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Split Dollar in the news the Cahill case with Larry Brody
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This feed was archived on June 12, 2022 19:38 (
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Manage episode 212929523 series 2082338
Content provided by Global Atlantic Financial Group. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Global Atlantic Financial Group or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Larry Brody, Esq., Partner, Bryan Cave LLC, and Randy Zipse discuss the Cahill case on Multi-Generational Split Dollar. Since Morrissette in 2016, few concepts have caught the attention of high-end insurance producers like “multi-generational” or “discount” split dollar.
Split dollar can be a powerful means of funding permanent life insurance for family business and estate planning. “Multi-generational” split dollar can be an effective way to use family wealth for long-term planning. While promoters have marketed multi-generational split dollar to pass along family wealth on a deeply discounted basis, others wonder if the purported benefits are too good to be true. The Cahill case, in large part, provides us with the IRS opinion on that question!
Cahill is significant for those considering this concept. Larry and Randy discuss what the court said and what it did not. If you work with estate planning clients, you will not want to miss this podcast.
17 episodes
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Archived series ("Inactive feed" status)
When?
This feed was archived on June 12, 2022 19:38 (
Why? Inactive feed status. Our servers were unable to retrieve a valid podcast feed for a sustained period.
What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.
Manage episode 212929523 series 2082338
Content provided by Global Atlantic Financial Group. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Global Atlantic Financial Group or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Larry Brody, Esq., Partner, Bryan Cave LLC, and Randy Zipse discuss the Cahill case on Multi-Generational Split Dollar. Since Morrissette in 2016, few concepts have caught the attention of high-end insurance producers like “multi-generational” or “discount” split dollar.
Split dollar can be a powerful means of funding permanent life insurance for family business and estate planning. “Multi-generational” split dollar can be an effective way to use family wealth for long-term planning. While promoters have marketed multi-generational split dollar to pass along family wealth on a deeply discounted basis, others wonder if the purported benefits are too good to be true. The Cahill case, in large part, provides us with the IRS opinion on that question!
Cahill is significant for those considering this concept. Larry and Randy discuss what the court said and what it did not. If you work with estate planning clients, you will not want to miss this podcast.
17 episodes
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Similar to Advanced Sales Insider
Outsource Acelerator Podcast, hosted by Derek Gallimore, explores business and outsourcing mastery. Inside-knowledge from the outsourcing capital of the world - Manila, Philippines.
…
continue reading
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…
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…
continue reading
The Michael Caz Podcast brings you the latest in health, business, relationship, and adventure.
…
continue reading
Hear the stories, learn the proven methods, and accelerate your growth and future through entrepreneurship. Welcome to The Foundr Podcast with Nathan Chan. About the show: For over a decade, The Foundr Podcast with Nathan Chan has been a leading entrepreneurship podcast for open-book conversations with, by, and for founders. Whether you're starting, building, or dreaming about your business, The Foundr Podcast is where you can access experienced founders who've been in your shoes to learn th ...
…
continue reading
The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
…
continue reading
SPIN IT is a business podcast that will inspire you to see failures and obstacles as a stepping stone for success, transforming them into a new path forward, a path that you may not have seen or considered before. Whether it’s a scandal or a broken business model - obstacles are an opportunity to learn, pivot and go after your goals with a new perspective. Hosted by Stephynie Malik, award-winning Crisis Management Expert and Business Strategist, this podcast offers you advice and guidance on ...
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The fun email marketing podcast. Sell more of your online courses, grow your membership and bring in more coaching clients with email marketing that doesn't stink. Sound good? Then join your fellow Email Marketing Heroes for your weekly dose of fun, practical, yet brutally honest email marketing advice. You can listen in to a piping hot, fresh episode every 'Email Marketing Wednesday' or if you prefer learning with your eyes instead of your ears, we turn each episode into a full written blog ...
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continue reading
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