Horowitz & Rubenstein
Gerry Nowotny is a tax and estate planning attorney focused on income and estate tax reduction strategies and deferral.
Following five years of active duty military service, he spent approximately 25 years in the insurance & financial planning industries. He has a law degree and LL.M in estate planning. He developed a highly specialized expertise in the uses of insurance products in business and personal tax planning.
Over his career, he has developed a high level of expertise in private placement insurance products – institutionally priced insurance products for ultra-high net worth and institutional buyers.
His expertise covers domestic and international applications with these products. He has also completed the CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Life Underwriter (CLU®), and Chartered Financial Consultant (ChFC®) professional designation programs.
Private Placement Life Insurance Products
Assisting Individuals and Companies become Puerto Rican residents – Act 20 & Act 22
Domestic and International Estate Planning
Offshore Asset Protection Planning
Individual Tax Planning
Captive Insurance Companies