Fun, Sun and a Cabin or Condo.  What could go wrong? Delve into the complexities of Estate and Family Planning for Vacation Properties.

The presentation will provide invaluable insights on:

• Tax implications: Understand capital gains and probate tax laws.
• Ownership structures: Explore personal, corporate, and trust ownership.
• Cross-border ownership: Navigate US property ownership challenges.
•  Family dynamics: Consider shared ownership impact on relationships.
• Succession planning: Protect an heir’s inheritance after they marry.

This event is a must-attend for estate lawyers, financial planners, family advisors, insurance professionals, and portfolio managers. Stay on with us afterwards for Q&A.

Presenters:

Chantal M. Cattermole, Partner, Cozen O’Connor LLP

As co-chair of Cozen O’Connor’s Canadian Family Practice Group, Chantal masterfully balances financial acumen with empathetic leadership. Her active industry involvement, coupled with a strategic mindset, empowers clients to make informed decisions that protect assets, preserve relationships, and ensure a secure future. Whether architecting intricate estate plans or resolving contentious family disputes, her unwavering commitment to excellence ensures exceptional client outcomes.

Virgil Hlus, Partner, Cozen O’Connor LLP

Virgil is the chair of Cozen O’Connor’s Canada / US Cross Border Practice Group and a member of the Canadian Family Practice Group.  Virgil is a trusted business advisor and advocate for his corporate and family office clients. His clients appreciate his commitment to giving sensible, commercial solutions to the challenges that arise at all stages of complex business transactions, estate plans and family planning and disputes. His strong network enables him to connect clients with opportunities and make strategic introductions.

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Registration $35 - Recording Available

No charge for Estate Planning Council of Canada Members

Guests are welcome - this event is for Professional Advisors only.

Membership Information