Securities Wills, Trusts, & Estate Planning Insurance

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Nowotny on Private Placement Variable Deferred Annuities [Video]

I have written previously on the use of private placement variable annuities in trust planning. I call the idea -Dynasty Annuity. the fact of the matter is that no grantor of a Grantor Trust is happy paying taxes on income...more

Nowotny on Private Placement Life Insurance [Video]

This is the first in what will hopefully of a series of videos on private placement insurance products and planning. This is a topic of increasing interest and popularity with high net worth clients and their advisors. My...more

Extraordinary Turnout and Discussions at ULC Unclaimed Property Drafting Meeting

Failing to attend last week’s Uniform Law Commission’s (ULC’s) Drafting Committee meeting to revise the 1995 Uniform Unclaimed Property Act (the Act) was worse than missing the 2012 Extravakranza. On November 7 and 8, 2014,...more

New Rules Coming into Effect Affect Retirement Plans Entering into Swaps

New rules affecting ERISA-covered retirement plans entering into swap transactions will come into effect in May 2013. These rules, known as the “Business Conduct Standards,” implement certain provisions of the Dodd-Frank...more

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