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      Oct

      16

      Tax-Free Compounding: The Most Powerful Force in Investing and How to Achieve It with Private Placement Life Insurance (PPLI)

      1 PM EDT

      Private Placement Life Insurance (PPLI) is a sophisticated tool that offers significant tax advantages, making it one of the most powerful strategies for wealth preservation and growth. This webinar, presented by renowned experts in the field, Jonathan Blattmachr, William Lipkind, and Matthew Blattmachr, will explore the intricacies of PPLI and its application in advanced tax planning.

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        10/15/2029

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        10/15/2025

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        09/30/2025

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        1.00 credit hours

        Available until:

        10/15/2027

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      • General

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        1.00 credit hours

        Available until:

        10/15/2027

      1.20 total credit hours including

      • General

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        Available until:

        10/15/2027

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        10/15/2027

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      The session will focus on the concept of tax-free compounding and its critical role in successful investing. The speakers will provide a detailed analysis of how PPLI can be leveraged to minimize income and estate taxes, while also addressing the complex issues surrounding the Investor Control Doctrine and other tax-related aspects of PPLI.

      Participants will gain a comprehensive understanding of:

      • The mechanics of tax-free compounding and its impact on long-term investment success.
      • The legal and tax framework of PPLI, including recent developments and legislative challenges.
      • Practical strategies for implementing PPLI in estate planning to maximize tax efficiency and client wealth.

      The ABA will seek 1.5 hours of CLE credit in 60-minute states, and 1.8 hours of CLE credit for this program in 50-minute states. Credit hours are estimated and are subject to each state's approval and credit rounding rules. Please visit www.americanbar.org/mcle for general information on CLE at the ABA.

      THIS PROGRAM IS SPONSORED BY PEAK TRUST COMPANY

      Scholarships

      Financial scholarship applications are available for this program. To request an application, please fill out the form here. For any questions about the process please email [email protected].

      Event Details

      Duration

      60

      Format

      Webinar

      Date

      Oct 16, 2024

      2024-10-16T13:00:00-04:00 2024-10-16T14:30:00-04:00 Tax-Free Compounding: The Most Powerful Force in Investing and How to Achieve It with Private Placement Life Insurance (PPLI)

      Private Placement Life Insurance (PPLI) is a sophisticated tool that offers significant tax advantages, making it one of the most powerful strategies for wealth preservation and growth. This webinar, presented by renowned experts in the field, Jonathan Blattmachr, William Lipkind, and Matthew Blattmachr, will explore the intricacies of PPLI and its application in advanced tax planning.

      Speakers

      Jonathan Blattmachr

      Interactive Legal

      Matthew Blattmachr

      Peak Trust Company

      William Lipkind

      Wilson Elser

      Sponsors

      Section of Real Property, Trust and Estate Law

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