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Shareholder Agreements: What You Didn’t Think You Needed to Know (Edmonton)
November 23, 2021 | 12:00 pm – 1:30 pm
Important Change
Individual registration through the attendee’s LESA.org account is now required for all LESA programs.
Program access (including access to e-materials) will be assigned to the LESA.org account used on registration. If you do not yet have an account, one will be created for you on checkout. This change will allow for easy access to e-materials and recording(s) (if available) through the attendee’s LESA.org account. If you have any questions, contact us at info@lesa.org.
About
Faculty
About
Please note: This program will be offered as an online program only. Please click here to register for the livestream program.
Date: November 23, 2021
Time: 12:00 PM – 1:30 PM
Price: $95 + GST
Explore the things you didn’t think you needed to know about shareholder agreements in this informative lunchtime program. For over 40 years, presenter Gary Clark has worked with some of Western Canada’s most successful business owners and is an industry recognized expert in the area of Shareholder Agreements.
Topics will include:
– Role of life insurance in shareholder agreements
– Life insurance clauses in shareholder agreements and how they interact with the Stop Loss Rules
– Considerations for capital gains exemption and the Insurance capital dividend account
– Avoiding unnecessary tax in life insured shareholder agreements
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*Please Note: Program formats and dates are subject to change depending on the COVID-19 situation at the time of a program running. We are committed to ensuring the health and safety of all attendees, volunteers, and staff (and their families) and will follow all provincial and local public health regulations. For more information, visit LESA.org/covid19
If multiple lawyers or staff members from your firm would like to attend this program, please contact info@lesa.org for pricing.
Faculty
Presenter:
Gary Clark, TEP, CLU, Clark Insurance Advisory
Is your firm sending multiple people to this program? Click here.
This program offers a 10% discount for firms or organizations who wish to purchase three or more individual tickets. To receive the discount, all lawyers and staff members must complete their registration using their individual LESA.org account and apply the coupon code GROUP10 on checkout. Firms or organizations that do not meet the minimum threshold of three registrations will be invoiced for the difference. This discount is applicable to individual tickets purchased by members of the same firm or organization for the same program, regardless of format.
What is the difference between Group Discount and Firm Broadcast?
| Group Discount | Firm Broadcast | |
|---|---|---|
| Applicable Products | Livestreams, webinars, and most in-person programs | Livestreams and webinars |
| Program Access | Individual access | Facilitator access only |
| Materials | Individual access with unlimited views of materials | Facilitator access only, for a limited time. Materials must be downloaded and distributed to the group by the facilitator |
| On-Demand Recording | Individual access with unlimited views of the on-demand recording | No access to the recording |
| Combined Discounts | Can be combined with role-based discounts for new lawyers and students | Cannot be combined with any other discounts |
| Viewing Location | For an online program, individuals can view the program in any location from their own device | Firm broadcasts must be viewed by all viewers in the same location |