In 2017, practitioners operated in a global economy, faced with high-net-worth clients who lived abroad and sought life insurance options to meet their estate and tax planning needs. Practitioners were also called on to see whether two split-dollar strategies—intergenerational split-dollar arrangements and lump sum split-dollar arrangements without making taxable gifts—were attractive options for their clients.
All access premium subscription
Please Log in if you are currently a Trusts & Estates subscriber.
If you are interested in becoming a subscriber with unlimited article access, please select Subscription Options below.