Private Split-Dollar and IRC Sec. 2036 Today - Time to Know
Regular price $159.00
Join split-dollar experts from Jones Lowry, Eric Eklund, Esq, and Marshall Jones, J.D. — as they discuss:
- A brief history of split dollar;
- A primer on the basics of split-dollar;
- The facts, rationales, and options of recent tax court cases;
- The present state of split dollar after Levine;
- Known unknowns; and
- Potential amendments to your agreements and drafting tips going forward.
CLE: 1.5 general credits
States Pre-Approved: AR, CA, NJ, NV, NY, OK, PA, VT
(AK, AZ, CT, MO, ND, NH, TX eligible to claim credit)
States Pending Approval: CO, GA, IL, NC, OH, TN, UT
We will supply you with the information needed to apply in other states.
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WealthCounsel members: This CLE eligible program is complimentary for WealthCounsel members. Please access and view it here via the member website for optimal experience and inclusion in your CLE Profile Account.