After decades of appreciation, many cottages now represent a significant portion of a family’s balance sheet. With that growth comes an increasingly important planning question: when a cottage should transfer to the next generation and how the resulting capital gains tax will be addressed.

We’re hosting a webinar on April 2 that explores this issue in detail, featuring Peter Lillico, one of Canada’s leading estate lawyers specializing in cottage succession planning and a long-standing advisor to the Federation of Ontario Cottagers’ Associations.

We’ll cover:

·     How timing decisions can materially impact capital gains tax

·     Strategic approaches to addressing the tax liability without disrupting broader financial plans

·     Where home equity can fit within a broader intergenerational wealth transfer strategy

Join us for Cottage Succession Planning: A Strategic Approach to Intergenerational Wealth Transfer.

Date: Thursday, April 2
Time: 3:00 PM ET

This webinar is accredited for 1 CE credit.

This is an important conversation for advisors helping clients think proactively about cottage succession and intergenerational wealth transfer.