Private Split Dollar/Private Financing: Combining Estate Planning Flexibility with Gift Tax Leverage

B (1)
B (1)
4:10 PM - 5:00 PM
When trying to purchase life insurance outside the taxable estate, funding the premiums and potential gift taxes are crucial. Private Split Dollar and Private Financing can be one of the answers if the technical requirements and different forms are understood. Further, both can provide estate planning flexibility beyond traditional methods. This course will review the leveraging potential and estate planning opportunities available.

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