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News & Events

Matthew Getzler speaks on "Business Succession Part 1: Effectively Using Shareholder Agreements for Estate Planning Purposes" for OBA's Institute Series

Feb 04, 2021

Image: Matthew Getzler - Tax and Wills and Estates lawyer

Tax and Wills and Estates lawyer Matthew Getzler spoke on "Business Succession Part 1: Effectively Using Shareholder Agreements for Estate Planning Purposes" on February 3, 2021, as part of the Ontario Bar Association's Institute Series and its Serving the Family: Critical Insights on Issues Impacting Families in Corporate, Estates and Family Law virtual conference. Matthew presented alongside Errol Tenenbaum of Robins Appleby LLP.

The web series covered:

  • Shareholders agreements and how they can be a vital element of business succession and estate planning for small businesses
  • Key advice for drafting shareholders agreements that align with the estate plan
  • How to guarantee income from a testamentary trust to ensure a minimum income threshold
  • Important considerations in gifting shares to family members
  • Why family members need a shareholders agreement