Split Dollar: Why You Should Still Use It, and When You Shouldn’t
Speakers: Joshua Husbands
Year: 2020
Body of Knowledge:
Estate Planning/Wealth Transfer,
Private Split Dollar
Competence: Technical |
Level: Broad |
Session Rating: 3.41
This presentation will discuss why the use of split dollar life insurance funding is still highly relevant for estate, gift and income tax planning for your clients, as well as how more advanced strategies in the current marketplace may be advantageous but may just be dangerous.