EFTA Document EFTA01456729FW: Private Placement Variable Annuity (PPVA) Investment Account (Brian Gartner, June 05, 2014)
1 duplicate copy in the archive
RE: Private Placement Variable Annuity (PPVA) Investment Account (Michael Liebeskind, June 06, 2014)
Title Matchefta-efta01456730
Case Filesd-10-EFTA01456730Dept. of JusticeRE: Private Placement Variable Annuity (PPVA) Investment Account (Michael Liebeskind, June 06, 2014)
June 6, 20141p
Case File
sd-10-EFTA01456730Dept. of JusticeRE: Private Placement Variable Annuity (PPVA) Investment Account (Michael Liebeskind, June 06, 2014)
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Cc: ; Brian Gartner Subjec..W iement Variable Annuity (PPVA) Investment Account Hi Rich, How did the meeting with your Principal go? Michael From: Michael Liebeskind Sent: Friday, June 06, 2014 1:34 PM To: 'Richard Kahn' Cc: Brian Gartner Subject: RE: Private Placement Variable Annuity (PPVA) Investment Account There will be no estate taxes. The value of the PPVA Investment Account is included in the taxable estate, but there is a dollar-for-dollar estate charitable tax deduction.
Date
June 6, 2014
Source
Dept. of Justice
Reference
sd-10-EFTA01456730
Pages
1
Persons
0
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