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 is a partner of the Tax & Trusts Group at Cassels. His practice focuses on personal and corporate tax planning for privately-owned Canadian corporations, and business succession. He advises private businesses and entrepreneurs as they navigate the life cycle of their business organizations by presenting planning for both pre and post liquidity events.

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