Thursday, July 09, 2020
Bennett Jones LLP and Duff & Phelps LLP hosted a joint webinar on "estate freezes" and related tax planning in the era of COVID-19. The discussion included:
- What is an estate freeze and how does it work?
- How can I implement a freeze?
- What are the tax benefits and risks of doing a freeze?
- What other benefits are there?
- Are there any drawbacks?
- What about a 'refreeze' and how is it different?
- Impact of COVID-19 on valuation methodologies
- Guidance on cost of capital