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Symposium

Symposium 2020 - Never Let a Crisis Go to Waste: Planning Opportunities for Business Owners During COVID-19

Trusts, Wills, Estates & Charity
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Overview

The COVID-19 pandemic has created widespread disruption for business owners. While tax and estate planning might not be an immediate concern for most Canadians, the current crisis has created a number of attractive tax-saving opportunities for business owners and their families.

Join Fasken’s Trusts, Wills, Estates and Charities team where they discussed planning opportunities resulting from the economic and government response to COVID-19 – and how business owners can take advantage of them as the economy reopens and recovers.

The following topics were covered:

  • Estate freezes and business succession: What is an estate freeze, and how the current environment helps.
  • Lowering your family’s tax bill with prescribed rate loans and low interest rates.
  • Using family trusts, alter ego and joint partner trusts in planning.
  • Tips on carrying out both strategies effectively and avoiding risks, issues and disputes.

 

Symposium home page.

 

Disclaimer: If you’re looking for a copy of the materials, please contact the events person below.

Event contact

Justin Mui Marketing Events Specialist +1 604 631 3296

Speakers

  • Annie H. Chen, TEP, Partner, Vancouver, BC, +1 604 631 3288, anchen@fasken.com
  • Hiva Parandian, Associate, Vancouver, BC, +1 604 631 3297, hparandian@fasken.com