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Family Business: Providing Tax-Free Succession

Family Business: Providing Tax-Free Succession

  • October 16, 2014
  • David Hawkes
  • Blog, Family Business, Trusts
  • 0 Comments

FAMILY BUSINESS: CASE NUMBER TWELVE: THE GILBERT FAMILY A Practical Method to Provide Tax-Free Succession to the Younger Generation Jacques and Blanche Gilbert had spent their entire lives raising their five sons in Sherbrooke, Quebec. The Gilbert Family were logging…

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Business Planning Tools: An Intentionally Defective Trust

Business Planning Tools: An Intentionally Defective Trust

  • August 31, 2014
  • David Hawkes
  • Blog, Business Real Estate, Trusts
  • 0 Comments

FAMILY BUSINESS: OPPORTUNITIES AND PROBLEMS Case Three: The Norton Family Family Business Planning Tools of an Intentionally Defective Trust and Practical Ideas for the Acquisition of Business Real Estate. Tom Norton was already a very successful business consultant to the…

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*NOTICE – The stories on this website are mostly based upon real situations, but names and places have been changed for privacy.

This website and the stories and techniques described herein are not meant to provide tax, legal or consulting advice. Any reader should consult their professional advisors for assistance with their own particular situations. In some circumstances, The Wizard may be available to help if contacted or to provide a reference to a qualified advisor.