Let's Talk About Death of a Business Owner | CPDonline.ca

Let's Talk About Death of a Business Owner

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Credits
Substantive: 1.0
1 hour
Published
2023
Presenter(s)
Zuzanna Chociej
Karen Cunningham
Andreea Muth
Source
Peel Law Association
Provider
CPDOnline.ca
Language
English
Length
1 hour
Price
$279.00 plus tax
Includes Handouts

Nobody likes to think about death, but business owners need to actually plan for death. Watch this discussion on the importance of succession planning for business owners, whether they are sole proprietors, partnerships or corporations.

This session discusses:

  • Plans, wills, assets and accounts

  • Business accounts

  • Privately-held corporations

  • What happens to a business after the owner dies?

  • What happens to shareholders?

  • How to protect loved ones

  • The digital afterlife of a business owner

Presenters

Zuzanna Chociej

Zuzanna Chociej is an accomplished open source investigator with a passion for information security and open source analysis. With a deep understanding of technology and a keen eye for detail, she specializes in gathering, analyzing, and

interpreting open source intelligence (OSINT) to provide valuable context and insight for informed risk mitigation. With over a decade of experience, Zuzanna has worked in an intelligence and research capacity for various government

and private sector organizations. Zuzanna communicates her findings through a systems-oriented perspective, which you will find reflected in her cyber threat and OSINT work at MNP. Her increasing proficiency with penetration testing, red teaming and vulnerability assessment further add to the insightfulness of her intelligence products.

Karen Cunningham

Andreea Muth

Andreea Muth has a general corporate and commercial law practice, with a focus on business owner estate planning. She advises business owners and private corporations on the structure and implementation of corporate reorganizations,

mergers and acquisitions, as well as comprehensive business succession planning. This includes will and estate planning, and the use of family trusts. Combining her unique blend of corporate/commercial law and estate planning experience, Andreea sets up structures that are tailored to each client’s specific estate and business needs. Clients also appreciate her ability to explain complex issues in

everyday terms. With foresight and expertise, she helps clients looking to sell or exit their businesses plan the departure, including strategies for using family trusts and estate freezes. Keeping their family goals in mind, Andreea helps clients understand the implications of maintaining their children and grandchildren in their business and provides options on how each family member can contribute meaningfully. In addition, she advises her clients on general corporate and commercial matters like business structuring, including sole proprietorships, partnerships and incorporations, general contract drafting and negotiation, and overall management of asset and share purchases and sales. Andreea believes in the importance of continual learning, both for herself and other lawyers. As CPD Liaison for the Ontario Bar Association Business Law section, she organizes continued professional development for Ontario business lawyers. She is also the newsletter coordinator for the Toronto branch of STEP, helping to bring relevant trust and estate planning content to over 1,000 practitioners in the GTA.