Focus Session: Protection
2 p.m. – 3 p.m.
Split-Dollar Is Alive and Well
Jerome Weihs
In recent years, this technique has fallen into relative disuse. There has been confusion about the taxation of the cost and benefits, and what the Internal Revenue Service’s position would be. The fog is now lifted. It’s time to utilize this exciting technique. Split-dollar provides for the sharing in the cost and the benefits of a cash-value life insurance policy. This presentation focuses on situations where split-dollar techniques are employed to solve personal and business problems. They include business succession and retirement planning, as well as estate planning needs. You won’t regret the time spent in this session.
Appeal: US
Level: Advanced