This introductory session will examine what it means to become and maintain charitable status according to criteria set forth by common law and Canada Revenue Agency guidelines. The session will expose some of the common pitfalls in maintaining charitable status, examine legal obligations of being a registered charity and discuss strategies for avoiding problems down the road

Guest Speakers:

Jan Lederman

Ms. Lederman’s practice is concentrated in the area of corporate and commercial law with an emphasis on transactional work, including mergers and acquisitions, project development, venture capital, private equity investment transactions and public and private debt and equity financings. She has extensive experience in developing innovative development structures and strategically planning negotiations with multiple stakeholder groups. Jan also acts for co-operatives, non-profits and charities and teaches Charity Law at the University of Manitoba.

Leilani Kagan

Ms. Kagan's practice is focused on corporate and commercial transactions, including mergers, acquisitions and securities matters with a primary focus on owner-manager taxation issues, corporate reorganizations, estate planning, trusts and commodity tax issues. Ms. Kagan's practice includes charities and non-profit organizations.