Bloomberg BNA’s Tax Management Portfolio

• Partner Leslie C. Giordani and Director Robert W. Chesner, Jr. co-authored Bloomberg BNA’s Tax Management Portfolio 870, 1st, Private Placement Life Insurance and Annuities.
• Press Release: Bloomberg BNA Releases New Portfolio 870-1st – Private Placement Life Insurance and Annuities by Leslie C. Giordani and Robert W. Chesner, Jr.

GSRP Publications

• Planning for Uncertainty: Private Placement Life Insurance for Taxing Times, Offshore Investment, October 2012, Issue 230, Robert W. Chesner, Jr.
• The Cash Value Beneficiary Defective Inheritor’s Trust—Creating a More Flexible and Comprehensive Wealth Accumulation and Retirement Plan—Advanced Planning Issues: Part 2—Current Issues Regarding the Valuation of Life Insurance Policies and Advanced Wealth and Retirement Planning with Private Placement Life Insurance, New York University Review of Employee Benefits and Executive Compensation-2011, 2011, Leslie C. Giordani, Robert W. Chesner, Jr.
  Originally appeared in the compilation New York University Review of Employee Benefits and Executive Compensation—2011, published in October 2011 by LexisNexis Matthew Bender. Compilation © 2011 New York University.
• Why Investment Advisors Need to Know About Private Placement Life Insurance, Investments & Wealth Monitor, January 2011, Robert W. Chesner, Jr.
• Private Placement Life Insurance: A Cornerstone of Financial and Estate Planning for the High Net Worth Individual, The WealthCounsel Quarterly, April 2010, Leslie C. Giordani & Robert W. Chesner, Jr.
• Using Life Insurance and Annuities in U.S. Tax Planning for Foreign Clients, BNA Tax Management International, March 2010, Leslie C. Giordani, Michael H. Ripp, Jr., & Mari M. Reed
• An Elegant Solution, STEP Journal, February 2010, Leslie C. Giordani, Michael H. Ripp, Jr., & Mari M. Reed
• Private Placement Life Insurance: A Diamond in the Rough, NAIFA's Advisor Today, January 2010, Robert W. Chesner, Jr.
• Investing in Hedge Funds Through Private Placement Life Insurance, The Journal of Investment Consulting, Winter 2003/2004, Leslie C. Giordani & Amy P. Jetel
• Recent Developments Affecting Hedge Fund Investing Through Private Placement Life Insurance, The Insurance Tax Review, October 2003, Leslie C. Giordani
• Offshore Life Insurance Planning for U.S. Clients, ACTEC Notes, Summer 2000, Leslie C. Giordani & Derry W. Swanger

GSRP Materials

• Private Placement Life Insurance & Annuities
• Private Placement Life Insurance Questions & Answers
• PPLI Tutorial
• PPLI Descriptor (MEC/7% return)
• PPLI Descriptor (non-MEC/7% return)

Third-Party Resources

• Letter to Editor: "Fixing the Life Insurance Marketplace", National Underwriter Life & Health, March 2012, Brian Fetchel
• Insuring Against Hedge-Fund Taxes, Wall Street Journal, October 18, 2006, Rachel Emma Silverman