Private Placement Life Insurance Planning & Insurance Dedicated Funds

For the past 25 years, GBGR professionals have advised clients in the acquisition of very large international and domestic private placement life insurance policies. GBGR’s insurance group, with the technical and analytical support of life insurance industry veteran, Bob Chesner, possesses unparalleled expertise and experience in the rapidly growing private placement life insurance marketplace, which positions it to deliver the very highest level of service in this area.

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. GBGR 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.” GBGR’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, GBGR’s insurance team regularly counsels sophisticated asset managers and wealth advisors in the establishment and operation of insurance dedicated funds (IDFs) and their relationships with insurance carriers.

Please note that GBGR 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

Leslie 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.

View Attorney Profile

Michael H. Ripp, Jr.
Partner

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

View Attorney Profile

Jennifer E. Gayle
Associate

Jen’s practice focuses on the federal income, estate, and gift tax implications for clients utilizing complex estate planning, trust, and business strategies across multiple jurisdictions.

View Attorney Profile

Directors

Robert W. Chesner, Jr.
Finance & Insurance

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

View Director Profile

Coordinators

Amy D. Quiñones
Insurance & Administrator

Amy supports the design, implementation and administration of offshore and domestic life insurance structures.

View Coordinator Profile

Paralegals

David A. Giordani
Paralegal

David supports the firm’s domestic and international tax compliance practice as well as the firm’s private placement life insurance practice.

View Coordinator Profile

Bloomberg BNA’s Tax Management Portfolio

GBGR Publications

GBGR Materials

Third-Party Resources