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Insurance for Foreign Clients and Split-Dollar Arrangements

Two issues came to the fore in 2017.

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. 

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TAGS: Insurance
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