Split dollar life insurance in the 21st century : using split dollar arrangements under the new IRS rules
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| Corporate Authors: | , |
|---|---|
| Format: | Book |
| Language: | English |
| Published: |
[Mechanicsburg, Pa.] :
Pennsylvania Bar Institute,
c2003
|
| Series: | PBI (Series) ;
no. 2003-3305 |
| Subjects: | |
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Table of Contents:
- Overview of split-dollar / Beverly Budin
- Perspective on use of split-dollar in life insurance portfolios / Rosemary Cataldi and Peter Miller
- Timeline regarding recent split-dollar notices and regulations / Rosemary Cataldi and Peter Miller
- Endorsement method split-dollar pre-January 28, 2002, case study one / Rosemary Cataldi and Peter Miller
- Collateral assignment split-dollar pre-January 28, 2002 / Rosemary Cataldi and Peter Miller
- Interim split-dollar January 28, 2002 to September 17, 2003 / Rosemary Cataldi and Peter Miller
- Split-dollar post final regulations post September 17, 2003 / Rosemary Cataldi and Peter Miller
- Alternatives to split-dollar post final regulations / Rosemary Cataldi and Peter Miller
- Appendix B:Notice 2002-8 / Rosemary Cataldi and Peter Miller
- Appendix b:Final regulations issues September 11, 2003 / Rosemary Cataldi and Peter Miller