Cottage Succession

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

Get 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

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2013 Seminar Series

Coboconk - June 8th, 12-2pm - Coboconk Community Centre

Magnetawan - July 20th, 10-12pm - Magnetawan Community Centre

Renfrew Area - Aug 10, 10-12pm - location to be determined

*check back often for info on additional seminar dates and locations.

Contact the FOCA office to sign up today, free entry for FOCA members!

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About the Feature Speaker: Peter Lillico, Estate Planning Lawyer 

“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

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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:

• Gravenhurst - event sponsored by cottagesuccession.ca
  
• Golden Lake, Renfrew County
• Bancroft - event sponsored by cottagesuccession.ca
• Round Lake, Havelock area
• Toronto - event sponsored by Lester Wealth Management Group

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

Nov.22, 2012 - Cottage Succession Seminar- The 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: