How do you ensure a smooth business transition while planning for the future? While you may not be thinking of selling or transitioning your business any time soon, succession planning should be top of mind today. By thinking of your business’ succession process early, you can optimize your business’ value while preparing for the unexpected and protecting your loved ones.
Led by Dentons Canada LLP, this webinar will provide you with insight into the importance of business succession planning at any stage of your business. Hear how estate freezes could be an essential strategy for owners/managers and for successfully transferring your business to the next generation. Further, as part of an overall succession plan, Keith and Erin will discuss how having a proper estate plan in place will ensure you, your family and your business are protected in case of an emergency.
Join us as we look ahead to the future and assess what should be addressed sooner rather than later!
Please confirm your attendance by Wednesday, June 24 @ 4 PM
We will be using Zoom meeting platform for the webinar. A link to join the meeting will be sent out to all registrants 12-24 hours prior to the webinar via email.
About the Presenters
Keith Hennel | Partner, Edmonton
Keith Hennel is a partner at Dentons and serves as chair of Dentons’ Edmonton Tax group. His flourishing practice focuses primarily on corporate reorganizations, succession planning and taxation, and his impressive client roster ranges from local owner-managed businesses and start-ups to large multinational organizations. Keith advises high net worth individuals in Alberta on all issues related to tax planning, succession planning and estate planning, and works closely with his clients on income tax, GST/HST and dispute resolution matters. In addition, Keith assists clients with mergers and acquisitions, typically advising on the sale or purchase of a business, and planning and implementing pre-closing restructuring transactions.
Erin Lafuente | Partner, Edmonton
Erin's primary practice focus is in the areas of wills, estates, incapacity and disability. She has extensive experience handling estate and guardianship and trusteeship litigation, including contested wills, capacity and dependency issues and actions relating to estate accounting. Erin provides practical advice considering the risks and benefits to her client at all stages of the litigation.
Additionally, Erin drafts estate planning documents including Wills, Powers of Attorney and Personal Directives and handles probate and estate administration matters, including complex and contested administration.