Are you familiar with estate freezes but looking for a clearer understanding of how they work in practice? In this beginner-level seminar, noted trust and estate practitioner and CPA Jos Herman will outline the what, when, why and how of this important estate planning strategy – and why you should care. In basic terms and using simple fact scenarios, Jos will outline how estate freezes are used, when it’s appropriate to use an estate freeze, the different forms an estate freeze can take, and the challenges involved in planning and implementing an estate freeze. Finally, Jos will share important considerations for once an estate freeze is in place. Along the way she’ll share personal experiences and insights for dealing with family conflicts. Topics include:
Using estate freezes for business succession planning and tax savings
Avoiding common pitfalls
Opportunities to drive more tax efficiency
Whether you’re a general practitioner, estate planner or family lawyer, understanding this key wealth-transfer strategy will add value to your practice and enhance the advice you give to clients. Join us to learn how this powerful tool can help protect family wealth, minimize taxes, and plan for future generations. Don’t miss out!
Live webinar with chat includes 60 day replay. This program features real-time audio and video of the presenter with synchronized presentation slides, and a chat feature that allows for live Q & A.