Business and Estate Strategies
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Business Planning > Business

Business Planning

Concepts/Strategies

• Succession Planning
• Key Person Planning
• Corporate Share Redemption
• Collateral Insurance
• Utilization of the Capital Dividend Account
• Creditor Protection

Business Planning Tools:

• The Use of Holding Companies
• Shareholder Agreements
• Buy-Sell Agreements (A Business Will)
• Key Person Planning
• Collateral Insurance Planning
• Business Succession Planning
• Executive Pension Plans (IPP)
• Retirement Compensation Plans (RCA)
• Deferred Compensation Plans
• Corporate Owned Life Insurance
• Leveraged Buy-Outs
• Corporate Disability
• Corporate Critical Illness Plans
• Funding Arrangements
• Health and Welfare Trusts
• Private Health Services Plan

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