Archive for the ‘Business Succession Planning’ Category

More on Graduated Rate Estates

Monday, November 16th, 2015

At a recent conference of the Society of Trust and Estate Practitioners, the Canada Revenue Agency (“CRA”) was asked to respond to certain questions regarding Graduated Rate Estates (GRE’s), in particular around the actual definition of a GRE and its application to a situation where the deceased has more than ...

Protecting Your Business Legacy

Wednesday, August 31st, 2011

There were two interesting articles recently in Canadian Capital magazine regarding business succession planning: “Third Generation Jinx” and “5 Tips to Protect your Legacy”. The Third Generation Jinx article states that if you take 100 new Canadian businesses irrespective of what part of the country the business is located, what sector ...