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X-WR-CALDESC:Events for Family Enterprise Canada Events
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DTSTART;TZID=America/Toronto:20260311T130000
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SUMMARY:Trusts Don’t Break Families\, Mismanagement Does
DESCRIPTION:Open to All Members \nMany families approach trusts with uncertainty\, and often for good reason. Misunderstandings\, poor governance and misguided advice can quickly turn what should be a powerful planning tool into a source of strain. In this Community Call featuring Michael Goldberg\, Partner at Aird & Berlis Tax and Estates & Trusts Groups\, we’ll demystify the fundamentals of trusts\, explore their practical uses and highlight key tax considerations that every family enterprise should understand. \nWe’ll also look at real-world “horror stories” that illustrate how mismanagement-not trusts themselves-can create conflict. Join us for a clear\, grounded discussion on how thoughtful structure and proper guidance can help families use trusts effectively and avoid costly mistakes. \n\n	Event Details\n	\n\n	When\n	\n	Wednesday\, March 11\, 20261:00 PM - 2:15 PM EDT () \n\n	Who Can Attend\n	\n	This event is open to all FEC Members. \n\n	Where\n	\n	Online via Zoom.\nThe session link will be emailed to registrants prior to the event.\n\n	Cost\n	\n	Included with your FEC Membership. \n\n	Contact\n	\n	For help with your registration\,\nemail events@familyenterprise.ca.\n	   Register now\n\n	Presenter\n	\n														\n\n	Michael A. Goldberg\, TEP\, FEAPartner\, Aird & Berlis Tax and Estates & Trusts Groups\n	\n	Michael is a partner in the Aird & Berlis Tax and Estates & Trusts Groups. He advises privately-owned Canadian corporations on domestic and international tax planning\, including in connection with corporate reorganizations and restructurings. Michael leverages his tax and estate planning expertise to develop strategies for clients\, such as high-net-worth individuals\, on wealth transfer\, probate planning\, business succession\, and multi-generational estate and succession planning. He also provides advice on cross-border tax planning\, including on tax-efficient emigration and immigration matters. \nMichael goes to great lengths for his clients and is dedicated to nurturing strong relationships. As evidence of his commitment to being a trusted advisor in his field\, Michael holds the Family Enterprise Advisor (FEA) designation. \nMichael is recognized for his expertise in both The Canadian Legal Lexpert Directory and The Best Lawyers in Canada. He is highly regarded as a thought leader in the tax industry for his prolific writing and dynamic public speaking. Michael frequently publishes works in notable tax publications and speaks to associations and industry groups about succession planning and relevant tax issues. He also hosts a quarterly conference call\, Tax Talk with Michael Goldberg\, to advise professionals serving high-net-worth clients on notable\, real-life tax situations. \nLearn more about Michael and the Aird & Berlis Tax and Estates & Trusts Groups at AirdBerlis.com.
URL:https://events.familyenterprise.ca/event/community-event-mar11/
CATEGORIES:All members,Community Call,Family,FEA,NextGen,P.A.G,Progressive Experience
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