Law Office of Thomas J. Swenson
U.S. and International Wealth Building and Wealth Preservation
Legal and U.S. Tax-Law Compliant

DYNASTY TRUSTSCAPTIVE INSURANCERETIREMENT & ESTATE PLANS
IRREV. LIFE INS. TRUST (ILIT)MEDICAID TRUSTSPRE-NUPTIAL PLANS

OFFSHORE ASSET PROTECTIONINTERNATIONAL LLCsPRIVATE PLACEMENT LIFE INSURANCE

INTELLECTUAL PROPERTYBUSINESS PLANNING

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ENHANCED GROWTH AND PROTECTION OFFSHORE

Posted by admin On May - 6 - 2010

Private placement life insurance and deferred variable annuity (DVA) policies in Bermuda, Puerto Rico, Liechtenstein, and other offshore jurisdictions can be designed for full compliance with U.S. tax laws to maximize tax saving and investment growth. Offshore vehicles generally have greater funding and investing flexibility than US-based counterparts. Fees and minimum premium commitments are less than in the US. Asset protection is stronger, especially when an offshore trust owns the asset. Offshore structures combine benefits of legal tax shelters with enhanced protection and growth.

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