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Split-Dollar Life Insurance Finanacing: Where Are We After 19 Years?
Contains material from Jan 2023
Split-Dollar Life Insurance Finanacing: Where Are We After 19 Years?
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Contrary to some predictions 19 years ago, split-dollar premium financing is very much alive and well. Hear a discussion on its use for executive perks, cross-purchase agreements, deferred compensation and wealth transfer. Also, tax implications and factors to consider in choosing either the loan regime or the economic benefit regime are presented.
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19 Years After the Final Regulations: Where are We with Split-Dollar Life Insurance Financing? (Jan 2023)
Donald O. Jansen
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Session 1 —60 mins
19 Years After the Final Regulations: Where are We with Split-Dollar Life Insurance Financing? (Jan 2023)
Contrary to some predictions 19 years ago, split-dollar premium financing is very much alive and well. Hear a discussion on its use for executive perks, cross-purchase agreements, deferred compensation and wealth transfer. Also, tax implications and factors to consider in choosing either the loan regime or the economic benefit regime are presented.
Originally presented: Dec 2022 Taxation Conference: Day 2 - Business Transactions
Donald O. Jansen,
The University of Texas System - Austin, TX