Forster and DeStefano Pen Article on Impact of Recent Tax Court Decision

Articles / May 26, 2022

On May 26, 2022, Finseca published an article by Partner Jon Forster and Of Counsel John DeStefano titled “Private Split-Dollar: Applying the Tax Court’s Lessons in Levine.” The piece addresses the impact of a recent U.S. Tax Court decision, which “not only resurrected intergenerational split-dollar life insurance planning, but it also offered a roadmap for successfully structuring traditional private split-dollar plans as well.”

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