Private Split-Dollar and IRC Sec. 2036 Today - Time to Know

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.

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