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Thursday, September 8, 2011

After an estate freeze, who should inherit the frozen shares?

From time to time, I talk about estate freezes here on this blog, as they are a very popular method of transferring a family business to the next generation of entrepreneurs. After an estate freeze, the former business owner usually owns preferred ("frozen") shares in the value of the common shares that were transferred to the new owner. So the question then becomes: who should inherit those frozen shares?

I'm attaching a link to an article from that compares the tax and business effects of leaving those frozen shares to various beneficiaries, such as a spouse, a trust, or children. Click here to read this very informative article. It's essential reading for business owners who have gone through an estate freeze or are contemplating doing so.

The attached photo is also from

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