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.

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.

Contact shopcle@wealthcounsel.com for CLE assistance. 

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.