Câu 5: AFP: Applied Financial Planning

Miles tells Rasheed, his financial planner, that he would like to assign the growth assets in his portfolio to his children. Rasheed recommends Miles freeze his estate. What is the primary risk associated with an estate freeze?

1. A. Once the children hold the common shares, they can vote to withhold payment of the preferred dividend.
2. B. The preferred shares taken back by the taxpayer may provide inadequate Income because of inflation. — đáp án hiện tại
3. C. Once the estate freeze is in place, no future growth of the assets can occur.
4. D. It is easy to unwind an estate freeze, but the amount of income paid to the taxpayer will be inconsistent from year to year.