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How do I preserve my legacy wealth by incorporating Qualified Opportunity Funds in my estate planning?


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  • Matthew Rappaport
    November 24, 2021

    Check out the Todd Angkatavanich article in Bloomberg about using freeze partnerships with QOFs. It's a great technique I've implemented for a couple of clients. If you want something simpler, you can gift to a grantor trust and that'll have good estate and gift tax benefits.

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