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Login to watch this video if you have a subscription. Learn more about subscriptions.The presentation explores legal, tax, and planning strategies for managing multi-generational family ownership, emphasizing the importance of clear documentation, proactive estate planning, and effective use of trusts. It addresses common challenges such as sibling disputes, blended families, and succession of shared assets like cottages or family businesses. The speakers offer practical guidance on tools including alter ego and joint spousal trusts, mutual wills, and conflict-resolution mechanisms, all aimed at preserving wealth and reducing litigation risks.
Douglas Buchmayer is a partner in the Ottawa office of Gowling WLG, whose practice concentrates primarily in the areas of estate planning, estate litigation and estate administration. Douglas has chaired and spoken at various continuing legal education seminars over the years and has appeared on radio and television to discuss estate planning issues. A past Bar Admission Course instructor at the Law Society of Upper Canada for the Estate Practice section and current Solicitor Examination Tutor, Douglas has also lectured in the area of estate administration at the University of Ottawa for law clerks and lectured at the Faculty of Law, University of Ottawa, in trust law. Douglas is the general counsel for the Nunavut Trust, a past president of the Ottawa Estate Planning Council, and is a member of the Society of Trust and Estate Practitioners (S.T.E.P.). Douglas is a member of the East Region Solicitors Conference Planning Committee.
Ian is a lecturer at the Ontario Bar Admission course and guest lecturer for the Canadian Bar Association and the Law Society of Upper Canada. He is also the author of four books on estate law issues – including the seminal Probate Practice, now in its fourth edition – and numerous articles.
Ian has an LL.B. from the University of Windsor and an Honours B.A. from the University of Western Ontario. He was called to the bar in 1990. He is a certified specialist in estate and trust law and civil litigation, a fellow of the American College of Trust and Estate Counsel and a member of the Society of Trust and Estate Practitioners. He was chosen by LawDay as one of the top 60 estate and trust lawyers for 2009 and 2010.
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