Blog Tag View

Are Preferred Freezes in Your Arsenal?

MPI is often called upon by estate planning professionals to provide expert opinions in the context of establishing preferred stock and preferred freeze partnership structures. Given relevant federal tax rules and regulations, including the provisions of Internal Revenue Code Section 2701, it is critical that clients have a highly qualified team of professionals providing the appropriate support in these matters. MPI has the experience and expertise necessary to assist clients with preferred equity structures, and leans on its proprietary databases and models to support its opinions.

Read More