A Refresher on Estate Freeze Planning
Estate freezes are a cornerstone planning strategy for entrepreneurs and high-net-worth families, but their success hinges on careful design and execution. Join Kenneth Keung for a 90-minute “Refresher on Estate Freeze Planning” that delves into the technical, practical, and strategic aspects of estate freezes, highlighting key considerations and common pitfalls to avoid. Whether you advise family businesses or high-net-worth clients, this session will provide you with actionable insights and best practices to enhance your tax and estate planning toolkit.