High Net Worth Estate Planning Series

Preferred Freeze Partnerships Part 2

Podcast Guests Jerry Hesch and Stephen Breitstone

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.