A Primer on Freezes and Re-freezes | June 2020

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Please join Vitaly Timokhov for our next installment:

In this webinar, Vitaly will provide a primer on estate freezes and re-freezes, with topics including but not limited to:

• simple corporate, partnership, and trust freezes;
• re-freezing the current freeze structures;
• the reasons, techniques, and tax implications of re-freezing;
• the tax consequences involved, and the reduction of tax liabilities of the future estate of the business owner;
• transferring wealth to the next generation; and
• how freeze techniques can be used in combination with other tax planning steps.