Estate Freeze Planner
estate_freeze_plannerPlan an estate freeze to lock the current owner's value and shift future growth to the next generation, using Section 86 share exchange or Section 85 rollover.
Instructions
Plan an estate freeze to lock the current owner's value and shift future growth to the next generation. Covers Section 86 share exchange and Section 85 rollover methods.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| current_fmv | Yes | Current fair market value of the corporation's shares ($) | |
| acb_of_shares | Yes | Adjusted cost base of the current shareholder's shares ($) | |
| use_family_trust | No | Use a family trust to hold the new growth shares? | |
| num_beneficiaries | No | Number of next-generation beneficiaries | |
| annual_growth_rate | No | Expected annual growth rate of the business (decimal, e.g., 0.10 for 10%) | |
| years_to_succession | No | Expected years until succession/sale |