Case Study # 1: The 55 Year old client has a Net-Worth of $ 40.0 Million mostly comprised of Real Estate Holdings. He knows that he has a potential estate tax problem but does not want to liquidate any properties, to pay the insurance premiums. We set up this premium finance scenario and projected to pay the bank back his entire loaned balance in year 13. Also, the interest expense he incurred while servicing the debt was returned to the client, payback started in year 25 and finished in year 34. He covered his estate tax liability by controlling his assets and was not forced to sell properties to pay premiums.