Private Placement Life Insurance: Income and Estate Tax Planning for Wealthy Families Audio Download

    Private Placement Life Insurance: Income and Estate Tax Planning for Wealthy Families Audio Download
    CLE 90 min

    Private Placement Life Insurance: Income and Estate Tax Planning for Wealthy Families Audio Download

    In this current environment of high transfer-tax exemptions and substantially increased income tax rates, counselors of wealthy individuals and families should broaden their focus to include strategies that maximize their clients’ transfer-tax savings and minimize their income taxes.  Private placement life insurance (PPLI) serves as a flexible vehicle that can dramatically reduce the income taxation of investment earnings while providing interesting estate planning benefits as well.

     

    Our panelists will discuss the following:

     

             Tax and financial attributes of PPLI

             Investment considerations

             The Investor Control Doctrine and IRS diversification requirements

             Onshore vs. offshore policies

             Intra-family financing (aka Private Split Dollar)

             Examples of various PPLI ownership structures and techniques for incorporating PPLI into clients’ existing estate planning and investment structures

     

     

    PANELISTS

     

    Tom Bounty

    Zurich North America, Rocky Hill, CT

     

    Amy Jetel

    Beckett Tackett & Jetel, PLLC, Austin, TX

     

    Leslie C. Giordani

    Giordani Swanger Ripp & Phillips LLP, Austin, TX

     

     

    Speakers and topics are subject to change.

     

    © 2014 American Bar Association. All rights reserved.

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    Private Placement Life Insurance: Income and Estate Tax Planning for Wealthy Families Audio Download

    Product Details

    Sponsors

    Section of Real Property, Trust and Estate Law

    Product Code

    5430779AUD

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