Last month we posted our first instalment on the pros and cons of an estate freeze. In particular, we discussed:
- The purpose and outcome of a freeze;
- How rich do you need to be to consider a freeze; and
- When you should freeze.
In this post, we will drill down into some of the mechanics of a freeze of your Opco shares, while at the same time trying to keep the lingo as simple as possible. Before you delve into this post, make sure you read part one.