High Net Worth Estate Planning Series
Preferred Freeze Partnerships Part 2
Guest: Jerry Hesch and Stephen Breitstone
Meltzer, Lippe, Goldstein, and Breitstone, LLP
June 6, 2023
Join our host Mary Vandenack, CEO, Founder, and Managing Partner at Vandenack Weaver Truhlsen, and Jerry Hesch and Stephen Breitstone, both from Meltzer, Lippe, Goldstein, and Breitstone, LLP for Part 2 of the Freeze Partnership episode. Today they explain alternative #2 for the Preferred Freeze Partnership – additional contribution for common interest. They will then discuss the Leaky Freeze, selling common interest to a grantor trust, and factors to consider after the formation of the Preferred Partnership. Tune in to hear the rest of the story on Freeze Partnerships.
