In this article reprint from the New York State Bar Association (NYSBA) Trusts and Estates Law Section Journal, Director of Wealth Strategies Matthew Lee and Steven Loeb, chair of the Tax Department at Chiesa Shahinian & Giantomasi, P.C., discuss the use of the freeze partnership as a potential planning solution for owners of business or investment real estate.
Please see important disclosures at the end of the article.
Wilmington Trust is not authorized to and does not provide legal, accounting or tax advice. Our advice and recommendations provided to you is illustrative only and subject to the opinions and advice of your own attorney, tax advisor or other professional advisor.
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The opinions of Steven Loeb are their own and do not necessarily represent those of Wilmington Trust, M&T Bank or any of its affiliates. Wilmington Trust, M&T Bank and its affiliates are not affiliated with Chiesa Shahinian & Giantomasi, P.C. or the New York State Bar Association (NYSBA).
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