Monthly Archives: February 2012

Frozen Cash Value Life insurance

I Overview My friend and fellow University of Miami School of Law (LL.M) graduate is responsible for developing the concept of the Restricted Cash Value Life Insurance(aka frozen cash value life insurfance) policy back in October 1994 i when he … Continue reading

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Life Insurance Captives for NRAs Investing in U.S. Real Estate and Businesses

Overview The premise of this blog post is straight-forward. How can a wealthy non-resident alien invest in U.S. without paying any U.S. income taxes or estate taxes? The outline of the structure below is innovative and complex. Existing real estate … Continue reading

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Captive Insurance Arrangements for Hedge Funds

Sophisticated Risk Management and Tax Planning for Hedge Fund Managers¬† Overview¬† Hedge funds and their principals have amassed great fortunes over the last twenty years. This trend will likely continue as many hedge funds sitting on piles of cash are … Continue reading

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