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The Law Office of Gerald R. Nowotny_FINA

You deserve to keep more of your hard earned money.

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ASK US ABOUT

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Family Owned Life Insurance™

Family Office Life Annuity™

WE ARE

Trusted

Our focus is to help you create sophisticated and compliant legal structures and manage comprehensive financial planning strategies.

WE ARE

Skilled

We pride ourselves with over 30 years of experience in critical tax, legal, and financial planning analysis for the benefit of our valued clients.

Creative

We look out for your best interest.  Each client is unique. We listen to your specific circumstances and goals and tailor solutions to your individual needs.

OUR PHILOSOPHY

The Law Office of Gerald R. Nowotny, PLLC, specializes in helping ultra-high net worth clients and small business owners. Gerry is acclaimed for his expertise in tax reduction and deferral strategies. Find comfort in partnering with us to ensure you are educated in the most sophisticated financial, insurance and legal plans available today for your individual circumstances.

 

You’ve worked tirelessly to get where you are today. Be wise. Protect what you have achieved.

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OUR OFFERINGS

  • Family Owned Life Insurance™

  • Comprehensive Estate Tax Planning

  • Private Placement Life Insurance

  • Private Placement Variable Annuities

  • Inbound Tax Planning for Foreign Investors

  • Irrevocable Life Insurance Trusts

  • Intentionally Defective Non-Grantor Trusts for Income Tax Planning

  • Income Tax Planning

  • Malta Pension Plans

  • Charitable Tax Compliance

  • Asset Protection

  • Dynasty Trusts

  • Speaking Engagements

  • Expert Witness

TESTIMONIALS

"Gerry's knowledge base is deep and wide. When I am looking for the expert in insurance product integrating with the optimum results for the client - there is no one better than Gerry. He is success driven and stands behind what he says and what he does. I consider Gerry a virtual partner!"

—  Lawrence B  —

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