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How to link table 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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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.

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 universal life option A?

Payments to beneficiaries when you die are called the death benefit (also called the face value). Universal life has two basic death benefit options. Option A is a level death benefit, called the specified or face amount. Option B is the face amount plus the cash value.

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 the endorsement method of split dollar?

ENDORSEMENT SPLIT DOLLAR: The employer owns the policy and endorses a portion of the death proceeds to the employees beneficiary. The employer is treated as giving economic benefits to the employee.

How does a collateral assignment work?

A collateral assignment of life insurance is a method of securing a loan by using a life insurance policy as collateral. If you pass away before the loan is repaid, the lender can collect the outstanding loan balance from the death benefit of your life insurance policy.

What is private split dollar?

Private split dollar is a powerful planning technique that allows a client to pay annual premiums on a policy owned in an ILIT without having to make large gifts that would exceed the clients lifetime exemption and incur gift taxes.

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Link table in the Split Dollar Agreement

Use an end-to-end online PDF editor to link table in Split Dollar Agreement

Follow these 4 simple steps to link table in Split Dollar Agreement online with DocHub:

PDF editing simplified with DocHub

Drive efficiency with the DocHub add-on for Google Workspace

How to link table in the Split Dollar Agreement