Private Placement Life Insurance Planning & Insurance Dedicated Funds

GSRJ professionals advise clients in the acquisition of very large offshore and domestic private placement life insurance policies. GSRJ’s insurance group, with the technical support of life insurance industry veterans, Bob Chesner and Tom Bounty, possesses unique expertise and experience in the rapidly growing private placement life insurance marketplace.

The firm recognizes that estate planning in the high net worth market is evolving beyond the traditional role of implementing planning strategies that reduce taxes at death to encompass the broader and more immediate issues of investment and income tax planning. GSRJ assists its clients with the purchase of private placement variable life insurance as an investment-oriented strategy that can dramatically improve the tax efficiency of a client’s investment portfolio while providing meaningful tax mitigation strategies at the insured’s death. Leslie Giordani and Bob Chesner are the co-authors of Bloomberg BNA’s Tax Management Portfolio 870, 1st, “Private Placement Life Insurance and Annuities.” GSRJ’s position in the private placement life insurance arena has also resulted in the firm advising both non-legal providers of private placement life insurance services as well as the investment managers who seek to participate in this growing marketplace. Specifically, GSRJ’s insurance team regularly counsels sophisticated asset managers in the establishment and operation of insurance dedicated funds (IDFs) and their relationships with insurance carriers. Please note that GSRJ is not an insurance broker and only provides legal and non-legal advice on insurance matters; it does not sell or place any insurance or investment products.

Attorneys

Leslie C. Giordani
Partner

Ms. Giordani primarily represents high net worth individuals and family offices in a wide variety of legal matters. Her particular focus is domestic and international trust, investment, and life insurance structures.

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Michael H. Ripp, Jr.
Partner

Mr. Ripp represents high net worth individuals and family offices in the design, implementation, and administration of domestic and international trust, investment, and life insurance structures.

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Steven D. Baker
Counsel

Mr. Baker advises on a wide variety of estate and business succession, charitable giving, and estate and trust administration matters.

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Thomas M. Bounty
Of Counsel

Mr. Bounty utilizes his vast expertise as both an attorney and an insurance executive for certain insurance-related projects.

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Directors

Robert W. Chesner, Jr.
Finance & Insurance

Mr. Chesner assists high net worth individuals and family offices in the design and implementation of domestic and offshore life insurance and annuity structures.

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Coordinators

Amy D. Quiñones
Insurance

Ms. Quiñones is responsible for assisting in the design, implementation, and administration of offshore and domestic life insurance structures.

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Bloomberg BNA’s Tax Management Portfolio

GSRJ Publications

GSRJ Materials

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