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.
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.
Alyssa Gault, Accounting Administrator for GSRP, has been accepted into membership in the Association of Legal Administrators (“ALA”). ALA is a professional organization that identifies and provides solutions to the most strategic and operational challenges law firms face today. Congratulations, Alyssa!
Cindy Grossman was elected as a Fellow of the Texas Bar Foundation, in recognition for her exceptional professional accomplishments and dedication to the advancement of the Texas legal system. The Foundation funds projects to promote justice, ethics in the legal profession, education of the public, research, and victim services. Each year, the top one-third of one percent of Texas attorneys are invited to become Fellows. We congratulate Cindy on her achievement and commitment to professionalism and the community.
GSRP Partners Leslie Giordani, Derry Swanger, Michael Ripp and Steve Phillips have been selected by Woodward White, Inc. for inclusion in Best Lawyers in America 2013.
Leslie Giordani has also been named for the 10th consecutive year to the Texas Super Lawyers list for 2012 (as selected by Thomson Reuters). Additionally, Cindy Grossman has been named to the Texas Rising Stars list for 2012, as published by Super Lawyers magazine. This is Cindy’s fourth consecutive year to be to the Rising Stars list, which represents the top 2.5% of up-and-coming lawyers in the State of Texas, as determined by Thomson Reuters.
Trust Matters Coordinator Bruce Kentros has been accepted as a member of the Society of Trust and Estate Practitioners (STEP). Founded in 1991, STEP has more than 20,000 members across the world from a range of professional backgrounds, and have broadened their emphasis to help its members become trusted advisors to families engaged in long-term wealth planning.
Bruce has expertise not only in the field of traditional investments but also in the area of hedge funds, funds of funds, leveraged funds, private equity funds, and venture investments. He also coordinates the firm’s professional relationships in the areas of international estate and asset protection planning.