Private Placement: “A Potential New Direction for Insurance Policies"
Program
4:00pm – 6:00pm
RESERVATIONS
by Friday, February 12th
You will be sent a return email confirmation.
Once the handout for this program has been made available to us, you will be able to access it here.
About the program
This program is a discussion of private placement insurance, both off-shore and on-share and the benefits and drawbacks of each. A discussion of why such a product has become so attractive and what it can achieve for a client (and what it will not achieve) will ensue.
This program will introduce participants to a less well known insurance product called private placement life insurance. It will also introduce them to the tax and legal concepts that underlie all insurance products to ensure they understand how insurance products work.
About Mary Ann Mancini
Mary Ann Mancini's practice focuses on advising high net worth families and individuals who reside in the United States and internationally. Her clients include leaders of Fortune 100 companies and their families, as well as families whose wealth is more privately held and, in many cases, based on real estate ownership.
Ms. Mancini counsels her clients on all matters that affect their estates, including the structuring and formation of entities, the creation of irrevocable “dynasty" trusts, tax planning for families and the entities they own, and the protection and preservation of their assets.
Ms. Mancini is also experienced in succession and estate planning for closely-held business owners. She is a nationally recognized expert in techniques that utilize life insurance in estate and business plans, such as insurance trusts, split dollar and deferred compensation arrangements, and life settlements. Ms. Mancini represents fiduciaries and beneficiaries in trust and estate matters before the Internal Revenue Service and in administration and litigation matters, and works with many private trust companies, family offices, and national and international bank trust departments.
Ms. Mancini's practice areas are in Trusts and Estates, Tax and Trust and Estate Litigation. She attended Washington College (B.A., 1980), The Catholic University of America, Columbus School of Law (J.D., 1984) and Georgetown University (LL.M., 1992).
Ms. Mancini is admitted in the District of Columbia.
