The PPLI Solution: Delivering Wealth Accumulation, Tax Efficiency, and Asset Protection Through Private Placement Life Insurance

About the Contributors.

Part One: The Multipurpose Policy.

1 An Introduction to PPLI (John B. Lawson).

2 Risk Management: Redefining Safe Harbors (Jeremiah Riddle).

3 Tax Management: Building Wealth, Reducing Taxes (Jeffrey S. Bortnick).

4 Asset Protection: Riches Out of Reach (Gideon Rothschild and Daniel S. Rubin).

5 Estate Planning: When Insurance Tames Taxes (Mike Chong).

6 Trust Administration: The Domestic Advantage (Al W. King III and Pierce H. McDowell III).

7 Executive Benefits: The Plan That Pays Its Way (Leslie N. Brockhurst).

Part Two: A Vital Investment Vehicle.

8 Toward a More Powerful Portfolio (Kirk Loury).

9 Who’s Afraid of Hedge Funds? (George Van and Daniel T. Hayden).

10 In Search of Skilled Investment Managers (Ronald J. Surz).

Part Three: Under the Hood—The Essentials on PPLI.

11 Policy Structure: The Good, the Bad, the Ugly (Paul F. Berlin).

12 Getting It Right: A Regulatory Overview (Maureen Nelson).

13 Investment Due Diligence: Beyond the Questionnaire (Keven de la Cruz).

14 Creating and Administering an Insurance-Dedicated Fund (Brent Kinetz).

15 Underwriting the Policy (Mike Chong and Anne Melissa Dowling).

16 Understanding and Comparing Costs (Susan Bruno).

17 Jurisdiction: Home or Away? (Peter M. Williams).

Part Four: Setting Up Shop.

18 Making a Place in Private Banking (Richard Brindisi).

19 The Family Office: A Perfect Fit (Kirk Loury and Mark Watson).

Continuing Education Exam.

Index.