Sadis & Goldberg LLP provides a comprehensive range of legal services to participants to the life settlements market. These legal services include corporate finance and securities, regulatory, litigation and taxation. We counsel clients in relation to all aspects of the life settlements market, including life settlement policies, synthetic products, such as swaps and structured notes, and premium finance. We advise participants across the board in the industry — life settlement brokers and providers, managers and investors in domestic and international funds investing in life settlements and other life-contingent assets — in structuring, negotiating and executing the legal documentation necessary to achieve a successful transaction.

Our lawyers have obtained a comprehensive understanding of the Life Settlements market and its many unique aspects through participation in industry organizations and speaking at conferences both in the U.S. and abroad.

A vital component of our services is the structuring of cross-border life settlement investment funds, using all types of life-contingent assets, and facilitating investors from all over the globe. We work with leading advisors and service providers in the primary European Union venues for forming such funds and in qualifying such funds for optimal tax results under U.S. federal income tax statutes and regulations and other tax rules.

Practice Contacts


Financial Services