An estate freeze is a power strategy for wealth management. Practitioners must be diligent in utilizing this estate planning tool, however, because even the most basic estate freeze can create a minefield of potentially negative estate, income tax, and family problems.
McManus & Associates Founding Principal John O. McManus was recently an expert speaker for the Lorman Education Services webinar, “Estate Freeze Due Diligence,” during which he outlined practical applications of estate freeze techniques and their benefits (which should be weighed in light of one’s expectations and business, financial, and personal goals). The presentation also provides an understanding of the common implementation challenges and pitfalls that can accompany an estate freeze strategy and, just as important, ways in which those dangers can be avoided and addressed.
See and listen to John’s presentation on the topic by clicking below. For more questions or more detailed guidance, call McManus & Associates at 908-898-0100.
John O. McManus – PowerPoint Presentation, “Estate Freeze Due Diligence” (PPT)
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