Law Office of
Thomas J Swenson
Tele. 303-440-7800
1200 Pearl St., Ste. 314
Boulder, CO 80302
Private Placement Life Insurance, PPLI
Private Placement Life Insurance (PPLI) enables tax-free growth of an investment portfolio. When PPLI is owned by your irrevocable life insurance trust (ILIT), you and your family will never again pay income, capital gains, gift & estate, or GST taxes.
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Private Placement Life Insurance, PPLI
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PPLI typically requires about $1 million investment offshore, but minimum $5-10 million for a domestic policy.
Download basic PPLI info about tax-free portfolio growth and tax-free insurance benefits.
Expert Services
Comprehensive, integrative wealth-building, estate, asset protection and legacy plans
An attorney in solo practice, Thomas Swenson helps clients create tax-free retirement income and build tax-free wealth and tax-free legacy plans for their families. Using well-known structures and techniques, completely legal and tax-law compliant, he can help you preserve family values and family wealth in one or more well-governed dynasty trusts that last many generations, even perpetually. He works together with a network of the best experts and service providers across various specialties to design and implement the best plans for achieving your goals.
Schedule a call now to learn about PPLI and how it builds wealth tax-free.
Customized Family Dynasty Trusts
Tax-Free Retirement and Legacy Planning
Life Insurance and Annuity Planning
Domestic and Offshore Asset Protection
Medicaid Asset Protection Trusts
Captive Insurance Solutions for Business Owners
Increase Wealth and Financial Security with PPLI
Foreign Private Placement Life Insurance and an international irrevocable life insurance trust (ILIT) grow wealth 100% tax-free, build a family legacy, preserve family values, and protect assets for many generations.
Expert Evaluation
After talking about your available assets, your needs and goals, and your family values, you receive a concise overview of potential planning opportunities.
Honest Advice.
Ethics requires this office to put a client's interests first. But, aside from ethics, this office believes that honesty is always best for business.
No Obligation.
Enjoy a 20-30 min. consultation with absolutely no strings attached. 100% Free.
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