Are Discretionary Trusts Excluded Property in Divorce?
By Alison Carter If you are contemplating separating from your partner or are in the midst of a divorce, you may be wondering what constitutes ... Continued
Enhancing Family Meetings: Three Tips Beyond the Boardroom
By Michael Scott and Cody Gordon As a family-operated wealth management firm with four decades of experience managing our own business and facilitating family meetings, ... Continued
Areet Kaila and Hannah Solmon Published in Law360 Canada
Clark Wilson’s Family Office partner Areet Kaila and articled student Hannah Solmon‘s article, “Overview of Estate Freezes” was recently featured in Law360 Canada (previously The Lawyer’s Daily), which ... Continued
David Ford Interviewed by Canadian Family Offices
Clark Wilson Family Office partner David Ford, FEA was interviewed by Canadian Family Offices for the article, “Seven dos and don’ts in M&A deals“. Canadian Family Offices ... Continued
Using Shareholders’ Agreements to Avoid Deadlock in Family Enterprises
1. Shareholders’ Agreements 101 The shareholders of a company are its owners, holding basic rights such as appointing directors and sharing in the company’s profits. ... Continued
Ensuring Continuity of Family Vision & Values in the Family Enterprise
1. Family Business Philosophy Every family has their own vision, values, and business philosophy. However, putting this vision and philosophy into practice in the family ... Continued
Estate Freezes: An Opportunity for your Family Business?
By Areet Kaila and Hannah Solmon Tax planning and family business succession are concepts that often go hand in hand. When owners of a family ... Continued
Putting the Success in Succession: How Proposed Amendments Related to Bill C-208 Could Impact Your Family Business Transfer
By St.John McCloskey Bill C-208, a private member’s bill that sought to amend the Income Tax Act (the “Act”) to facilitate transfers of family businesses ... Continued
Leak-proofing your Discretionary Trust: Protecting against Future-Generation Spousal Claims
Families frequently make use of a discretionary trust when planning their business succession arrangements. However, assets in a discretionary trust may be subject to unwanted ... Continued
Corporate Divorce: Butterfly Transactions in Family-Owned Enterprises
When spouses that co-own a family business decide to divorce, dividing the family business between them can be a complex and emotional experience. In some ... Continued
Five Reasons Why You Should Have a Family Law Agreement
Succession planning in a family business context is often complicated. The biggest question is usually “how do we keep the business from falling into the ... Continued
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