December 17, 2019
city private risk

Tax Reduction and Deferral Strategies for Trial Attorneys – Part 5 : Structured Settlement Life Insurance – A Tax-Free Pension Plan

I Overview This installment is Part 5 of my series on a tax reduction and tax planning strategies for trial attorneys. This installment introduces a completely […]
December 17, 2019
business

Tax Reduction and Deferral Strategies for Trial Attorneys – Part 7: The Law –SERP – Supplemental Retirement Plans for Plaintiff’s Firm

I Overview I am sure every trial attorney remembers his or her first trial and the first large verdict or settlement that represented the financial breakthrough […]
December 17, 2019
business 2

Tax Reduction and Deferral Strategies for Trial Attorneys – Part 5 : Structured Settlement Life Insurance – A Tax-Free Pension Plan

I Overview This installment is Part 5 of my series on a tax reduction and tax planning strategies for trial attorneys. This installment introduces a completely […]
December 17, 2019
taxes calculator

The Family Loan Shark – Leveraging the AFR in the Taxpayer’s Favor Intra-Family Loans and Private Placement Insurance Products – Part 1

Overview High net worth and income taxpayers find themselves in a world of hurt following tax reform at the end of 2012. The top marginal bracket […]
December 17, 2019

Structured Settlement Planning for Trial Attorneys: The Benefits of Using Qualified Settlement Funds and Private Placement Insurance Products

Overview – Trial attorneys are extremely vulnerable to a tax landscape that is becoming hostile territory. The result of the American Taxpayer Relief Act of 2013 […]
December 17, 2019

Tales from the Crypt — Post-Mortem Planning Using Private Placement Insurance Products

Overview This article discusses the use of private placement products – private placement deferred variable annuities (PPVA)  and private placement life insurance (PPLI)- in post mortem income […]
December 17, 2019
forest

Seeing the Forest through the Trees — A New Method for Structuring Investment by Foreign Investors in U.S. Timber and Agriculture Funds

Overview Large institutional investors including pension plans and endowments and foundations have made significant investments in timberland over the last forty years. These same investors have […]
December 17, 2019

Law and Disorder: Rethinking Retirement Planning for Plaintiff’s Lawyers – The Best of Qualified and Non-qualified Planning Solutions

Overview We have all heard our share of lawyer jokes. From War of the Roses – “What do you call a bunch of attorneys at the […]
December 17, 2019
chess

The Waters of March -The Benefits of Owning Life Insurance within a Cascading Charitable Lead Annuity Trusts (CLATs)

Overview My love for Brazilian music precedes my study of Brazilian- Portuguese as a cadet at West Point. It was a very friendly and small department […]