PRIVATE PLACEMENT LIFE INSURANCE

PPLI Benefits You By Creating a Tax-Exempt and Creditor-Proof Barrier Around Your Wealth.

• We advise client's of  the ways PPLI  and Private Placement Variable Annuities (PPVA) and the entities that own them can be structured.
• We will advise you as to the income, gift and estate tax consequences of establishing different  types of Trusts.
• PPLI s are held in specialy  drafted trusts such as one of my favorites the Cash Value Beneficiary Defective Inheritor's Trust, (CVBDIT)