STEP Journal

A blueprint for tax efficiency

Shelly Meerovitch TEP and John F McLaughlin, February 2018

Shelly Meerovitch TEP is Senior Vice President and a Director, and John F McLaughlin is a Director, in the wealth strategies group at Bernstein Private Wealth Management, New York.

Summary:

Shelly Meerovitch and John F McLaughlin explain how purchasing private placement life insurance within US trusts can improve tax efficiency.

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