April 2, 2026
CALU Report: Measuring the Benefits of an Estate Freeze
Measuring the Benefits of an Estate Freeze, a report prepared for the Conference for Advanced Life Underwriting (CALU) by Jens Watson of our Vancouver office, explores how an estate freeze can support effective intergenerational wealth and business succession planning. Using a simple case study of a family‑owned operating company, the report illustrates the potential benefits of an estate freeze for both the founding business owner and the next generation.
Read the full CALU Report now!
Contact a Crowe MacKay Trusted Advisor
This article has been published for general information. You should always contact your trusted advisor for specific guidance pertaining to your individual tax needs. This publication is not a substitute for obtaining personalized advice.
If you are looking for Tax Services, Crowe MacKay provides personalized support. Our tax professionals will help you maximize tax-planning opportunities and ensure the minimum amount required by law is paid.
If you are looking for Tax Services, Crowe MacKay provides personalized support. Our tax professionals will help you maximize tax-planning opportunities and ensure the minimum amount required by law is paid.
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