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How to bold phone in the Split Dollar Agreement

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hello my name is Jack Elder senior director for advanced planning for comprehensive brokerage services today is part four in our series on intentionally defective grantor trusts today were going to talk about grantor trusts and a a gift in a state tax navigation tool called split dollar so to recap where weve been in our first installment we covered Grant across foundational information of grantor trusts in the second episode we covered strategic gifts that need to be made before 2026 in our last episode we covered installment sales which is a great way for business owners and you know those that own Capital assets to make docHub wealth transfers and while minimizing avoiding estate gift access today were going to talk about split dollar which is a life insurance application for funding a policy without gifts so lets jump into it what is split dollar why split dollar and how we can help so the question of why split dollar its its or what is split dollar its when two parties

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Who are the parties in a split dollar arrangement?

A corporate split dollar involves an agreement between an employer and an employee, whereas a private split dollar usually consists of an individual (grantor) and an Irrevocable Life Insurance Trust (ILIT). The premiums paid on the life insurance policy held inside of the ILIT are often paid by the grantor.

What is one of the major disadvantages of split dollar plans?

Some potential disadvantages of split dollar life insurance include complex tax implications, potential disputes over policy ownership, limitations on the employees ability to access cash value, and the need for careful planning to ensure compliance with applicable regulations.

What is a split dollar arrangement?

A split-dollar life insurance agreement (or split-dollar plan) is a strategy generally used as an employer benefit or for estate planning involving life insurance. Its an agreement between two or more parties to share the ownership, costs, and benefits of a permanent life insurance policy, like whole life.

Who names the beneficiary in a split dollar plan?

In a split dollar arrangement the employer is offering a loan to the employee which is utilized to pay the premium of a life insurance policy. The employee owns the life insurance contract, names a personal beneficiary and assigns the policy as collateral to the employer, in return for the employers premium payments.

Who owns a split dollar policy?

Split-dollar insurance plans: In an economic benefit arrangement, the employer owns the policy, covers the premiums, and has the authority to grant the rights and benefits.

How does private split dollar life insurance work?

A private split dollar arrangement is typically an agreement between an individual and an irrevocable life insurance trust, designed to provide estate tax protection while minimizing the value of gifts to fund the trust.

How does a split dollar agreement work?

Split-dollar life insurance is an agreement where two parties an employer and an employee agree to split the benefits, and sometimes the costs, of a life insurance policy. The employer pays the life insurance premium, in whole or in part, on a cash value life insurance policy purchased on the life of the employee.

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