Wealth Preservation and Succession for the Family Enterprise 2026
Course Date: May 14, 2026
Total: 5h 6min
Total Ethics: 1h
Wealth Preservation and Succession for the Family Enterprise 2026
Course Date: May 14, 2026
Total: 5h 6min
Total Ethics: 1h
Course Introduction and Land Acknowledgement (9:00 – 9:10)
Nadia Myerthall — Program Lawyer, CLEBC, Vancouver
Cheyenne J.H. Reese — Legacy Tax + Trust Lawyers, Vancouver
Cheyenne J.H. Reese — Legacy Tax + Trust Lawyers, Vancouver
Estate Planning Tools and Techniques (9:10 – 10:15)
- wills and multiple wills
- other estate planning tools
- alter ego/joint partner trusts
- other inter vivos trust planning
- planning for incapacity
Tamara Wong — Borden Ladner Gervais LLP, Vancouver
Tax Planning for Family Succession—Freezes, Trusts, and Traps (10:15 – 11:20)
- why plan (not just to pay the lawyer)
- freezes for inter-generational planning
- family trusts in the freeze context and 21-year deemed disposition planning
- real estate taxes and disclosure requirements
- potpourri of practice tips and traps: compliance, integration with other planning, and health checks
Cody Kessler — Legacy Tax + Trust Lawyers, Vancouver
BREAK (11:20 – 11:35)
Joint Tenancies (11:35 – 12:35)
- how to create a joint tenancy
- benefits of joint tenancies
- filing considerations affecting joint tenancies (including real property and trusts, such as bare trusts)
- risks and traps of joint tenancies: overcoming unexpected outcomes
Ingrid M. Tsui — Alexander Holburn Beaudin + Lang LLP, Vancouver
NETWORKING LUNCH (provided to in-person registrants) (12:35 – 1:35)
Navigating Estate Planning Conversations with Your Family Enterprise Clients (1:35 – 2:35)
- understanding the family enterprise context, with an overview of current trends and challenges shaping the sector and their implications for estate and succession planning
- surfacing the family's underlying governance goals, values, and concerns that may not be explicitly stated
- strategic advice and practical tools for leading effective conversations that are often challenging, emotional, or complex
- the importance of a multi-disciplinary approach, and how collaborating with other advisors helps clients see the full picture of legal, financial, tax, and family considerations in their estate planning
Deena Chochinov — Director, Family Office, KPMG, Vancouver
BREAK (2:35 – 2:50)
The Intersection Between Family Law and Family Enterprise Wealth Preservation (2:50 – 3:55)
- the breakdown of spousal relationships and the resultant challenges for the family enterprise
- corporate interests
- trust interests
- using domestic agreements to protect the family enterprise
- shareholders agreements as a means of managing risk
Amanda N. Winters — Scion Law LLP, Vancouver
Concluding Remarks (3:55 – 4:00)
Cheyenne J.H. Reese — Legacy Tax + Trust Lawyers, Vancouver
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Slides: Estate Planning Tools and Techniques
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Paper: Tax Planning for Family Succession
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