Tort Reform - Rethinking Tax Planning for the Contingency Fee Income of Plaintiff's Lawyers
Overview The level of Plaintiff's civil litigation approximates $100 billion per year in settlements and verdicts. Nevertheless,...
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Got To Get You Into My Life (PPLI)
As a youngster growing up in the Panama Canal Zone, I remember watching the Beatle movies (Yellow Submarine, Help, and A Hard Day's...
Tort Reform - Rethinking Tax Planning for Plaintiff Attorney Contingency Fees
When I went to law school many, many seasons ago, I went with a specific focus in mind - tax and estate planning. I took every tax class...
(A)ESOP's Fables - The Income and Estate Tax-Free ESOP - Part I
Overview If the pandemic was good for anything, it was TV watching. The pandemic may become known as the golden age of television. Since...
I've Gotta Get a Message to You
If you have been reading my articles for a while, you know that I am a music fan. I am primarily a fan of the horn bands - Tower of...
Family Affair – Introducing Family Office Life Annuity™ (aka FOLA™)
Most of you know by now that I grew up in the Panama Canal Zone which no longer exists as of 1999. In that respect, the transition left...
Family Owned Life Insurance™ (FOLI)™
Accumulate Family Wealth on an Income, Estate and GST Tax-Free Basis Your neighbor, the life insurance agent has been telling you for...
Papa's Got a Brand New Bag! Innovative Planning Within Private Placement Life Insurance
Overview It has been a while since I have written anything. Oh, the indignity of having to make a living! Most of you know by now that I...
Papa's Got a Brand New Bag!
It has been awhile since I have written anything. Oh, the indignity of having to make a living! I hope that everyone had a great holiday...
TAKE A CHANCE ON ME! Part II Embracing the Magic of Private Placement Life Insurance (PPLI)
I am happy to be back from my writing hiatus. In retrospect I am not really certain what the reason was for the hiatus. Writer's block?...