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Members of the Minden Gross Tax and Estates group attended the 2018 STEP National Conference

May 29, 2018

Members of the Minden Gross Tax and Estates group attended the 2018 STEP National Conference. The conference took place in Toronto from May 28-29, 2018 at the Metro Toronto Convention Centre. 

Joan JungMichael GoldbergSamantha Prasad, and Eric Hoffstein were in attendance as part of the 2018 STEP National Conference. Eric Hoffstein was on the 2018 program planning committee and he moderated a panel on May 28, 2018. 

07 | Administering and Accounting for Private Companies in Trusts and Estates

Moderator/Speaker: Eric Hoffstein, LLB, TEP, Toronto: Minden Gross LLP

Increasingly, private companies form part of our clients’ estates. These companies provide unique challenges for professional advisers who help clients plan for the succession of their corporate interests. The panel addresses questions such as who should serve as both a corporate director/officer and a trustee, how is it possible to deal with conflicts between the corporate duties and the fiduciary obligations of trustees, what are the options for removing cash from a company and redeeming shares, and how can beneficiaries’ rights to information about the company best be managed. This panel is of particular interest to professionals who engage in planning with clients who own a family business.

Rosanne Rocchi, LLB, TEP, Toronto: Miller Thomson LLP

Fiona Hunter, LLB, TEP, Victoria: Horne Coupar LLP

07 | Administering and Accounting for Private Companies in Trusts and Estates

Moderator/Speaker: Eric Hoffstein, LLB, TEP, Toronto: Minden Gross LLP

Increasingly, private companies form part of our clients’ estates. These companies provide unique challenges for professional advisers who help clients plan for the succession of their corporate interests. The panel addresses questions such as who should serve as both a corporate director/officer and a trustee, how is it possible to deal with conflicts between the corporate duties and the fiduciary obligations of trustees, what are the options for removing cash from a company and redeeming shares, and how can beneficiaries’ rights to information about the company best be managed. This panel is of particular interest to professionals who engage in planning with clients who own a family business.

Rosanne Rocchi, LLB, TEP, Toronto: Miller Thomson LLP

Fiona Hunter, LLB, TEP, Victoria: Horne Coupar LLP

07 | Administering and Accounting for Private Companies in Trusts and Estates

Moderator/Speaker: Eric Hoffstein, LLB, TEP, Toronto: Minden Gross LLP

Increasingly, private companies form part of our clients’ estates. These companies provide unique challenges for professional advisers who help clients plan for the succession of their corporate interests. The panel addresses questions such as who should serve as both a corporate director/officer and a trustee, how is it possible to deal with conflicts between the corporate duties and the fiduciary obligations of trustees, what are the options for removing cash from a company and redeeming shares, and how can beneficiaries’ rights to information about the company best be managed. This panel is of particular interest to professionals who engage in planning with clients who own a family business.

Rosanne Rocchi, LLB, TEP, Toronto: Miller Thomson LLP

Fiona Hunter, LLB, TEP, Victoria: Horne Coupar LLP

07 | Administering and Accounting for Private Companies in Trusts and Estates

Moderator/Speaker: Eric Hoffstein, LLB, TEP, Toronto: Minden Gross LLP

Increasingly, private companies form part of our clients’ estates. These companies provide unique challenges for professional advisers who help clients plan for the succession of their corporate interests. The panel addresses questions such as who should serve as both a corporate director/officer and a trustee, how is it possible to deal with conflicts between the corporate duties and the fiduciary obligations of trustees, what are the options for removing cash from a company and redeeming shares, and how can beneficiaries’ rights to information about the company best be managed. This panel is of particular interest to professionals who engage in planning with clients who own a family business.

Rosanne Rocchi, LLB, TEP, Toronto: Miller Thomson LLP

Fiona Hunter, LLB, TEP, Victoria: Horne Coupar LLP

07 | Administering and Accounting for Private Companies in Trusts and Estates

Moderator/Speaker: Eric Hoffstein, LLB, TEP, Toronto: Minden Gross LLP

Increasingly, private companies form part of our clients’ estates. These companies provide unique challenges for professional advisers who help clients plan for the succession of their corporate interests. The panel addresses questions such as who should serve as both a corporate director/officer and a trustee, how is it possible to deal with conflicts between the corporate duties and the fiduciary obligations of trustees, what are the options for removing cash from a company and redeeming shares, and how can beneficiaries’ rights to information about the company best be managed. This panel is of particular interest to professionals who engage in planning with clients who own a family business.

Rosanne Rocchi, LLB, TEP, Toronto: Miller Thomson LLP

Fiona Hunter, LLB, TEP, Victoria: Horne Coupar LLP

07 | Administering and Accounting for Private Companies in Trusts and Estates

Moderator/Speaker: Eric Hoffstein, LLB, TEP, Toronto: Minden Gross LLP

Increasingly, private companies form part of our clients’ estates. These companies provide unique challenges for professional advisers who help clients plan for the succession of their corporate interests. The panel addresses questions such as who should serve as both a corporate director/officer and a trustee, how is it possible to deal with conflicts between the corporate duties and the fiduciary obligations of trustees, what are the options for removing cash from a company and redeeming shares, and how can beneficiaries’ rights to information about the company best be managed. This panel is of particular interest to professionals who engage in planning with clients who own a family business.

Rosanne Rocchi, LLB, TEP, Toronto: Miller Thomson LLP

Fiona Hunter, LLB, TEP, Victoria: Horne Coupar LLP

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