Tax Planning for Family Succession: Freezes, Trusts, and Traps

Author: Rose Shawlee
Current to: June 2023

Our latest Practice Point is here to ensure you stay on top of your law game.

As part of CLEBC Online Course Materials, “Tax Planning for Family Succession: Freezes, Trusts, and Traps” was presented by Rose Shawlee of Boughton Law for the CLEBC course Wealth Preservation and Succession for the Family Enterprise.

This paper serves as a comprehensive guide to tax planning for family succession, providing valuable insights and practical advice for anyone involved in creating a succession plan for a family enterprise. It emphasizes the importance of considering both the technical and soft issues involved in the process and provides a range of tools and strategies to help families preserve their wealth and pass it on to future generations.

Don’t miss this extremely practical and hands-on paper!

View PDF of the paper