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Estate Planning Council of CANADA

The Estate Freeze - Pitfalls, Thoughts & Opportunities

  • August 23, 2023
  • 2:00 PM - 3:00 PM (EDT)
  • Virtual


Registration is closed

True - An estate freeze may be undertaken for succession planning purposes.

False – It solves all family conflicts

Maybe – It can create retirement income, but is it needed?

When it comes to implementing an estate freeze, exploring the pitfalls is not easy. What should you consider as a practitioner once an estate freeze in place for the family?

Are there missed opportunities to drive more tax efficiency after the estate freeze? 

Jos Herman, CPA, CA, CFP, CLU, TEP will outline what matters before and after an estate freeze – and why you should care.

As the Director of Financial Planning & Analysis at Resources & Solutions Professional Corporation, Jos provides private business solutions focusing on tax concepts, tax efficient investment and insurance strategies, asset protection and philanthropy.


Registration $30

No charge for Estate Planning Council of Canada Members

Guests are welcome - this event is for Professional Advisors only.

Membership Information

You can forward this link to Colleagues: https://www.epc-canada.org/event-5263507

About EPCC

We promote cross-education, referrals and connection for the broad spectrum of Estate Planning and Estate Administration Professionals and foster a collaborative approach to all planning and share best practices.

We link and support Estate Planners across Canada and represent a global community online.

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