Not “Either – Or”: How Bankers and Lawyers Use PPLI to Complement Trusts in Cross-Border Planning

Save the date / STEP Zurich Evening Event 

Private Placement Life Insurance (PPLI) is increasingly recognized as a valuable tool to complement—not replace—traditional trust and estate planning strategies in international contexts.

This session will provide a clear introduction to the structure and function of PPLI, followed by a panel discussion on its practical application in cross-border planning, particularly involving US and UK nexus. With insights from legal, banking, and insurance professionals, the discussion will highlight how PPLI is being integrated alongside trusts in complex planning scenarios.

Key topics include:

• Succession Planning in Modern Times
• What PPLI is—and how it works in practice
• Where and when PPLI can add value in international planning
• Practical dos and don’ts across jurisdictions
• Case examples from legal, banking, and insurance perspectives

Aimed at lawyers, trustees, bankers, and other professionals involved in cross-border wealth structuring and succession planning.

Followed by Cocktail party sponsored by Crown Global Insurance Group

More details will follow soon.

STEP Office
Corinne Graf