Journal of Taxation - The Way We Were! Rediscovering the Planning Magic in Traditional Split Dollar Life Insurance (With a Twist!)

Gerald Nowotny

Split Dollar life insurance has been around since the middle of the last century, but it still offers some enticing tax planning opportunities. The IRS in recent years has tried, but largely failed to take Split Dollar out of the planning game. As Congress considers and likely legislates increases in the income, estate, and gift taxes, Split Dollar will be an important tool to achieve income and wealth transfer planning benefits.

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DISCLAIMER: Because of the generality of this update, the information provided herein may not be applicable in all situations and should not be acted upon without specific legal advice based on particular situations.

© Gerald Nowotny, Law Office of Gerald R. Nowotny | Attorney Advertising

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Gerald Nowotny

Law Office of Gerald R. Nowotny on:

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