The Family Vacation Property: Wills & Estates, Tax, & Family Law Considerations | CPDonline.ca

The Family Vacation Property: Wills and Estates, Tax, and Family Law Considerations

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Credits
Substantive: 0.75
50 minutes
Published
2025
Presenter(s)
Chantal Cattermole
Virgil Hlus
Source
Estate Planning Council of Canada
Provider
CPDOnline.ca
Language
English
Length
50 minutes
Price
$209.00 plus tax
Includes Handouts

Fun, Sun and a Cabin or Condo.  What could go wrong? Delve into the complexities of Estate and Family Planning for Vacation Properties.

The presentation will provide invaluable insights on:

• Tax implications: Understand capital gains and probate tax laws.

• Ownership structures: Explore personal, corporate, and trust ownership.

• Cross-border ownership: Navigate US property ownership challenges.

• Family dynamics: Consider shared ownership impact on relationships.

• Succession planning: Protect an heir’s inheritance after they marry.

Presenters

Chantal Cattermole

As co-chair of Cozen O’Connor’s Canadian Family Practice Group, Chantal masterfully balances financial acumen with empathetic leadership. Her active industry involvement, coupled with a strategic mindset, empowers clients to make informed decisions that protect assets, preserve relationships, and ensure a secure future. Whether architecting intricate estate plans or resolving contentious family disputes, her unwavering commitment to excellence ensures exceptional client outcomes

Virgil Hlus

Virgil is the chair of Cozen O’Connor’s Canada / US Cross Border Practice Group and a member of the Canadian Family Practice Group.  Virgil is a trusted business advisor and advocate for his corporate and family office clients. His clients appreciate his commitment to giving sensible, commercial solutions to the challenges that arise at all stages of complex business transactions, estate plans and family planning and disputes. His strong network enables him to connect clients with opportunities and make strategic introductions.