Portfolio Design Winged Keel Group's Client Relationship Managers and design analysts evaluate each client's unique circumstance and create customized analytics to evaluate the economics of various alternatives that should be considered to meet specific estate and income tax planning needs.

Our clients generally own life insurance outside of their taxable estates in structures such as irrevocable life insurance trusts (ILITs).  These structures are often funded through a combination of gifting and financing methods including lifetime exemption and annual exclusion gifts, intra-family loans, private split dollar, installment sales, and grantor retained annuity trusts (GRATs).