Private Placement Life Insurance & Other Advanced Asset Protection Strategies - with Forms & Diagrams
- Publisher:
- James Publishing
- Publication date:
- 2022-04-28
- Authors:
-
Alan R. Eber
Brandon Avergon - ISBN:
- 978-1-58012-306-8
Description:
A complete planning toolbox with: a full range of domestic and international structures, from simple spendthrift clauses through equity strips to collapsing bridges. Each structure is diagrammed and explained, with tax considerations, and pattern clauses
Preliminary sections
Part I. Private placement life insurance structures diagramed and explained
- Preface
- Article: Introducing Trust Components & Strategies Using Trusts & PPLI for Asset Protection
- Wealth Transfer Strategies: a Case Study
- Chapter A Trusts Used with Private Placement Life Insurance & Private Placement Variable Annuities
- Chapter B Techniques & Strategies for Asset & Tax Protection
- Article: Estate Tax Planning and Asset Protection: Mexican Considerations
- Article: Foreign Private Placement Life Insurance for Mexican High Net Worth Families
Part II. Other advanced asset protection strategies
- Purpose & Methods
- Fraudulent Transfers, Ethics, Bankruptcy & Retirement Plans
- Strategic Planning
- Domestic Trusts
- International Asset Protection Trusts (IAPTs)
- Private Placement Life Insurance, Private Placement Variable Annuities & Captives Insurance Companies
- Titling of Assets & Family Law
- Corporations
- Family Limited Partnerships (FLPs)
- Limited Liability Companies (LLCs)
- Insurance
- Techniques & Examples
- Trust and Entity Administration
- Index