Welcome to our in-depth exploration of Private Placement Life Insurance (PPLI), a sophisticated financial tool designed to help high-net-worth individuals achieve tax-free compounding growth. In this webinar, h...
"Read More"
by William D. Lipkind and Jonathan G. Blattmachr A version of this paper was originally published in the February 2015 Journal of Taxation. Introduction This article will discuss some of the income tax aspects ...
"Read More"
by Abigail E. O’Connor, JD, Mitchell M. Gans, JD, and Jonathan G. Blattmachr, JD, LLM Originally published in Estate Planning magazine, February 2019 Many estate planning attorneys and their clients currently...
"Read More"
Introduction to Private Placement Life Insurance (PPLI) By William D. Lipkind, Matthew D. Blattmachr, and Jonathan G. Blattmachr An Overview of PPLI Private Placement Life Insurance (PPLI) is an advanced...
"Read More"
A Strategy for Taxation of Retirement Assets after Loss of “Stretch” By Matthew D. Blattmachr, CFP® Jonathan G. Blattmachr, JD, LLM, & Amber Gunn, CTFA In some cases, it is beneficial for distributions...
"Read More"
By Jay R. Larsen, Esq. Irrevocable trusts are a common tool in estate planning. They play an important role in protecting assets, reducing taxes, and preserving legacies from one generation to the next. Irrevoc...
"Read More"
By Mariam Hall, CFMP & Amber Gunn-Holt, CTFA A special needs trust (SNT) is a privately and professionally managed trust set up by one or more persons, called grantors, for the benefit of a person with disa...
"Read More"
What is a Directed Trust? In its simplest form, a directed trust is a trust arrangement that effectively relieves the trustee of specific duties, such as investments or distributions, and requires the trustee t...
"Read More"
Geri Tomich, Esq., discusses Nevada Asset Protection Trust. Nevada is one of the few states, that has a statute that allows the creation of a self-settled spendthrift trust to protect one's assets from c...
"Read More"