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Private Placement Life Insurance & Variable Annuities Forum - PPLI (US)
June 10, 2025
Hotel Chicago DowntownChicago, IL

Dave Wolf
Director at Geneva Insurance
Speaker

Profile

Dave is a member of the New York Bar Association’s Tax Section and has extensive experience in U.S. and International Taxation, Compliance and Wealth Management for High Net Worth individuals and families having worked in the United States, Europe, Barbados and Israel. He has experience in the areas of U.S. federal and state taxation, Private Placements Life Insurance and Life Settlements, U.S. offshore compliance and U.S. and Israeli tax controversies.


Dave is a director and shareholder of Geneva Insurance and managing partner of Dave Wolf & Co. Law Firm in Israel.

Agenda Sessions

  • Who’s involved? – Outlining the players in the policy

    10:05am