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About me

Languages spoken: English, French

Practice areas


  1. Insurance: 40%
  2. Estate Planning: 30%
  3. Trusts: 20%
  4. Tax: 10%



Hourly ($525-750/hour)

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Contact info

Giordani, Swanger, Ripp & Phillips, LLP

100 Congress Ave
Suite 1440
Austin, TX, 78701


TXEligible To Practice In Texas 199007/16/2016
We have not found any instances of professional misconduct for this lawyer.
Avvo contributions
Legal answers
Award nameGrantorDate granted
ListedBest Lawyers in America2010
RecognizedTexas Super Lawyers2009
ListedBest Lawyers in America2009
RecognizedTexas Super Lawyers2008
ListedBest Lawyers in America2008
ListedBest Lawyers in America2007
RecognizedTexas Super Lawyers2007
ListedBest Lawyers in America2006
RecognizedTexas Super Lawyers2006
ListedBest Lawyers in America2005
RecognizedTexas Super Lawyers2005
RecognizedTexas Super Lawyers2004
ListedBest Lawyers in America2004
RecognizedTexas Super Lawyers2003
ListedBest Lawyers in America2003
ListedBest Lawyers in America2002
Association namePosition nameDuration
American College of Trust and Estate CounselFellowN/A
Investment Management Consultants AssociationAdvisory Council MemberN/A
American Bar Association, Taxation SectionMemberN/A
American Bar Association, Real Property, Trust and Estate Law SectionMemberN/A
American Bar Association, International Law and Practice SectionMemberN/A
Publication nameTitleDate
Wealthcounsel QuarterlyPrivate Placement Life Insurance: A Cornerstone of Financial and Estate Planning for the High Net Worth Individual2010
BNA Tax Management International JournalUsing Life Insurance and Annuities in U.S. Tax Planning for Foreign Clients2010
STEP JournalAn Elegant Solution2010
ALI-ABA Estate Planning Course Materials JournalPrivate Placement Life Insurance Planning2006
The Journal of Investment ConsultingInvesting in Hedge Funds through Private Placement Life Insurance2003
The Insurance Tax ReviewRecent Developments Affecting Hedge Fund Investing through Private Placement Life Insurance2003
Papers of the International Academy of Estate and Trust LawDomestic Venues for Asset Protection Trusts2000
ACTEC NotesOffshore Life Insurance Planning for United States Clients2000
Estate and Personal Finance Planning, West PublishingStateside Asset Protection Trusts1997
Journal of Asset ProtectionWill the Alaska Trusts Work?1997
Journal of Asset ProtectionThe Preliminary Decisions in Offshore Trust Planning1996
American Bar Association Spring MeetingAsset Protection Using Offshore Trusts1996
The OFC ReportThe US Tax Compliance Act of 19951995
Houston Law ReviewA Cost Containment Malpractice Defense: Implications for the Standard of Care and for Indigent Patients1989
School nameMajorDegreeGraduated
University of HoustonDoctor of Jurisprudence/Juris Doctor (J.D.)N/A1990
Wayne State UniversityNursingB.S.N., with high distinction1983
Speaking engagements
Conference nameTitleDate
IIR 7th Annual Event: Alternative Investing through Life Insurance and AnnuitiesApplying The Toolkit: Applications and Case Studies of Successful Use of Asset Protection in a PPLI Context2009
Florida Bar / FICPA - 27th International Tax ConferenceLife Insurance and Annuities in International Estate Planning2009
IIR 6th Annual Event: Alternative Investing through Life Insurance and AnnuitiesLessons from the Field: Protecting your Clients from Diversification Failures and Investor Control2008
Eleventh Annual Advanced ALI-ABA Course of Study for Counselors to Foreign and U.S. ClientsPrivate Placement Life Insurance in the Offshore Marketplace2008
15th Annual Family Office ForumGaining Preferential Tax Benefits On Your Investments via Private Placement Life Insurance2008
IIR 5th Annual Event: Alternative Investing through Life Insurance and AnnuitiesInvestor Control In Depth: Analysis with Case Examples2007
14th Annual Family Office ForumDeploying Alternative Investing Strategies via PPLI2007
IIR 4th Annual Event: Hedge fund Investing through Life Insurance and AnnuitiesThe Role of Consultants and Advisors in Maximizing PPLI Performance and Client Satisfaction2006
7th Annual Family Office Wealth ConferenceSelecting the Right Life Insurance in a Growing Menu of Options2006
IBC USA’s 3rd Annual National Event: Hedge Fund Investing through Life Insurance and AnnuitiesExploring the Benefits and Trade-Offs of On-Shore vs. Offshore Private Placement Life Insurance2005
FOX Wealth Advisor ConferencePrivate Placement Life Insurance: Friend or Foe?2005
American Law Institute – American Bar Association International Trust and Estate Planning ConferenceOffshore Private Placement Life Insurance2005
Measuring Consultants’ AlphaAbsolute Return Investing with Greater Tax Efficiency through Private Placement Life Insurance2004
IBC USA’s 2nd Annual National Event: Hedge Fund Investing through Life InsuranceThe PPLI Client – Who is Buying and Why?2004
American Law Institute – American Bar Association International Trust and Estate Planning ConferenceForeign Insurance Products2004
M Financial Group 2003 National Advisors ConferenceAdvanced Investments in Life Insurance Strategies – Use of Hedge Funds in Offshore Private Placement Life Insurance2003
IBC’s Inaugural Event: Hedge Fund Investing through Life InsuranceIdentifying the Market for and Uses for Private Placement Life Insurance2003
ABA Section of Taxation, 2003 Midyear MeetingOffshore Trust Planning: Use of Hedge Funds in Offshore Private Placement Life Insurance2003
State Bar of Texas Advanced Estate Planning Strategies CourseAdvanced Investment and Life Insurance Strategies2002
Insurance Distributors International (Bermuda) Ltd. 2002 ConferenceImplementing an Offshore Life Insurance Strategy2002
APIC 12th Annual Educational ConferenceComplex Estate Planning Techniques for the Ultra High Net Worth Client2002
Wealth Counsel Study Group MeetingPlanning with Private Placement Life Insurance2001
The 35th Annual Philip E. Heckerling Institute on Estate PlanningWhat's New in Life Insurance? Offshore and Domestic Private Placement; Creative Split Dollar Funding2001
AICPA Advanced Estate Planning ConferenceAsset Protection: Domestic and Foreign Planning Alternatives2001
American Law Institute - American Bar Association International Trust and Estate Planning ConferenceOffshore Life Insurance Planning2000
American Bar Association/International Bar Association International Wealth Transfer Practice ConferenceDesign of a Cross Border Insurance or Annuity Product for the Private Client2000
Institute for International ResearchEstate Planning with Offshore Annuities & Life Insurance for World Citizens -- A Case Study Panel Discussion1999
Thirty-Third Annual Southern Federal Tax InstituteAsset Protection: Domestic and Foreign Planning Alternatives1998