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Webinar

Estate Freezes & Tax Planning in the COVID Era

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

If you have any questions, please contact the events team at eventinfo@bennettjones.com.

Details

Thursday, July 09, 2020
12:00 p.m.–1:30 p.m. EDT

Speakers

  • Martin A.U. Sorensen Martin A.U. Sorensen, Partner
  • Marshall R. Haughey Marshall R. Haughey, Partner
  • Neil de Gray Neil de Gray, Director, Duff & Phelps Canada
  • Chris Nobes Chris Nobes, Managing Director, Duff & Phelps Canada

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