Tax Management Portfolio, Private Placement Life Insurance and Annuities, No. 870, discusses private placement life insurance (PPLI, also known as private placement variable life insurance) and private placement variable annuities (PPVA) and the use of these strategies as investment, income tax, estate planning, asset protection, and philanthropic tools in the high-net-worth marketplace.
Avaialble here
Authors
LESLIE C. GIORDANI, ESQ.
Ms. Giordani and Mr. Chesner are with the Austin, Texas law firm of Giordani, Swanger, Ripp & Phillips, LLP, a boutique provider of estate planning, tax, business planning and insurance advisory services to high-net-worth and financial industry clientele. Ms. Giordani is a partner in the firm and has over 20 years’ experience as an estate planner, is board certified in estate planning and probate by the Texas Board of Legal Specialization, is a fellow of the American College of Trust and Estate Counsel, and has been recognized in Best Lawyers in America for more than 10 years.
ROBERT W. CHESNER, JR.
Mr. Chesner is a director in the firm where he manages its insurance practice, and has over twenty years’ experience as a high-ranking insurance executive in the insurance industry.
Links
Related
