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Matrimonial agreements within a shareholder agreement

Recently, we were working with a group of tax and estate advisors executing an estate freeze of an Opco, together with the creation of a Family Trust (the “Trust”) to hold new Opco shares.  When considering the terms of the Shareholders Agreement, the question was raised:

In addition to asking direct Opco shareholders, what if we asked the beneficiaries, trustee and protector of the Trust to sign a prenuptial, marriage or cohabitation agreement?

Imagine the reactions.  Read on… (more…)

February 22, 2016 0

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