Michael Liebeskind

Michael
Liebeskind
Co-Founder

Michael Libeskind graduated Cum Laude from Princeton University in 1981. He began his professional career with the accounting firm of Coopers & Lybrand, where he became a Certified Public Accountant (CPA) in 1984. Michael earned his Master of Business Administration (MBA) degree from New York University in 1986.

Michael co-founded Winged Keel Group in 1989. He has been a leader and key technical resource as the firm has developed its market presence and strengthened its internal infrastructure over the years. Michael works on the design of sophisticated life insurance portfolios that enable clients and their advisors to optimize economic results, minimize risks, and/or expand flexibility in intergenerational wealth planning. In addition, Michael is actively involved in the management of SALI Fund Services, the market leading administrator for Insurance-Dedicated Funds (IDFs).

Michael serves as a member of the Board of Directors of the Estate Planning Council of New York City. He is also a member of the Yale Study Group, the New York State Society of Certified Public Accountants, and the Association for Advanced Life Underwriting (AALU).

Michael has spoken at many industry conferences over the years. In 2010, he presented at the Practicing Law Institute 41st Annual Estate Planning Institute on the topic of How to Approach the Acquisition of Large Blocks of Trust-Owned Life Insurance. In 2011, he was the opening speaker at the 9th Annual Private Placement Life Insurance and Annuities Forum and he co-authored an article on Private Placement life insurance and annuities for the AALU quarterly magazine.

Articles
IRS Clarifies the Structuring of Insurance-Dedicated Funds
The Internal Revenue Service recently published Private Letter Ruling PLR 201417007, which provides some additional clarification with respect to the structuring of insurance-dedicated funds.
Private Placement Variable Annuities
Edward J. Finley II & Michael Liebeskind discuss this potentially powerful tax planning tool
Industry Newsletters
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