William D. Lipkind (Partner-Madison, NJ) will join Jonathan Blattmachr, well-known trusts and estates lawyer, and Matthew Blattmachr, President & CEO of Peak Trust Company, to explore the intricacies of private placement life insurance (PPLI) and its application in advanced tax planning. This American Bar Association CLE webinar, scheduled for October 16, 2024, will focus on the concept of tax-free compounding and its critical role in successful investing. The speakers will provide a detailed analysis of how PPLI can be leveraged to minimize income and estate taxes, while addressing the complex issues surrounding the Investor Control Doctrine and other tax-related aspects of PPLI. Participants will gain a comprehensive understanding of the mechanics of tax-free compounding and its impact on long-term investment success; the legal and tax framework of PPLI, including recent developments and legislative challenges; and practical strategies for implementing PPLI in estate planning to maximize tax efficiency and client wealth.