Estate Freezes & Tax Planning in the COVID Era

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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.