Firm News from 2006

Leslie Giordani was quoted by Rachel Emma Silverman in her article “Insuring Against Hedge-Fund Taxes,” published in The Wall Street Journal.

Michael Ripp was named to the Texas Rising Star list for 2007, as published by Super Lawyers magazine. Rising Stars represent the top 2.5% of up-and-coming lawyers in the State of Texas, as determined by Law & Politics magazine.

Leslie Giordani and Derry Swanger were named to the Texas Super Lawyers list for 2007, as published by Super Lawyers magazine. Super Lawyers represent the top 5% of lawyers in the State of Texas, as determined by Law & Politics magazine. Each attorney is featured in the Texas Super Lawyers Edition in the October issue of Texas Monthly magazine.

Leslie Giordani and Derry Swanger were selected for inclusion in Best Lawyers in America© 2007. Each was featured in a special section of American Lawyer magazine, published in November.

Leslie Giordani presented “Selecting the Right Life Insurance in a Growing Menu of Options” at the 7th Annual Family Office Wealth Conference, held in Laguna Beach, California September 17-19.

Michael Ripp presented “Estate Planning Opportunities with Private Placement Life Insurance” at the Texas Bar Continuing Legal Education Conference Advanced Estate Planning and Probate Course. The conference was June 7-9 in Houston.

Leslie Giordani was quoted extensively by Gregory Taggart in his article “Gilt-Edged Insurance,” in Bloomberg’s Wealth Manager magazine.

Leslie Giordani chaired the IIR 4th Annual Event: Hedge Fund Investing Through Life Insurance and Annuities, and presented “The Role of Consultants and Advisors in Maximizing PPLI Performance and Client Satisfaction.” Michael Ripp presented two sessions at the same conference: “Part I: Life Insurance and Annuity Basics: Product, Tax, and Regulatory Issues” and “Updating and Clarifying the Legal Issues in the PPLI Marketplace.” The conference was held February 27-28 in Coconut Grove, Florida.

Leslie Giordani was quoted in an article entitled “Easing the Sting: Hedges and Taxes,” by freelance journalist Erin E. Arvedlund. It appeared in the January 2006 edition of Barron’s. She was also mentioned as an expert in the PPLI arena in Bloomberg’s new book, “Tax Aware Investment Management: The Essential Guide,” by Douglas S. Rogers, CFA. Her article, co-authored with Amy Jetel, “Investing in Hedge Funds Through Private Placement Life Insurance,” is listed as a source for the book.