Important Considerations When Dealing with Corporations & Estates After Death | CPDonline.ca

Important Considerations When Dealing with Corporations and Estates After Death

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Credits
Substantive: 0.5
40 minutes
Published
2026
Presenter(s)
Jessica Houle
Source
County of Carleton Law Association (CCLA)
Provider
CPDOnline.ca
Language
English
Length
40 minutes
Price
$139.00 plus tax
32nd East Region Solicitors Conference

Important Considerations When Dealing with Corporations and Estates After Death examines estate planning and administration issues that arise when a will maker owns private company shares. The presentation highlights the importance of understanding the corporation, aligning wills with shareholder agreements and corporate plans, giving executors sufficient powers to manage, reorganize, continue, wind up, or distribute corporate interests, and addressing tax planning issues involving corporate wind ups, charitable gifts, donation tax loops, and capital dividend planning. It offers practical guidance on executor decision-making, beneficiary communication, ongoing will reviews, powers of attorney, and drafting flexibility to preserve value and reduce administration risk after death.

Presenters

Jessica Houle

Jessica Houle, LL.L., J.D., is a Wills and Estates lawyer fluent in both French and English. With a passion for providing tailored legal solutions, Jessica Houle has built a distinguished career in the field, marked by a strong commitment to client satisfaction and access to legal services. She began her legal career at the largest francophone firm in the Ottawa region, quickly rising to become a practice leader in the Wills and Estates group. In 2019, Jessica Houle ventured into entrepreneurship, founding JH Legal Services, a boutique firm specializing exclusively in will planning and estate administration. She also serves as the head of the Wills and Estates department at Pryor Tax Law, further expanding her expertise and offerings to a broader clientele. By offering personalized solutions and avoiding a “one-size-fits-all” approach, she ensures that each client receives the attention and guidance they deserve. Committed to staying at the forefront of her field, Jessica Houle actively engages with the legal community, participating in regular continuing education and conferences to remain up to date on the latest practices, in both French and English.