$ 525-750 per hour
About Leslie
Practice Areas
4
Practice Areas
Fees and Rates
Cost
Hourly Rates
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Chat withLicenses
Licensed in Texas for 35 years
State: Texas
Acquired: 1990
No misconduct found
Location
Giordani, Swanger, Ripp & Phillips, LLP
100 Congress Ave, Suite 1440, Austin, TX, 78701
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Experience
Honors
2010
Listed, Best Lawyers in America
2009
Listed, Best Lawyers in America
2009
Recognized, Texas Super Lawyers
2008
Listed, Best Lawyers in America
2008
Recognized, Texas Super Lawyers
2007
Listed, Best Lawyers in America
2007
Recognized, Texas Super Lawyers
2006
Listed, Best Lawyers in America
2006
Recognized, Texas Super Lawyers
2005
Listed, Best Lawyers in America
2005
Recognized, Texas Super Lawyers
2004
Listed, Best Lawyers in America
2004
Recognized, Texas Super Lawyers
2003
Listed, Best Lawyers in America
2003
Recognized, Texas Super Lawyers
2002
Listed, Best Lawyers in America
Associations
American College of Trust and Estate Counsel
Fellow
Investment Management Consultants Association
Advisory Council Member
American Bar Association, Taxation Section
Member
American Bar Association, Real Property, Trust and Estate Law Section
Member
American Bar Association, International Law and Practice Section
Member
Education
1990
University of Houston
1983
Wayne State University
B.S.N., with high distinction
Speaking Engagements
2009
IIR 7th Annual Event: Alternative Investing through Life Insurance and Annuities
Applying The Toolkit: Applications and Case Studies of Successful Use of Asset Protection in a PPLI Context
2009
Florida Bar / FICPA - 27th International Tax Conference
Life Insurance and Annuities in International Estate Planning
2008
IIR 6th Annual Event: Alternative Investing through Life Insurance and Annuities
Lessons from the Field: Protecting your Clients from Diversification Failures and Investor Control
2008
Eleventh Annual Advanced ALI-ABA Course of Study for Counselors to Foreign and U.S. Clients
Private Placement Life Insurance in the Offshore Marketplace
2008
15th Annual Family Office Forum
Gaining Preferential Tax Benefits On Your Investments via Private Placement Life Insurance
2007
IIR 5th Annual Event: Alternative Investing through Life Insurance and Annuities
Investor Control In Depth: Analysis with Case Examples
2007
14th Annual Family Office Forum
Deploying Alternative Investing Strategies via PPLI
2006
IIR 4th Annual Event: Hedge fund Investing through Life Insurance and Annuities
The Role of Consultants and Advisors in Maximizing PPLI Performance and Client Satisfaction
2006
7th Annual Family Office Wealth Conference
Selecting the Right Life Insurance in a Growing Menu of Options
2005
IBC USA’s 3rd Annual National Event: Hedge Fund Investing through Life Insurance and Annuities
Exploring the Benefits and Trade-Offs of On-Shore vs. Offshore Private Placement Life Insurance
2005
FOX Wealth Advisor Conference
Private Placement Life Insurance: Friend or Foe?
2005
American Law Institute – American Bar Association International Trust and Estate Planning Conference
Offshore Private Placement Life Insurance
2004
Measuring Consultants’ Alpha
Absolute Return Investing with Greater Tax Efficiency through Private Placement Life Insurance
2004
IBC USA’s 2nd Annual National Event: Hedge Fund Investing through Life Insurance
The PPLI Client – Who is Buying and Why?
2004
American Law Institute – American Bar Association International Trust and Estate Planning Conference
Foreign Insurance Products
2003
M Financial Group 2003 National Advisors Conference
Advanced Investments in Life Insurance Strategies – Use of Hedge Funds in Offshore Private Placement Life Insurance
2003
IBC’s Inaugural Event: Hedge Fund Investing through Life Insurance
Identifying the Market for and Uses for Private Placement Life Insurance
2003
ABA Section of Taxation, 2003 Midyear Meeting
Offshore Trust Planning: Use of Hedge Funds in Offshore Private Placement Life Insurance
2002
State Bar of Texas Advanced Estate Planning Strategies Course
Advanced Investment and Life Insurance Strategies
2002
Insurance Distributors International (Bermuda) Ltd. 2002 Conference
Implementing an Offshore Life Insurance Strategy
2002
APIC 12th Annual Educational Conference
Complex Estate Planning Techniques for the Ultra High Net Worth Client
2001
Wealth Counsel Study Group Meeting
Planning with Private Placement Life Insurance
2001
The 35th Annual Philip E. Heckerling Institute on Estate Planning
What's New in Life Insurance? Offshore and Domestic Private Placement; Creative Split Dollar Funding
2001
AICPA Advanced Estate Planning Conference
Asset Protection: Domestic and Foreign Planning Alternatives
2000
American Law Institute - American Bar Association International Trust and Estate Planning Conference
Offshore Life Insurance Planning
2000
American Bar Association/International Bar Association International Wealth Transfer Practice Conference
Design of a Cross Border Insurance or Annuity Product for the Private Client
1999
Institute for International Research
Estate Planning with Offshore Annuities & Life Insurance for World Citizens -- A Case Study Panel Discussion
1998
Thirty-Third Annual Southern Federal Tax Institute
Asset Protection: Domestic and Foreign Planning Alternatives
Publications
2010
BNA Tax Management International Journal
Using Life Insurance and Annuities in U.S. Tax Planning for Foreign Clients
2010
STEP Journal
An Elegant Solution
2010
2006
ALI-ABA Estate Planning Course Materials Journal
Private Placement Life Insurance Planning
2003
The Journal of Investment Consulting
Investing in Hedge Funds through Private Placement Life Insurance
2003
The Insurance Tax Review
Recent Developments Affecting Hedge Fund Investing through Private Placement Life Insurance
2000
2000
Papers of the International Academy of Estate and Trust Law
Domestic Venues for Asset Protection Trusts
1997
Estate and Personal Finance Planning, West Publishing
Stateside Asset Protection Trusts
1997
Journal of Asset Protection
Will the Alaska Trusts Work?
1996
American Bar Association Spring Meeting
Asset Protection Using Offshore Trusts
1996
Journal of Asset Protection
The Preliminary Decisions in Offshore Trust Planning
1995
The OFC Report
The US Tax Compliance Act of 1995
1989
Houston Law Review
A Cost Containment Malpractice Defense: Implications for the Standard of Care and for Indigent Patients
Languages
English
French