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Perry Lerner

Perry A. Lerner created Crown World Services LLC in 1998 to structure unique life insurance policies for high net worth individuals, employing his expertise in tax planning, and wealth management and preservation. He has practiced as a tax lawyer for over 30 years and is a member of the New York State and California State Bar Associations. He has offices in New York City and Philadelphia.

 Articles by this Author

Private Placement Life Insurance: An Answer to Coming Tax Hikes?
by Perry Lerner

Private placement, variable life insurance is a vehicle which uses life insurance policies and annuities in a way to, in effect, wrap investments in a tax-free envelope. It is an effective way to have both insurance protection and defer or eliminate income taxes on the earnings of the portfolio. ... [ Full Story ]