Wealthy Families Have a Rare Opportunity to Avoid Estate Taxes

The unique financial climate ushered in by the coronavirus offers well-off investors the chance to implement a little-known estate-planning strategy called the Preferred Partnership Freeze.

(Image credit: imagedepotpro)

The economic conditions accompanying COVID-19 have created many avenues of change. As a law firm specializing in comprehensive estate and income tax planning for affluent investors, our imperative is to identify planning opportunities when they occur, even under these current conditions.

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Jeffrey M. Verdon, Esq.
Lead Asset Protection and Integrated Estate Planning Partner, Falcon Rappaport & Berkman

Jeffrey M. Verdon, Esq. is the lead asset protection and tax partner at the national full-service law firm of Falcon Rappaport & Berkman. With more than 30 years of experience in designing and implementing integrated estate planning and asset protection structures, Mr. Verdon serves affluent families and successful business owners in solving their most complex and vexing estate tax, income tax, and asset protection goals and objectives. Over the past four years, he has contributed 25 articles to the Kiplinger Building Wealth online platform.