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…)