JOHN ALLEN has a general practice, with a focus on business law and estate planning. John became a lawyer in 1991. He clerked with the Ontario Superior Court and joined Allen & Allen in 1992. John co-authored the Estate Planning Handbook with William Allen and the new 4th edition with Brian Quinlan, recently published by Carswell http://www.carswell.com/product-detail/estate-planning-handbook-4th-edition/
John has a B.A., B.Sc., LL.B., LL.M., and is completing his PhD in law at Osgoode Hall.
BRIAN QUINLAN is a partner at Campbell Lawless Professional Corporation.
His practice focuses on the income tax and estate planning issues of owner-managed businesses and their families. Brian co-authored the 4th Edition of the Estate Planning Handbook with John Allen, published by Carswell.
Agenda:
1. The Business Life Cycle – Estate planning for a family business should match its life-cycle.
2. Planning for the Beginning Years – What ownership structure and what are the consequences of each?
3. Planning for the Middle Years – How to finance growth? How does that affect family ownership?
4. The Later Years – What is the succession plan?
Professionalism elements:
1. Who is the client? Single owner, the family, or the business/corporate entity?
2. What conflicts of interest arise?
3. Other hazards that arise when advising in the family context
This program has been accredited by the Law Society of Upper Canada for 0.5 Professionalism Hours. This program is also eligible for up to 1.0 Substantive Hours.
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