Authors: Sam Amelio QC & Jason M. Stephan

This paper provides an analysis of the factors that a solicitor must consider when advising a client on business succession planning. It examines the solicitor’s role in identifying goals & objectives, identifying issues and extenuating circumstances, and choosing a business succession team.

This paper is part of a collection presented at LESA’s 2022 Refresher: Wills and Estates program in Banff on April 29-May 2, 2022.