Understanding Private Placement Life Insurance Mar 20, 2023 Planning opportunities and pitfalls. Managing an ILIT’s Grantor Trust Status In Light of IRC Section 677(a)(3) Mar 21, 2022 There’s a way through the maze. A New Split-Dollar Imperative Mar 01, 2008 Ever since the Internal Revenue Service issued Notice 2001-101 in January of 2001, planners who advise clients on their split-dollar life insurance arrangements have had to deal with a Byzantine set of rules that...
Managing an ILIT’s Grantor Trust Status In Light of IRC Section 677(a)(3) Mar 21, 2022 There’s a way through the maze.
A New Split-Dollar Imperative Mar 01, 2008 Ever since the Internal Revenue Service issued Notice 2001-101 in January of 2001, planners who advise clients on their split-dollar life insurance arrangements have had to deal with a Byzantine set of rules that...
