Articles & News

November 2, 2018

Why Are So Many Universal Life Insurance Policies Failing: A Rebuttal to The Wall Street Journal

Non-guaranteed universal life insurance (or Current Assumption UL) has been subjected to criticism over the last few years – most recently by the Wall Street Journal. But how much of this condemnation is truly warranted?

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January 29, 2018

Managing Tax Basis in Estate Planning

Take advantage of the new huge exemptions and the “free basis” they offer.

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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.