2003 0719 - NYT - Wealthy Family Is Suing Lawyer Over Tax Plan, By David Cay Johnston - [link-Paywall Free]
A number of wealthy Americans, including at least one Rockefeller, bought similar insurance plans devised by the tax lawyer to escape billions of dollars in gift and estate taxes, according to insurance, legal and accounting officials who worked on some of the deals.
2016 - Book - What Would the Rockefellers Do?: How the Wealthy Get and Stay That Way ... And How You Can Too, by Garrett B Gunderson