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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
