Our outside-the-box thinking team will give you an optimized view of your life insurance portfolio and help you discover the hidden treasure of cash and tax savings you can use to meet those goals. However, our team has acquired very specialized information and experience that you will not find elsewhere. Put our team to work helping you reach your financial goals.
DAVID KOTTLER
J.D.
D.A.K. Strategic Solutions L.L.C.
David Kottler
J.D. Principal, D.A.K. Strategic Solutions L.L.C.
I have helped clients generate over $10MM of cash and tax benefits in the past 12 months utilizing my “True Value” Life Insurance Review Process. Clients need advocates for their life insurance portfolios to both bring the needed information regarding their rights and values as well as uncovering hidden problems and resolving them. Life insurance is a complicated contract with many nuances most clients and advisors are not aware of.
It is gratifying to be in a position to help such clients and enable them to meet their family and legacy goals through my work. My passion is philanthropy. There is a great need for education and guidance for high net worth clients who wish to align their life goals with their hard-earned wealth to enable them to understand the “Why” component of their planning. My objectives are to collaborate with clients and my strategic relationships to produce the best results for them, financially, and philanthropically.
GEOFFREY GOTTESMAN
Managing Director
Genesis Asset Advisors
Geoffrey Gottesman
Geoff is the Managing Director at Genesis Asset Advisors, one of the most recognized life settlement brokerages. Geoff is responsible to ensure that the best opportunity is procured on every case brought to market and uses his extensive leveraging strategies to assure that goal is accomplished. Through his knowledge of market capital, his outside-the-box approach, and stellar reputations with fund managers,
Geoff has been able to obtain offers and close some of the most difficult cases in the industry. With over $4 billion of life insurance brought to market, Geoff and Genesis continue to bring awareness to policy owners and their team of advisers about the benefits the life settlement market can present.
Jerome M. Hesch
Counsel
Counsel
Jerome M. Hesch
Meltzer, Lippe, Goldstein & Breitstone, LLP is pleased to announce that Jerome M. Hesch, Counsel to the firm’s Business & Real Estate Taxation, Trusts & Estates, Tax Exempt Organizations and Private Wealth & Taxation practice groups has been named the recipient of Bloomberg BNA’s prestigious Leonard L. Silverstein Lifetime Achievement Award, named after the founder of the Tax Management Portfolios, for his expertise and longstanding contributions to the field of estates, gifts, and trusts tax.
Jerry has been a driving force behind many contributions to the Bloomberg Tax Estates, Gifts & Trusts Journal for many years, including not only his personal journal contributions, but also his efforts to expand the Journal’s network of authors to other practitioners, including those who have contributed forward-looking articles from the Notre Dame Tax & Estate Planning Institute. Jerry has authored numerous articles for the Bloomberg Tax Estates, Gifts, & Trusts Journal and indirectly contributed to the publication by encouraging practitioners to submit contributions.
“Jerry is truly a thought leader in the estate, gifts and trusts practice area and Bloomberg Tax’s customers derive great value from his contributions,” said Lisa Fitzpatrick, president, Bloomberg Tax & Accounting. “It is our honor to recognize Jerry Hesch for his many accomplishments and initiatives toward advancing the estate, gifts, and trusts profession.”strategies to assure that goal is accomplished. Through his knowledge of market capital, his outside-the-box approach, and stellar reputations with fund managers.
David has collaborated with Jerry for the past twenty-five years seeking Jerry’s expertise for complex situations and ordinarily very tax-driven solutions incorporating charitable planning strategies.