BRING A GUEST FOR FREE TO THE OCTOBER MEETING: To celebrate National Estate Planning Awareness Week and introduce more estate planning professionals to our council and allow them to experience one of our high-quality luncheon programs, current PEPC members are invited to bring a NON-MEMBER guest to the October luncheon program at NO CHARGE. We encourage all members to bring a colleague who would be a potential new member of the PEPC. Please take advantage of this opportunity to add to the pool of estate planning professionals that make up PEPC's membership. When registering for the meeting through the PEPC website, you will have the option to add a guest to your registration at no charge.
COFFEE MEET AND GREET: The PEPC has organized a meet and greet coffee station prior to our luncheon program. It will be located in the Farragut Room from 11:30 a.m.-12:00 p.m. All meeting attendees are welcome to join!
VIRTUAL MEETING OPTION: Attendees who are unable to join us in person for the meeting at the Union League, may choose virtual registration instead. Attendees will be able to watch the live stream broadcast of the program and receive continuing education credits.
PROGRAM OVERVIEW
In recent years, the market for Private Placement Life Insurance (PPLI) Investment Accounts has grown rapidly. PPLI Investment Accounts offer the ability to invest in a tax-exempt environment, and the value proposition is a simple one: the cost of a PPLI Investment Account is lower than the cost of taxes that would otherwise be payable on realized investment gains. There are now over 400 registered funds (traditional asset class) and over 225 non-registered funds (alternative asset class) that can accept allocations from PPLI Investment Accounts. In addition, for a large account, the client can have a Registered Investment Advisor firm of their choice manage the PPLI Investment Account assets. This session will provide an overview of PPLI Investment Accounts, and will cover the tax and structural attributes, the economics, and the key applications for high-net-worth families.
Michael B. Liebeskind is a founder of four independent operating businesses, all of which have a deep infrastructure: Golconda Partners / Mandorlo International (founded in 2019), SALI Fund Services (founded in 2002), Covala Group (founded in 1993) and Winged Keel Group (founded in 1989). Michael graduated from Princeton University in 1981. He began his professional career with the accounting firm of Coopers & Lybrand, where he became a Certified Public Accountant (CPA) in 1984. He earned his Master of Business Administration (MBA) degree from New York University in 1986 and is a member of the New York State Society of CPAs, the Estate Planning Council of New York City, The Society of Trust and Estate Practitioners (STEP), and the Yale Insurance Study Group.
One Education Credit for CLE (PA Only), Insurance (PA Only), CFP, CPA (PA Only), PACE and CTFA will be offered.
Thank You to Our Meeting Sponsor
Click here to download a printable registration form.
Philadelphia Estate Planning Council P.O. Box 579Moorestown, NJ 08057-0579
Phone: (215) 486-6215 Fax: (856) 727-9504 Email: staff@philaepc.org
