In May 2022, I was privileged to present at the NYC Lawyers Association, (NYCLA) regarding the 4 distinct tax advantaged ‘Living Benefits’ that a Traditional or Private Placement Life Insurance policy (PPLI) can provide for the owner of the policy, as well as for the beneficiaries.  

I was joined by Martin Shenkman Esq., CPA., and Steve Horowitz Esq., who spoke regarding the proper utilization, design, and trust coordination of PPLI for the ultra-high-net-worth client.

Click HERE for a replay of the webinar.

Click HERE to download the handouts that were provided to attendees.