Private Client & Trust

Events

Host, STEP Boston Webinar: Practical Uses for Private Placement Life Insurance

May 26, 2022 at 12:00pm

In her role as Branch Co-Chair of the Society of Trust and Estate Practitioners (STEP) Boston, Rebecca Tunney hosts the Chapter's May 2022 STEP Boston Spring Speaker Series Webinar

Event Description:

Private Placement Life Insurance, or PPLI, has many uses in cross-border estate planning and financial planning. PPLI can help to resolve challenging cross-border tax problems, such as PFICs, foreign trusts, and non-US persons who hold US real property. Additionally, it can be a valuable tool to consider in pre-immigration planning. In this presentation, Grayson will discuss how to identify clients who might benefit from PPLI and how to collaborate with other advisors on PPLI planning.

About the Speaker:

Grayson Dufrene, founder of Vie International Financial Services, advises high/ultra high net worth individuals and their professional advisors on cross border estate planning issues. He has extensive experience in brokering international private placement life insurance/annuities and the use of traditional life insurance for estate planning. Other areas of planning include pre immigration planning to the US and solving UNI problems for non grantor foreign trusts.

About STEP:

The primary purpose of STEP Boston is to improve public understanding of the issues families face in relation to inheritance and succession planning and promote education and high professional standards among members.

Register:

RSVP to [email protected]