Elena Smirnov-Otis
Advisor to Zypline Systems Zypcoin @Zypcoin
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WORK HISTORY
Advisor to Zypline Systems Zypcoin @Zypcoin
Silicon Valley, CA, US
EDUCATION
The American College of Financial Services
Chartered Life Underwriter (CLU®), Certified Financial Planner (CFP®), Advanced life insurance based strategies and financial planning
Moscow Academy of Management (Institut Upravleniya)
Bachelor’s Degree, The Moscow Academy of Management, Russia
ABOUT ELENA SMIRNOV-OTIS
Founder and Principal of a boutique Financial Planning firm: advanced financial planning strategies and specifically sophisticated life-insurance-based strategies for families, businesses, trusts, and individuals with significant wealth- both in USA and internationally.Focus on asset protection and tax mitigation strategies that utilize institutional and foreign life insurance solutions.Think, US-NonUS spouses, Expats, Foreign Nationals with Assets and Family Members in the US, International Businesses, Multi-jurisdictional families, Pre-arrival tax planning for immigrating to the US.Providing financial planning services to individuals, families, trusts, and business clients- Wealth transfer strategies for multi-generational, multi-jurisdictional families;– For foreign investors: legacy planning using U.S-based and offshore life insurance solutions;– Succession planning and tax mitigation strategies for clients with assets in multiple jurisdictions;– Insurance and annuity “wrappers” for pre-immigration tax planning;– Private placement life insurance and private placement variable annuities;– Life insurance in foreign trusts;– Life insurance solutions for UNI problem and accumulation distribution problem in FNGT with U.S. beneficiaries;– Deferred compensation and supplemental retirement planning for owners and executives of multinational businesses;– Positioning, product selection, and funding options for Irrevocable Trusts, Charitable Lead Trusts, Charitable Remainder Trusts, Grantor Retained Annuity Trusts, Dynasty Trusts, etc.In the world of increased global financial information transparency and fast moving changes in taxes, laws, and regulations, the need for integrated and timely advice has never been more urgent. Please let us know if you have planning projects in mind where we may assist you. We are located in California, USA, and we work with clients and their advisors across the US and globally. Our business hours are 8:30 am– 5 pm PT.Tel/VM:+ 16•••••••35 Telegram:@elena94042In addition, I\'ve been working with ZypLine Inc, a Silicon Valley startup, and Zypcoin ICO, in an advisory board capacity.
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