Shareholders’ Agreements: Key Considerations to Structuring an Agreement

 

Wednesday, October 19th

 

7:30 breakfast

8:00 Presentation

Shareholders’ agreements, including the buy-sell provision in the event of death, disability and other triggering events, continue to be an important tool to help its shareholders through difficult times. Other key components to this planning include effective tax planning strategies and funding considerations.

Join us for breakfast and learn: 

  • Common pitfalls to avoid in preparing shareholders agreements 
  • Why CDA is a critical point in a shareholder’s agreement 
  • Effective tax planning strategies to protect your clients’ interests 

You’ll hear from our speakers from DLA Piper and ZLC Financial on the key concepts, and we’ll end the morning with a panel discussion on some case studies that provides a better understanding of its functionality and successes.

We’ll follow with a Q&A. If you have any questions in advance that you’d like us to cover, email us at info@zlc.net 

Aeronn Zlotnik (Moderator)
Financial Associate, ZLC Financial 

As a Financial Advisor, Aeronn works with Business Owners and Entrepreneurs looking after all aspects of their financial affairs, both on the accumulation and protection side of the equation. Really listening to clients to understand their financial concerns and personal aspirations, and helping individuals, affluent families, and successful business owners achieve financial security has been Aeronn’s passion for the past 20 years. 

SPEAKERS:

Antony Cortese
Associate, DLA Piper

Antony is a corporate and commercial lawyer at DLA Piper (Canada) LLP, a full service business law firm. His practice is primarily focused on the purchase and sale of business transactions, corporate governance, and commercial matters. He acts for clients across a broad range of industries, including forestry, energy, construction, technology, food services, and insurance.

 

Farzin Remtulla
Financial Associate, ZLC Financial

Farzin brings to ZLC his wealth of knowledge in the areas of estate planning and business succession. This knowledge, along with his years of tax planning experience, enable Farzin to understand the investment objectives and life insurance needs of clients and implement financial planning strategies in a tax efficient manner. 

EVENT LOCATION

The event will be held at the Terminal City Club, Wilson M, Beck Room (2nd Floor). The building is located at 837 West Hastings St. The parkade is located on Cordova Street, closest to Howe.  

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