Welcome and Introduction by PBLI


Chair's Welcome and Introduction


Chris Ireland

PPI Advisory



Tax and Legal Update: Key Developments Impacting the Family Business


Bill S. Maclagan, Q.C.

Blake, Cassels & Graydon LLP


Matthew Weaver

Blake, Cassels & Graydon LLP


  • COVID-driven economics aids and initiatives for small business
  • Canada Revenue Agency pronouncements
  • Income Tax Act amendments
  • Recent decisions



Questions and Discussion


Morning Break


Employment Law Considerations: Managing Your Workforce


Eleni Kassaris

Dentons Canada LLP


  • Downsizing your workforce: what you need to know
  • Temporary layoffs
  • Employer health and safety obligations
  • Monitoring remote employees
  • Privacy considerations



Questions and Discussion


Trust and Estate Planning and Related Tax Planning


David R. Baxter

Thorsteinssons LLP


Ian Humphries

Thorsteinssons LLP


  • Planning considerations in a bear market
  • Two-step freezes, wasting freezes, stock dividend freezes and refreezes
  • Trust ownership structures and planning strategies
  • Reversing a freeze
  • New trust reporting rules



Questions and Discussion


Lunch Break


US Tax and Estate Issues


Benita Loughlin



  • US Estate, Gift and Generation Skipping Transfer Tax
  • US anti-deferral rules
  • US beneficiaries of Canadian trusts
  • Cross-border estate freezes
  • Post-mortem planning with US taxpayers
  • Filing and reporting requirements



Questions and Discussion


Afternoon Break


Challenging Relationships in Challenging Times: Family Law Considerations

Scott L. Booth

Jenkins Marzban Logan LLP


  • Implications of marital breakdowns
  • "Custody battles" for the business
  • Options for division: buyout, share transfer/redemption, sale, co-ownership etc.
  • Do you need a marriage agreement?


   3:40 Questions and Discussion
   3:50 Managing Family Dynamics in a Business Transition

Paul Attia

Your Family Enterprise


  • Identifying and managing the dynamics at play during the transition of a family business
  • Recognizing and understanding what the family business represents - much more than money, it is an identity, a legacy of the past, and an opportunity for the future
  • Each member of the family will have a different version of the future
  • Dealing with transition, change, and succession is much more than financial; it's emotional too


   4:35 Questions and Discussion
   4:45 Chair's Closing Remarks - Program Concludes