13 Apr

COVID-19 Provides Rare Opportunity for an Estate Freeze

Monday, April 13, 2020William S. Bernstein, Lorne Saltman, James M. Parks, Greg Farano LLB, CFA, TEP, Lindsay Ann HistropCorporate Law, Income Tax ActCOVID-19, Wills, Estate Freeze


COVID-19 has resulted in significant decreases to the value of many assets, including marketable securities, private businesses and real estate. This provides an opportunity to implement an estate freeze at low values, which allows for future savings in income tax.

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