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DTSTART:20261209T180000Z
DTEND:20261209T193000Z
LOCATION:Microsoft Teams
UID:2980020261209T180000ZVIRTUAL: Private Placement Life Insurance: Tax-Efficient Wealth Transfer & Investment Access
DTSTAMP:20261014T140605Z
DESCRIPTION:\nTeams link will be sent to you within 24 hours from the program.\n\nSponsored by:\n\n \n\nThis presentation examines how Private Placement Life Insurance can support long-term wealth transfer and tax-efficient investment management for ultra-high-net-worth families. It outlines the potential to defer taxation on investment income and gains within the policy, facilitate tax-efficient access to policy value through properly structured withdrawals and policy loans, and provide death benefits that may be excluded from the insured’s gross estate when the policy is owned and administered through an appropriately structured trust. The discussion also addresses alternative investment strategies, governance requirements, and the importance of avoiding investor-control concerns. PPLI is presented as a specialized planning tool that should be evaluated alongside the family’s broader estate plan, liquidity needs, investment strategy, and legal and tax advice.\n\nTo receive CE credit/certificate, please fill out the survey at the end of the program.\n\nPhoto/Video/Audio Release:\n\nPhotographs and videos of attendees are taken at CEPC programs. By registering for a CEPC program, you are giving CEPC permission to take your photograph or video/audio and use it with or without your knowledge and permission on CEPC promotional material including but not limited to our social media, publications, and our website.\n\n \n
SUMMARY:VIRTUAL: Private Placement Life Insurance: Tax-Efficient Wealth Transfer & Investment Access - Chicago Estate Planning Council 
PRIORITY:3
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DESCRIPTION:Reminder
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