, inter vivos trusts, powers of attorney and health care directives, implementing estate freezes, income splits and buy-sell agreements for clients and advising personal representatives and beneficiaries with respect to the ongoing administration of estates and trusts, including estate and trust litigation.
Family Business: Achieving Success in Succession September 19, 2013 12:00 pm to 1:30 pm
The goal of this presentation is for participants to gain a broader understanding of the many business and emotional issues that are specific to a generational business transition. In particular to appreciate the requirements to develop a long-term plan that will lead to successful succession planning where the extended family unit is maintained in a healthy state. The issues around succession planning are far broader than a sale to a third party and include considerations of all family members, non-economic benefits such as company car, Jets or Bomber tickets, travel, an office and many other factors that do not play into arm's length dispositions. Join us as presenters Anita Wortzman, CEO and Richard Leipsic, Managing Director, Acumen Corporate Development Inc. share their expertise in what will surely be an informative session for every generation of your family. Read more...
Trusts & Estate Planning: What Your Farm Clients Need to Know May 15, 2013 12:00 pm to 1:00 pm
Please join us for a CAFA Learning Lunch. CAFA is a national, not-for-profit, professional organization dedicated to assisting farm families and businesses by increasing the skills and knowledge of farm advisors and consultants. Peter Glowacki practises primarily in the areas of wills, trusts and estates law, including all aspects of trust estate planning, administration and litigation. This includes the planning, preparation and ongoing advice to settlors, trustees and beneficiaries pertaining to all aspects of the administration of inter-vivos, settlement, off-shore and testamentary trusts. In addition, he is actively involved in charity and not-for-profit law and also corporate and commercial matters, including business acquisitions and financing, and commercial real estate transactions. Read more...