Intergenerational Split-Dollar; The Morrissette Case – a Taxpayer Victory
Speakers: James McNair, Senior Tax Partner
Year: 2018
Body of Knowledge:
Estate Planning/Wealth Transfer,
Private Split Dollar
Competence: Technical |
Level: Advanced |
Session Rating: 4.00
2704 is creating a New World Order in discount planning. The Morrissette Case creates a pathway for creative planning opportunities. Much has been written on this case, which Mr. McNair structured and defended. The presentation will cover the twists, turns and technicalities of this important taxpayer victory.