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Future Focused: Sophisticated Estate PlanningHigh-level financial techniques that are accessible and easily understandable Author: Wiggin and Dana LLP's Erin Nicholls and Michael Clear
Welcome to Future Focused: Sophisticated Estate Planning with Wiggin and Dana LLP, the show where you can learn high-level estate planning techniques in a manner that is accessible and understandable. This is the show where CPAs, Insurance Professionals, Investment Bankers, Trust Companies, CFPs, and more can firm up on their understanding of estate planning strategies so that they can better guide their clients to make wise decisions with their legacy. Future Focused is hosted by Erin Nicholls and Michael Clear, Partners of the Private Client Services department at Wiggin and Dana, LLP, with the aim of preserving the wealth that a family has worked so hard to create, we pride ourselves in offering value driven solutions and results. Head on over to Wiggin and Danas Private Client Services page where you can subscribe to this show on your favorite podcast platforms, share episodes with your clients, and follow our highly talented, creative, and experienced lawyers on LinkedIn for even more great insight. Language: en Genres: Business, Education, How To, Management Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Ep. 64 – PPLI in Practice: A Conversation with Carl Peterson
Episode 64
Tuesday, 10 March, 2026
Gain insights into how high‑net‑worth families are leveraging Private Placement Life Insurance (PPLI) in their long‑term planning strategies in the latest episode of Future Focused: Sophisticated Estate Planning. Hosts Michael Clear and Erin Nicholls sit down with Carl Peterson of Lindberg & Ripple to break down what PPLI really is, who it’s designed for, and why it’s gaining traction among investors with $5 million or more in investable assets. Carl tackles common misconceptions, such as whether existing assets can be moved directly into a policy or how much investment control an owner can retain, while highlighting the significant tax advantages and administrative efficiencies that PPLI can offer. Tune in for a clear, practical overview of one of today’s most powerful estate planning tools.
