Business Structuring, Succession, and Protecting Family Wealth

Location

Webinar


Date & Time

Start Date: 09/22/2026
Start Time: 1:30 p.m. ET
End Time: 2:30 p.m. ET

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Alexander Swabuk will present "Business Structuring, Succession, and Protecting Family Wealth" at Customplan Financial Advisors Inc.'s Ontario Professional Development Day. Alex will explore how legal and financial planning strategies can help protect family wealth and support successful succession planning. Using an anonymized family case study, the discussion will touch on corporations, trusts, shareholder agreements, family law considerations, and the benefits of coordinated insurance planning.


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Attorneys

Alexander J. Swabuk

Member

aswabuk@cozen.com

(778) 357-3289

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