Michael presents “There’s No Place Like Home – Domestic Self-Settled Asset Protection Trusts and Inter Vivos QTIP Trusts: Why Do Them and Where To Go When You Do,” for the American Bar AssociationRPTE Domestic Asset Protection Trust Planning: Jurisdiction Selection Webinar Series (Florida, Texas, and Tennessee) on December 9th.
Leslie Giordani, Derry Swanger, Michael Ripp, and Steve Phillips were selected for inclusion in Best Lawyers in America© 2015 by Woodward White, Inc.
Cindy Grossman is named to the Texas Rising Stars list for 2014, as published by Super Lawyers magazine. This is Cindy’s 6th consecutive year to be selected to the Rising Stars list! Rising Stars represent the top 2.5% of up-and-coming lawyers in the State of Texas, as determined by Thomson Reuters.
Tom Bounty presents “How to Structure an Investment using a PPLI Policy to Achieve the Desired Results” at the IBC 5th Annual Event (UK): Private Placement Life Insurance (PPLI) and Annuities (PPVA) 2014 in London on May 20th.
GSRP takes great pride in announcing that Thomas M. Bounty has joined the firm as a partner. While Tom began his legal career in private practice, he comes to GSRP as a 28-year veteran of the life insurance industry, having held senior executive positions with major insurance companies, most recently with Zurich American Life Insurance Company. He unquestionably enjoys a stellar reputation as one of the private placement life insurance market’s most respected legal, tax, and product experts.
In his new role with GSRP, Tom will counsel high net worth individuals and family offices in the design and implementation of domestic and international private placement life insurance and annuity structures with a focus on minimizing tax burdens while fulfilling charitable and legacy planning goals. He will also advise investment management companies seeking to participate in the private placement life insurance realm through the establishment of insurance dedicated funds. We welcome Tom and look forward to working with him.
Peggy Ugent presents “The New 3.8% Tax on Net Investment Income—Ready or Not!” at the Winter Meeting of the Texas Association of Certified Public Accountants on February 7th.
Leslie Giordani presents a CLE webinar, “Private Placement Life Insurance: Income and Estate Tax Planning for Wealthy Families,” with Tom Bounty and Amy Jetel for the American Law Institute – American Bar Association Section of Real Property, Trust & Estate Law.
As we begin 2014, it is with pleasure that we at GSRP have added Steven D. Baker to our team of attorneys. Steven brings 15 years of estate planning and tax expertise to GSRP. He is both an attorney and CPA, and is Board Certified in Estate Planning and Probate.
Steven has extensive prior experience in both large and small firm environments providing quality, personalized estate planning, probate, and trust services to individuals and families, as well as counseling fiduciaries on a wide variety of trust and estate administration matters. He will primarily assist GSRP’s clients with domestic estate planning and tax matters, but will also support GSRP’s large family relationships in relation to their closely held business, complex trust administration, charitable foundation, and tax compliance needs. We welcome Steven and look forward to working with him.
GSRP is now a proud sponsor of The Contemporary Austin, the capital city’s premier contemporary arts museum. Created in 2011 by a merger of the Jones Center for Contemporary Art and the Austin Museum of Art, Contemporary Austin showcases two renowned and architecturally unique locations and brings multidisciplinary exhibitions, engaging programs, and enticing special events to the city’s visual arts landscape.
Supporting the museum falls squarely in line with GSRP’s strong support of Austin’s art and art business communities. Through long-standing relationships with both local artists as well as gallery owners who represent artists around the globe, we have built a unique collection of original works.
Leslie Giordani presents “Evaluating Private Placement Life Insurance In A High Investment Tax Environment” at the 39th Annual Notre Dame Tax & Estate Planning Institute conference. The conference took place at the University of Notre Dame.
Bob Chesner presents “Recent Trends in Private Placement Life Insurance for Affluent Families: Tax Free Investing in a Taxing Environment” at Callan Independent Adviser Group’s 2013 National Conference in Washington, D.C.
Peggy Ugent is appointed to the American Institute of CPA’s Trust, Estate and Gift Tax Technical Resource Panel for the 2013-2014 year. The 10-person panel monitors legislative and regulatory activity, meets and collaborates with technical staff at IRS and the Department of the Treasury and other professional groups, and supports the AICPA membership by developing products and services to assist members in tax practice.
BNA Bloomberg published Tax Management Portfolio 870, Private Placement Life Insurance and Annuities, authored by GSRP’s Leslie Giordani and Bob Chesner, on September 2, 2013. Portfolio 870 explores all facets of PPLI and PPVA as financial products, and offers an in-depth examination of the uses of PPLI and PPVA, focusing on their importance as investment tools that have powerful applications in the areas of estate, income tax, and asset protection planning.