Case Studies
Case Study I
Client Profile: Male. The value of assets when the client was introduced to Kereti Tuioti was
between $15 million and $20 million. The client was interested in reducing his estate tax liability, and provide for his favorite charitable interests.
Our Collaborative Design: Kereti worked with the client’s CPA and attorney to design and execute a plan that resulted in the creation of a Charitable Remainder Trust, Charitable Lead Trusts, and a $10 million policy in an Irrevocable Life Insurance Trust. The design created a multi-generation plan for the client, his daughter and his two grandchildren. In addition, his favorite charities were funded with contributions from his Charitable Lead Trusts.
Referral Source: Local bank
Case Study II
Client Profile: The value of assets when the client was introduced to Kereti Tuioti was between $15 million and $20 million. The client wanted to reduce her estate tax liability for the benefit of her children. The client also had philanthropic interests and wanted to provide for her favorite charities.
Our Collaborative Design: Kereti Tuioti worked with the client’s Financial Advisor, Estate Attorney and CPA to design and execute a plan that resulted in the creation of a private family foundation, a Charitable Remainder Trust, a $10 million policy in an Irrevocable Life Insurance Trust.
Referral Source: Independent Financial Advisor
Case Study III
Client Profile:A successful business owner seeking to reduce his personal income tax liability, fund a retirement plan and protect his spouse in the event of a premature death.
Our Collaborative Design: Kereti Tuioti worked with the client’s Financial Advisor, CPA and a Retirement Plan Administrator to create and execute a Defined Benefit Plan. The result was a tax-deductible contribution level to the Defined Benefit Plan above the current Defined Contribution plan and a $1million policy. The split -funded design enabled the client to defer a significant portion of his annual income in his retirement plan and fund his life insurance policy with pre-tax contributions.
Referral Source: Independent Financial Advisor