This half-day course presented by a commercial litigator who specializes in shareholder disputes will not only focus on the tax issues that must be considered when structuring shareholders’ agreements, but will also review and explain the key provisions that such agreements should contain. Topics to be addressed will include:
· The importance of having a shareholders’ agreement
· Tax traps to avoid when structuring agreements
· A review of the key business, financial and buy-out provisions
· Valuation issues
· Inter Vivos Buy-outs
· Tax effective Buy-outs on Death
· The interplay of shareholders’ agreements and Wills
The content of this course will be of interest to professionals including accountants, lawyers and financial advisors who frequently advise on these types of agreements. This is of particular importance as shareholders’ agreements form an integral part of business succession and estate planning, which is an area of increasing interest as our population ages.
Andrew Winton LL.B.
Andrew Winton is a partner at Lax O’Sullivan Lisus Gottlieb LLP, one of Canada’s leading commercial litigation firms. Andrew’s practice includes employment law, insolvency and restructuring, corporate governance, shareholder and oppression remedy disputes, and contract litigation. Andrew is experienced counsel in arbitrations of business disputes and appears regularly before the Ontario courts, including the Toronto Commercial List and the Court of Appeal.View Full Profile