Since the beginning of 2000, high net worth families have worked with the world’s leading law firms in developing custom-designed private placement variable universal life insurance policies (PPLI) to provide a complete life insurance solution for their families (a wide array of benefits to their loved ones) and for charities. These policies have been sold via the use of Regulation D “private placement” documents or “PPMs” for securities law purposes. These customized insurance policies are frequently funded with a combination of cash and certain non-cash assets which can include interests in private equity, real property, hedge funds, artwork, aircraft, and qualifying majority-owned entities via in-kind contribution1. This design can afford an excellent exit planning opportunity for CEPA’s, particularly at the end of the EPI Discover Gate, which is the first phase of exit planning.

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