Split Dollar Final Regulations - Download pdf
This document contains final regulations relating to the income, employment, and gift taxation of split-dollar life insurance arrangements. The final regulations provide needed guidance to persons who enter into split-dollar life insurance arrangements.







Tax Traps* - Download pdf
Tax traps involving life insurance and annuities.

Trust Owned Life Insurance* - Download pdf
How life settlements are spurring proactive reviews of policy performance.

Giving While Living* - Download pdf
Life Settlements provide high net worth seniors with the opportunity to realize their philanthropic legacies during their lifetime.



Understanding Life Settlements and Other Secondary Market Transactions* - Download pdf

Wet Paper* - Download pdf
Giving the Secondary Market for Life Insurance a Bad Name

The Use of Nonqualified Structured Settlements in the Sale of Capital Assets - Download pdf

 

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