Articles & News

October 8, 2021

Proposed Changes to the Grantor Trust Rules Reflect a “Caddyshack-like” Approach to Problem Solving

Fans of the 1980 film Caddyshack will recall that Bushwood Country Club had a serious problem: A gopher was ravaging the golf course, creating havoc on their well-manicured grounds. Instead of calling local pest control (which would seem to have been a simple, direct, and almost certainly more effective, solution), Assistant Greenskeeper, Carl Spackler (Bill Murray), was assigned to “kill all the gophers” – which he ultimately tried to do by detonating plastic explosives throughout the course.

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June 4, 2020

It’s Time for Juwan Howard to Join the Split-Dollar Life Insurance Club

Michigan was already the “Leader” in using split-dollar life insurance as a deferred compensation alternative. Now it is time for them to be the “Best.”

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Introduction

As the Vice President of Advanced Design, Jordan Smith works with our advisors and their clients in the design and implementation of advanced strategies. He provides an important legal perspective to strategies that involve estate planning, taxation issues, trust design and the preservation and transfer of wealth.

Jordan is an attorney with a great deal of experience in tax and estate planning for high net-worth individuals. Specifically, helping clients transfer wealth through annuity arbitrage, premium finance, sale of remainder interests, and life settlements, just to name a few.

Before joining Schechter and since 2007, Jordan had his own law practice and was also the owner and founder of Insurable Interests LLC, an insurance agency and advisory firm. Prior to that, he was an equity partner at the law firm of Jaffe, Raitt, Heuer & Weiss

Jordan received both his Bachelor’s degree and J.D. from the University of Michigan. He received his L.L.M. in taxation from NYU. Jordan and his wife, Karen, have four children.