Monthly Archives: January 2012

The Dynasty Annuity

Background  High net worth investors seek tax-planning structures that provide for tax efficient wealth accumulation and wealth transfer. This planning objective has become more challenging as these investors have made larger investment allocations to alternative investments such as hedge funds, … Continue reading

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Deferral Techniques for Trial Attorneys Using Private Placement Variable Annuities

Tax Planning Deferral Strategies for Trial Attorneys Using Private Placement Variable Deferred Annuities I Introduction There is never a shortage of lawyer jokes. It is commonly known that everyone hates lawyers except their own attorney. If a person asks for … Continue reading

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The Rabbi Strikes Back – Nevada Rabbi Trusts

The  Rabbi Strikes Back – Using Nevada Asset Protection Trusts as Rabbi Trusts Introduction I am a little late and slow on this first blog post for 2012. My apologies! I went to the University of Miami Law School at … Continue reading

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