HeyJaredHenry Bregstein
- Indexed articles, last 90 days
- 3
- Latest publication
- Sep 16, 2026
- Outlet visibility, for Mondaq
- Top 500K sites
- Earliest in this view
- Jul 21, 2026
Latest articles
WSJ PPLI Commentary — The Journal Got a Few Things Right (opens the original)
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This week's Wall Street Journal piece on private placement life insurance, "'A Roth IRA on Steroids': Wealthy Americans Find Another Tax-Free Way to Invest" (Aug. 29, 2026), got a lot of attention, and it deserves credit for one thing: the core mechanic is accurately described. Investments within a properly structured private placement life insurance (PPLI) policy grow without current income tax or capital gains tax, and the proceeds pass to beneficiaries income-tax-free at death. That part is n
The Sunset Is Gone. Income Tax Remains: The PPLI – PPVA Solution. (opens the original)
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For the better part of a decade, every estate planning conversation my colleagues had with a high-net-worth family started with the same clock: the 2017 Tax Cuts and Jobs Act exemption was set to sunset at the end of 2025, and attorneys, advisors and trustees were racing to get gift programs, spousal lifetime access trusts (SLATs) and irrevocable trusts funded before it reverted to pre-2017 levels. The race is over, at least for now. The One Big Beautiful Bill Act (OBBBA) made the increase perma
IRS Fixes The ‘1035 Exchange Trap’: What Life Settlement Funds And PPLI Users Need To Know Now (opens the original)
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The US Department of the Treasury (Treasury) and the Internal Revenue Service (IRS) have just finalized regulations fixing a problem that has quietly complicated life insurance exchanges since 2019. On July 8, the IRS issued final regulations under T.D. 10052, effective July 9, adopting (with modifications) the proposed regulations (REG-108054-21) that Treasury floated back in May 2023.1 2 Under Section 101(a)(2), if a life insurance contract is transferred for valuable consideration, the death
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