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.
No charge for Estate Planning Council of Canada Members
Guests are welcome - this event is for Professional Advisors only.
You can forward this link to Colleagues: https://www.epc-canada.org/event-5263507
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