Programs - Cottage Succession

Cottage Succession

FOCA's popular Cottage Succession Seminar Series encourages everyone to consider how they plan to "Keep the 'Family' in the Family Cottage."

Cottage Succession 2012Get valuable information about:

  • why to start the conversation NOW
  • paying the Capital Gains Tax
  • managing responsibilities and expenses to keep the cottage going once the next generation is in place

2013 Cottage Succession Seminar Series

2013 events were held in:

Coboconk, Magnetewan, Eganville and Port Severn

These events were free to FOCA members and $10 at the door for non-members.

Find out how to arrange a session near you, by clicking the "Application" at the left.


About the Feature Speaker: Peter Lillico, Estate Planning Lawyer 

Cloyne_Cottage_Succession_Peter_speaking_June_2011_WEBRES“My goal is to provide you with a professionally prepared Cottage Succession Plan, driven by your family’s unique needs and dynamics, developed with meaningful input from family members, and guided by legal, tax and financial expertise to safeguard a successful succession, to ensure the unique benefits of cottage life which we all cherish are available for your children and grandchildren, and to provide you with confidence and peace of mind.”

Peter:

  • Has practiced law for over 30 years, with a special interest in estate and cottage planning
  • Has written cottage-related articles for Cottage Life, Good Times magazine and Peterborough This Week newspaper
  • Is a quoted resource on cottage issues in the Globe & Mail, National Post, Financial Post, and Readers’ Digest.
Contact Peter at: Lillico Bazuk Kent Galloway Barristers & Solicitors
phone 705-743-3577 email plillico@lbkglaw.com

Recap of the 2012 Series:

This was the 3rd successful year of this "FOCA-on-the-road" series. We brought the Cottage Succession seminar to:

Thank you to our local associations who helped us co-host at these venues.

Nov.22, 2012 - Cottage Succession Seminar- Cottage Succession Toronto Nov2012The venue for the final edition of the 2012 FOCA Series, "Keeping the 'Family' in the Family Cottage," was a fireside chat at the RBC offices of financial planner Steve Lester. Attendees got tips from Lester and lawyer Peter Lillico about the importance of planning NOW. This free event was sponsored by the Lester Wealth Management Group.

Click the image below to hear more about the series:


Cottage Succession

Interested in having a session near you?

Could you help to bring together a group of at least 60 people in your area? Click below for a form to complete and return to the FOCA office by fax or email:

Application for a FOCA Cottage Succession Event

return by email: info@foca.on.ca

or fax: 705-749-6522


Downloads and related links:

August 4 2013- Peter Lillico, Estate Planning Lawyer, talks about Cottage Succession on CBC's Fresh Air. Listen here.....

July 10, 2012 – Community Press article about FOCA's Cottage Succession seminar series: “Canadian Cottage Ownership: The True North Strong and (Capital Gains-) Free?” Click to read...


FOCA Cottage Succession Fact Sheet

Canada Revenue Agency - Capital Gains on Real Estate

The Ecological Gifts Program;  A legacy for tomorrow...a tax break today


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