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Private Split Dollar; State of the Art Funding for the Large Premium Case

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This presentation will focus on clients who have engaged in substantial sophisticated planning and have used all of their estate and gst exemptions and whose advisers have recommended substantial additional trust owned insurance, and will discuss the most effective way to fund the new coverage using private split dollar planning.
  • Topic(s): Business Planning
  • Presenter(s): Lawrence Brody; Robert W. Finnegan
  • Session#: FIN2401-203
  • Session Length: 45 minutes
  • Program: 2024 Finseca Advanced Markets
  • Date: May 23, 2024

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