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Estate Planning Council of CANADA

Tax Considerations in Structuring Exit Clauses on Death of a Shareholder

  • November 20, 2025
  • 2:00 PM - 3:00 PM
  • Live Online Event - Recording Available

Registration

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The presentation will focus on the following topics: (i) right of first refusal and buy-sells; (ii) discount on sale price between non-arm’s length parties; (iii) repurchase vs sale among shareholders; (iv) insurance proceeds and capital dividend account; and (v) use of a family constitution.


Julian Franch, B.A., M.B.A., J.D.

Tax Partner at Cassels Brock & Blackwell LLP

Julian partner of the Tax & Trusts Group at Cassels. My practice focuses on personal and corporate tax planning for privately-owned Canadian corporations, and I specialize in business succession. I also advise private businesses and entrepreneurs as they navigate the life cycle of their business organizations by presenting planning for both pre and post liquidity events. With my tax and estate planning experience, I take a holistic approach to planning and work collaboratively with other professionals who work closely with my clients (i.e., accountants and financial/insurance advisors). My recent tax publications include a two-part series of articles on succession planning published by Wolters Kluwer and an article on the effective use of shareholders’ agreements for business succession as part my presentation at the Canadian Tax Foundation 2024 Ontario Tax Conference.

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Registration $35 - Recording Available - $55 with CE Certificate

No charge for Estate Planning Council of Canada Members

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

Membership Information

About EPCC

We promote cross-education, referrals and connection for the broad spectrum of Estate Planning and Estate Administration Professionals and foster a collaborative approach to all planning and share best practices.

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